Agentic Finance Operations · Queries and Transactions · P2P to Close

Every finance question. Every finance run.
One platform


Capture tools read the invoice and stop at the ledger. Helpdesk tools answer the query and can't touch the ERP. SupportFlo does both, end-to-end, on the ERP you already run.

Book a demo
P2P → Closequeries and transactions, one engine
900+pre-built finance workflows
Enterprise-wideevery major ERP, P2P and expense system
24×7vendors and employees, any time zone

The market makes you choose half of finance. We don't


Document tools grew up on the transaction. Service tools grew up on the question. Finance doesn't split that way - a typical day holds a vendor chasing payment and a three-way match exception in the same hour.

Two products. Two contracts. Two halves of the same ledger.

Half one - The transaction

Capture and P2P automation tools

Invoice OCR, AP workflow and spend platforms

✓ Invoice capture and line extraction
✓ PO and receipt matching
✓ Approval routing and coding rules
✓ Expense report policy checks
Where capture tools stop

At the ledger. Nobody answers the vendor chasing payment, no reconciliation, no close support - and most make you adopt their AP workflow.

Query Agent

The vendor chasing payment gets an answer, not a ticket.

Microsoft Teams MICROSOFT TEAMS ● 11:20
SupportFloChatInvoicesActivity
MC
Meera C.Vendor · Orbit Supplies11:20
Invoice 44821 was due last Friday and we haven't been paid. Can you check?
SF
SupportFloAgent11:20
Found it. Invoice 44821 posted, but it's held on a quantity mismatch - you billed 120 units, the goods receipt shows 100.
Your delivery note shows 120, so I've raised the receipt variance to the buyer and released the matched 100 for Thursday's payment run. The balance follows once they confirm.
👍 211:21 · Resolved
Type a message😊📎➤
One minutenot one more email

No case raised, no analyst pulled off the close, and the vendor got the real reason rather than a status code - the same path handles invoice and payment status, PO look-ups, expense policy, remittance advice and statement queries.

Half two - The question

Finance service-desk tools

Shared-services ticketing and FAQ assistants

✓ Vendor and employee query intake
✓ Policy answers and status look-ups
✓ SLA tracking across shared services
✓ Case routing to the right analyst
Where the service desk stops

At the transaction. Deflection and hand-offs, not resolution - and API-only reach stalls at the bank portal, the tax portal and the scanned remittance.

Transaction Agent

The invoice batch clears itself overnight - exceptions and all.

AP RUN · SAP S/4HANA ● 02:00
02:00:04
1,284 invoices picked up - inbox, EDI, supplier portal and scanned post.
02:06:37
Read and codedDOCEDGE
Header and line detail extracted, tax validated, cost centres assigned from history.
02:19:12
Three-way match run - 1,196 matched clean and queued for payment; 88 flagged.
02:31:48
61 exceptions cleared autonomouslyS2 · LIMITS ENFORCED
Price and quantity variances inside tolerance resolved; duplicates suppressed.
02:34:20
27 routed to buyers with evidence attached; postings written back with full trace. Run closed.
Overnightnot three days

Limits and segregation of duties enforced before anything posted, every exception evidenced before it routed, and nobody in at 2 a.m. - the same agent runs dunning, bank reconciliation, intercompany matching and close checklists.


One shared front - Teams, WhatsApp, email, portal, EDI, voice - classifies every item as a query or a
transaction and routes it to the right agent. Both close with a trace an auditor can follow.

SupportFlo runs both halves - on the ERP you already have.

Everything the capture tools process, plus everything the service desk fields - one governed engine, one licence, one audit trail. Nothing to migrate, nothing to rip out.

We didn't build another ERP. On purpose


Your ERP stays the system of record. SupportFlo works underneath it- syncing every posting, exception and resolution back with a full decision trace. Your controls, chart of accounts, and close calendar stay untouched. Automate work before the transaction exists - and resolve exceptions after.

SAP S/4HANAOracle FusionNetSuiteMicrosoft DynamicsCoupaSAP AribaSAP ConcurTally + your banking, tax, treasury and procurement systems

Seven parts. One engine

Resolves
Query Agent
Answers and acts on finance questions end-to-end - invoice status, payment dates, expense policy, PO look-ups - for vendors and employees alike.
Runs
Transaction Agent
Works the transaction: coding, three-way match, exception handling, dunning, reconciliation and close tasks - scheduled, at volume.
Reads
DocEdge
Document AI for finance paper - invoices, remittances, bank advices, receipts and contracts - read, classified and extracted, however they arrive.
Builds
Builder Agent
Describe a finance workflow in plain English - get a working automation back to inspect, tweak and version, dev → test → prod.
Ships ready
AgentEdge Marketplace
Production workflows across the systems finance actually runs on - start from proven, not from blank.
Reaches
EdgeReach
Native RPA into the systems with no API - bank portals, tax and e-invoicing portals, vendor sites, legacy ERP screens.
Governs
Policy Guard
Every action passes one guardrail engine - segregation of duties, approval limits, payment holds, rollback, hash-chained audit.
Together
SupportFlo for F&A
One licence: agentic AI, RPA, Document AI, workload automation and ETL - native, not bolted together from separate products.

