Invoice prep
Agents draft accurate invoices from tracked work, ready for a human to approve and send.
People & finance
The numbers, handled, with control intact
Onita gives your finance team AI agents that prepare invoices, reconcile trackers, chase payments, and build the reports — with a human approving every sensitive step — so the books stay clean without the grind.
Definition
What is Onita for Accounting & Finance?
Accounting and finance with Onita is an AI workforce that handles the repetitive, deadline-driven work of finance — invoicing, reconciliation, collections, and reporting — with mandatory human approval on anything that touches money.
- Billing Agent
- Collections Agent
- Report Agent
The shift
From accounting & finance that drags to accounting & finance that runs itself
The old way
- Invoices prepared and sent by hand
- Reconciliation eats days each month
- Payment chasing forgotten until it's late
- Reports built from exports and copy-paste
The Onita way
- Invoices drafted from the work delivered
- Trackers reconciled continuously by agents
- Polite reminders sent on schedule
- Financial reports assemble themselves
How Onita solves it
Three ways your accounting & finance changes
Clean books, less grind
Agents reconcile trackers and flag anomalies continuously, so month-end stops being a marathon.
Control on every dollar
Anything that moves money requires human sign-off — agents prepare, people approve.
Reporting on time
P&L, cash flow, and management reports build from live data, ready when leadership needs them.
AI workflow
How the money work gets done
- 1Delivery
Work is completed or a billing trigger fires
- 2Billing Agent
Drafts the invoice from hours and rates
- 3Finance lead
Reviews and approves before it sends
- 4Collections Agent
Sends reminders and tracks payment
- 5Report Agent
Rolls it into live financial reporting
3 agents at work
What you get
Built to carry the work, not just track it
Continuous reconciliation
Trackers stay reconciled and anomalies get flagged, so the books are always close to closed.
Automated collections
Polite, scheduled reminders keep receivables moving without anyone remembering to chase.
Live financial reports
P&L, cash flow, and management views build from current data — no export-and-paste.
80%
less manual finance work
100%
approvals enforced
days
faster month-end
Invoicing and reconciliation used to consume the first week of every month. Agents prep it all now — we just approve. The books have never been cleaner.
Explore related solutions
Accounting & Finance, answered
Do agents move money on their own?
Never without approval. Agents prepare invoices, reconciliations, and reports; a person signs off on anything that touches money. Every step is logged.
Can it reconcile our trackers?
Yes. Agents reconcile continuously and flag anomalies, so month-end is a review instead of a scramble.
Does it handle collections?
Agents send polite, scheduled payment reminders and track receivables, keeping cash moving without manual chasing.
Is it secure and auditable?
Yes. Permissions are scoped, sensitive actions require approval, and every action has a full audit trail.
Put an AI accounting & finance team to work
Book a demo and we'll design, build, and run the agents for accounting & finance around how your business already operates.