AI agents for finance teams
43 workflows. Invoice matching, expense checks, close tracking, reconciliations and the monthly pack. Finance work that follows rules an AI teammate can follow too.
$149/month per workspace · Unlimited people · AI usage billed by your provider
- 36%
- of organizations say senior finance staff spend 31% to 50% of their time manually fixing data. FERF, 2026 Finance Architecture Survey
All finance workflows.
43 workflows
- Start here Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
- Start here Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Start here Reconcile two systems Find where billing, payments and the books disagree. Finance · On a schedule Works with Stripe, PayPal, QuickBooks, Xero.
- Review expenses against policy Expenses get checked against the policy before a person approves them. Finance · When something happens Works with Ramp.
- Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.
- Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Build a forecast scenario Ask "what if" and get the forecast redone with your assumptions. Finance · When you ask Works with Airtable, Microsoft 365.
- Write the monthly finance pack Management accounts, charts and commentary drafted for the leadership team. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Track subscriptions and renewals Know what software you pay for, who uses it, and what renews soon. Finance · On a schedule Works with QuickBooks, Xero, Ramp.
- Compare vendors Get a side-by-side on price, features and terms for any purchase. Finance · When you ask Works with Slack, Email.
- Answer "can I spend this?" People ask about budgets and approval rules and get a clear answer. Finance · When you ask Works with Airtable, Microsoft 365.
- Prep for an audit Collect the documents the auditor asked for and track what's missing. Finance · When you ask Works with Box, QuickBooks, Xero.
- Code transactions with a reason Unclear transactions get a suggested category and the reason for it. Finance · On a schedule Works with QuickBooks, Xero.
- Prepare the investor or board finance update Cash, burn, runway and key metrics drafted for investors each month. Finance · On a schedule Works with QuickBooks, Xero, Stripe, PayPal.
- Hold dates until the deposit arrives Dates are held for a day while the deposit request goes out, then released if no payment arrives. Finance · When something happens Works with Calendly, Cal.com, Stripe, PayPal, Gmail, Microsoft 365.
- Apply the no-show policy fairly A missed appointment comes with the facts and the policy, so you can decide on any fee. Finance · When something happens Works with Calendly, Cal.com, Stripe, PayPal.
- Turn completed jobs into invoice drafts Completed jobs become one invoice draft with labor, parts and approved changes, checked for duplicates. Finance · When something happens Works with QuickBooks, Xero.
- Find finished jobs that were never invoiced Weekly, list completed jobs with no invoice and separate warranty and prepaid work from real gaps. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Match travel and receipts to the right job When a job closes, tie its receipts and travel to the job, flag missing receipts, and draft billable costs. Finance · When something happens Works with Ramp, QuickBooks, Xero.
- Check visits against what customers are billed Each month, flag customers billed for more or fewer visits than they got, so errors are caught before the statement. Finance · On a schedule Works with Stripe, PayPal, Airtable, Microsoft 365.
- Explain unusual lines in owner statements Before statements go out, get a plain explanation for each unusual transaction so owners don't have to ask. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Check you can prove every progress claim Before a claim goes out, Maito checks each line has approvals and proof of work, and lists what's missing. Finance · On a schedule Works with QuickBooks, Xero, Box, Airtable, Microsoft 365.
- Get core charges back from suppliers Every refundable core gets a return task and a deadline, so the credit isn't left on a shelf. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.
- Turn approved timesheets into a client bill Maito turns client-approved hours into a draft invoice using your rate table, and shows revisions. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
- Build the evidence file for a chargeback Maito gathers order, delivery and message evidence before the deadline, so you submit one clean file. Finance · When something happens Works with Gmail, Microsoft 365, Box.
- Route purchase requests to the right approver Maito turns a purchase request into a structured one, routes it by amount, and checks it against the job budget. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Match supplier credits to the right bills Maito matches a supplier's credit note to the right bill and keeps you from paying the full amount. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Box.
- Release invoices once deliveries are signed Maito matches signed delivery slips to orders and prepares invoices, holding any with shortages for review. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Review profit on each finished job Once a job closes, compare what it earned with labor, materials and extras, and flag the ones that missed. Finance · When something happens Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Show how much cash is really free Combine what's owed, what's due and payroll dates so you see spendable cash, not just the bank balance. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Route invoices for payment approval Each valid invoice reaches the right approver with its due date, and the decision is recorded before anyone pays it. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
- Remind late payers, skipping disputed invoices Overdue reminders go only to invoices nobody is disputing and that haven't just been paid. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Log payment promises and invoice disputes A reply like I'll pay Friday or this was damaged becomes a dated case, and the chase pauses until it's checked. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.
- Match unlabeled bank payments to invoices When a payment arrives with no clear reference, Maito suggests which invoice it covers and flags part payments. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Reconcile refunds across payment and books Before a refund is issued, Maito checks the original sale and approval, then records it once in the books. Finance · When something happens Works with QuickBooks, Xero.
- Track close blockers until sign-off A month-end checklist with owners, workpapers and blockers, so close finishes only when every item is signed off. Finance · On a schedule Works with Linear, Asana, QuickBooks, Xero.
- Match sales-channel payouts to orders Each payout is broken into orders, fees and refunds, so deposits match sales and gaps get explained. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Update ingredient costs from supplier invoices Supplier invoices become checked ingredient costs, with big price jumps and pack-size changes flagged. Finance · When something happens Works with Gmail, Microsoft 365, Airtable.
- Track unpaid therapy claims Every claim that hasn't paid shows its status, age and next step, so nothing sits for 90 days. Finance · On a schedule Works with Airtable, Microsoft 365.
- Prepare therapy invoices and superbills for approval Paid sessions become invoices and superbills in the practice system, with exceptions held for a person to check. Finance · On a schedule Works with Gmail, Microsoft 365.
- Draft tuition invoices from taught lessons Completed lessons, rates and cancellation rules turn into invoice drafts, with disputes set aside for you. Finance · On a schedule Works with Calendly, Cal.com, QuickBooks, Xero, Airtable, Microsoft 365.
- Follow up on failed membership payments Every failed gym payment gets a polite message and an owner, and frozen members are left alone. Finance · On a schedule Works with Stripe, PayPal.
- Thank donors and record what the gift is for Each gift gets a matched donor, a recorded purpose and a thank-you draft, checked before it goes out. Finance · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Gmail, Microsoft 365.
Where AI helps a finance team.
Maito does the matching, chasing and first drafts. It logs and matches every invoice from email to your accounting software, reviews expenses against policy, and preps the month-end close checklist. It explains a budget variance, chases overdue invoices on a schedule, reconciles two systems, and writes the monthly finance pack from your accounting software and spreadsheets.
Money and judgment stay with finance. Finance approves payment, and a manager decides on an expense. The controller decides the close, the CFO checks a forecast model and edits the monthly pack, and finance approves every overdue reminder before it is sent. Maito does not pay, post or send anything to a customer without that approval, and it does not give final financial advice.
Start with overdue invoices. Connect your accounting software, ask @Maito in Slack for a list of what is late and a draft reminder for each, and send the ones you like yourself. Once the drafts match your tone, make it a Loop that runs every Monday and posts the batch for approval.
Questions.
QuickBooks, Xero, Stripe, PayPal and Ramp connect through MCP. Others work through a skill.
No. It logs, matches and flags. Finance approves payments and postings.
Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.
No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.
$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.