And when the workflow doesn't exist - describe it


Start with the 80% that’s already built. Describe the rest in English - tailored to your entities, tax rules, and controls. Build 10× faster. Reuse everywhere.

PROCESS STUDIO · BUILDER COPILOT ● Draft ready
Prompt

When a supplier invoice arrives without a PO, check whether the supplier is approved, route it to the cost-centre owner, and chase after two days.

No blank canvas. No connectors picked by hand. No script written.

Builder Copilot · generated workflow
1
Read invoiceDocEdge · classify non-PO, extract supplier and amount
2
Check supplier masterSAP S/4HANA · approved-vendor and bank-detail check
3
Route for approvalPolicy Guard · S2 · cost-centre owner, limit enforced
4
Chase after 2 daysTeams and email · escalate, then post on approval
4 steps · 3 connectorsEditable in Process StudioReady to promote → test
01 · Describe
Say it in plain language
Describe the control the way you'd explain it to a new analyst. The Builder Agent drafts the working automation.
→
02 · Inspect
Real workflows, visual studio
Open it in Process Studio - 255 built-in steps and connectors. Tweak what's different. Full logic underneath, no black box.
→
03 · Govern & ship
Versioned, promoted, gated
Every workflow versions and promotes dev → test → prod, registers with Policy Guard, and joins the same audit trail as everything else.

Finance workflows you don't have to build


Production-ready automations for finance queries and transactions. Enable a pack, not a project. Works across your existing ERP, P2P, expense, and banking systems. No custom build required.

-
Accounts Payable
Invoice capture · 3-way match · exceptions · payment runs
-
Accounts Receivable
Cash application · dunning · collections · credit checks
-
Expense & T&E
Concur · receipts · policy checks · reimbursements
-
Procure-to-Pay
Coupa · Ariba · requisitions · supplier onboarding
-
Record-to-Report
Reconciliations · journals · intercompany · close checklists
-
Treasury & Banking
Bank statements · payment files · cash positioning
-
Tax & Compliance
e-invoicing · GST/VAT filing · withholding · audit packs
-
Master Data
Supplier and customer master · bank-detail validation

We automate the dark corners API-only tools can't touch

Bank & treasury portals

Statements and payment files behind a login only.

Browser agent

Tax & e-invoicing portals

Government filing sites with no integration.

Native RPA

Supplier & customer portals

Third-party sites you can only click through.

Browser agent

Legacy & green-screen ERP

Terminal ledgers still running the close.

Terminal emulation

Scanned invoices & remittances

Paper, PDF and email attachments.

Document AI

Spreadsheet-run processes

Reconciliations that live in a workbook.

Native RPA

Every finance function has these. Automation that's API-only stalls at the door - native RPA + Document
AI is why we don't.

Autonomy your controller and your auditor can both sign off


Prove. Promote. Control. Autonomy starts with shadow-mode evidence and authorized human approval. You decide what goes autonomous - and nothing operates beyond the limits you set.
Governed by design. Multi-LLM • SOC 2 Type 2 • ISO 27001 • GDPR. Built for regulated teams. SaaS • On-prem • Hybrid

One guardrail engine
Every action from every agent passes Policy Guard before it runs - no side doors.
Segregation of duties
The agent that codes an invoice never approves it. Roles enforced per entity and per ledger.
Approval & payment limits
Value thresholds, vendor holds and payment-run caps enforced at execution, not in a policy doc.
Reversal + verify
No posting ships without a reversal path and a verification step. Outcomes confirmed, not assumed.
Hash-chained audit
Every decision, approver and document version recorded, tamper-evident and SIEM-ready.

The same employee asks IT, HR and finance questions


SupportFlo resolves all three in the same thread and logs each in the system that owns it. Land one desk, then expand on the deployment you've already paid for.

Also available

SupportFlo for IT →

Every request and every incident - resolved on the ITSM you already run.
Also available

SupportFlo for HR →

Every employee question and every HR process - on the HRMS you already have.
Underneath it all

The AutomationEdge Platform →

Build agents for the rest of your enterprise - and for the business itself.

Start with your worst queue - either half of it

Book a demo →

Live, 40 minutes.

Two-week pilot →

Test on real invoices and queries.

See what you'd save →

Your volumes. Your exceptions. Your ROI.

[email protected] · SaaS, on-premises or hybrid