The Back Office agent team
Agents that read invoices, match them, chase payments and close the books faster, with every entry traced back to its source.
Finance desk: the app the team builds and works in, open to Omar and the rest of your team.
Who’s on the team.
4 agents with one job each. Finance Lead leads, and Omar, finance manager, makes the calls.
- Finance LeadLeads the teamWatches the close and the exceptions.
- Payables ClerkReads invoices and matches them to orders.
- Receivables ClerkChases late payments politely.
- ReconcilerReconciles accounts and flags gaps.
- OmarFinance managerApproves the steps that matter, from the app or their phone.
It works in the tools you already use.
No new system for your people. The agents read and write where the work already lives.
You keep the final say.
These steps stop and wait in the app, with everything needed to decide. You set the rules, and you can change them as trust grows.
Paying any invoice over £5,000
Money out over the limit waits for Omar.
Writing off a difference
Anything that changes the ledger needs a yes.
Adding a new supplier
New bank details are checked by a person.
Pay supplier invoice £8,200?
An invoice arrives as a photo.
The job: match every invoice within a day. Here is one piece of it, step by step.
- Payables Clerk
Reads invoice 2291 from a photo of a paper document, pulls out the supplier, amount and line items, and applies the right tax for that kind of cost.
- Payables Clerk
Matches it to purchase order 1184 and marks it ready for the team to check.
- Reconciler
Spots that the same supplier billed twice in March and raises it for Omar.
- Receivables Clerk
Sends customer 118 its second reminder, from the template Omar approved.
- Omar
The £8,200 payment waits for Omar. He checks the match and approves.
The close takes four days instead of nine.
312 invoices matched this week, 98% of them within a day.
How Finance desk reads partway through a month. Example numbers.
Sucafina runs this kind of work on Lua.
Common questions
Can it pay suppliers?
Payments always wait for a person.
Does it work with invoices that are photos?
Yes. It reads the image, pulls out the fields and applies the right tax treatment, then a person checks it.