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Auditoria

AI agents for accounts payable and accounts receivable that process invoices, vendor and customer emails, collections follow-ups and remittances inside the customer's ERP and finance systems.

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By Auditoria.AI

auditoria.ai

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Overview

Auditoria runs AI agents for finance teams across the cash cycle. On the payables side, agents capture, match and code invoices into the ERP, answer vendor emails, chase accruals, reconcile supplier statements and monitor supplier risk. On the receivables side, agents send collections follow-ups, answer customer emails and match remittances to open invoices. SmartResearch answers cash questions in plain language from live data. Agents act within policies set by the customer, with exceptions escalated to people and every action logged.
More product details

Product

Demo Url
auditoria.ai/request-a-demo
License Model
Proprietary
Solution Kind
Suite

Who it is for

Industries
  • Financial services
  • Insurance
  • Healthcare
  • Education
Organization Types
  • Business
  • Education
Use Cases
  • Invoice data extraction
  • Report generation

Features

Invoice Processing

Capture, match and code vendor invoices and create records directly in the ERP

Categories: Accounts Payable

Vendor Management

Continuously monitor suppliers' bank accounts, tax IDs, sanctions lists, credit and addresses

Categories: Accounts Payable

Invoice Management

Capture, code, match and route invoices and answer vendor emails, with an audit trail of each action

Categories: Accounts Payable

ERP integration

Connect to ERPs through certified connectors (listed integrations include Workday, Oracle, SAP, NetSuite and Sage Intacct)

Categories: Accounts Payable

Approval Process Control

Route invoices for approval under the approval hierarchies and segregation-of-duties rules the customer configures

Categories: Accounts Payable

Accounting

Chase non-billed expenses and generate accrual journal entries with segregation of duties built in

Categories: Accounts Payable

Fraud Detection

Detect invoice anomalies and inactive or high-risk vendors, and check suppliers against sanctions lists

Categories: Accounts Payable

Customer Statements

Answer customer requests for statements and invoices from the shared AR inbox with ERP-grounded replies

Categories: Accounts Receivable

Payment Collection

Prioritize accounts by risk and dollar impact, send reminders and dunning on the configured cadence, and escalate accounts that need a person

Categories: Accounts Receivable

Aging Tracking

Answer questions about past-due customers and DSO trends through SmartResearch, with answers traceable to the underlying records

Categories: Accounts Receivable

Technical details

AI

Action Permissions
  • Action
    Code, match, route and post invoice records in the ERP, and draft or send replies and collections outreach
    Approval
    Human review is required for exceptions and for actions above configured thresholds
    Object scope
    Records in connected systems and AP/AR mailboxes within the permissions the customer grants, controllable by role, entity, supplier and amount
Citations
Yes
Customer Data Training
Never by contract
Customer Knowledge
  • Connectors
Human Approval
  • Configurable
Input Modalities
  • Text
  • Image
Output Modalities
  • Text
Use Cases
  • Invoice data extraction
  • Knowledge question answering
  • Text generation
  • Risk analysis

Implementation

Delivery Mode
  • Vendor

Deployment

Delivery Models
  • Cloud (SaaS)
Hosting Regions
  • United States
  • United Kingdom
  • Ireland
Isolation Modes
  • Dedicated instance

Customization

Supported Scopes
  • Dashboards
  • Business rules

Security

Access Models
  • Role based
Assurances
  • Kind
    Certification
    Standard
    ISO 27001
  • Kind
    Audit report
    Standard
    SOC 2 Type II
  • Kind
    Self declaration
    Standard
    HIPAA
  • Kind
    Self declaration
    Standard
    EU-U.S. Data Privacy Framework (DPF)
Audit Events
  • Workspace activity
DPA Url
auditoria.ai/download/data-processing-addendum
Encryption At Rest
Yes
Encryption In Transit
Yes
Key Management
  • Provider managed
  • Customer managed
Residency Scope
  • Region
    United States, Canada and EMEA (United Kingdom primary, Ireland secondary); Guardian deployments in the United States
Subprocessors Url
auditoria.ai/trust/auditoria-subprocessors

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