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.
The category
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
At the ledger. Nobody answers the vendor chasing payment, no reconciliation, no close support — and most make you adopt their AP workflow.
The vendor chasing payment gets an answer, not a ticket.
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
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.
The invoice batch clears itself overnight — exceptions and all.
Header and line detail extracted, tax validated, cost centres assigned from history.
Price and quantity variances inside tolerance resolved; duplicates suppressed.
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.
By design
We didn't build another ERP. On purpose
Your ERP stays the system of record. SupportFlo plugs in underneath — two-way
sync, every posting, exception and resolution written back with its decision
trace. Your chart of accounts, your controls, your close calendar: untouched, just quieter.
Works before the transaction exists (from the inbox and the portal) and after (from the exception
queue). If you ever change ERP, SupportFlo — and every automation you've built — moves with you.
The platform
Seven parts. One engine
And when the workflow doesn't exist — describe it
The pre-built packs cover the common 80%. For everything specific to your entity structure, your tax regime and your controls, your team builds from English — not from a blank canvas.
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.
10× faster to stand up automation than building from scratch — and every new build is reusable across
entities, or across every client you serve.
AgentEdge Marketplace
Finance workflows you don't have to build
Production-ready automations for queries and transactions, across the systems finance actually runs on. Enable a pack, not a project.
Every major ERP, P2P, expense and banking platform finance runs on — all live in the library today,
with new packs shipping monthly. No custom build required to start.
EdgeReach
We automate the dark corners API-only tools can't touch
Bank & treasury portals
Statements and payment files behind a login only.
Browser agentTax & e-invoicing portals
Government filing sites with no integration.
Native RPASupplier & customer portals
Third-party sites you can only click through.
Browser agentLegacy & green-screen ERP
Terminal ledgers still running the close.
Terminal emulationScanned invoices & remittances
Paper, PDF and email attachments.
Document AISpreadsheet-run processes
Reconciliations that live in a workbook.
Native RPAEvery finance function has these. Automation that's API-only stalls at the door — native RPA + Document
AI is why we don't.
Policy Guard
Autonomy your controller and your auditor can both sign off
Actions go autonomous only after shadow-mode evidence and an authorised human promotion. Ships conservative; you promote what you trust — and nothing posts outside the limits you set.
Multi-LLM behind one governed gateway · SOC 2 Type 2 · ISO 27001 · GDPR · SaaS, on-prem or hybrid — the
posture that clears regulated BFSI, healthcare and government finance teams.
One platform, every desk
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.
SupportFlo for IT →
Every request and every incident — resolved on the ITSM you already run.
SupportFlo for HR →
Every employee question and every HR process — on the HRMS you already have.
The AutomationEdge Platform →
Build agents for the rest of your enterprise — and for the business itself.
Get started
Start with your worst queue — either half of it
Book a demo →
Live, 40 minutes. A real vendor query and a real invoice exception, both resolved end-to-end.
Two-week pilot →
Your real invoices and queries, on your ERP — shadow mode, watch it close.
See what you'd save →
ROI worked out on your volumes, your exception rate and your rates.
[email protected] · SaaS, on-premises or hybrid