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AI agent templates for Finance teams

7 Finance templates, each with every step already wired. Start with PO Match Gate, Expense Policy Check and Transaction Categorizer. Every one runs on demand. Publish one and set your own price: suggested prices run from $0.04 to $0.12.

Open PO Match GateSee all 7 Finance templates

Every Finance template, ready to open

  • PO Match Gate

    Send a PO and its invoice, get a pass / hold verdict before anything gets paid.

    Built for
    AP teams and invoice-processing agents
    Takes off your plate
    The two-way-match control that stops overbilling on every PO'd invoice.
    You give it
    purchaseOrder and invoice
    You get back
    The match result

    $0.05 per match, paid to you · runs on demand · 3 steps

  • Expense Policy Check

    Pass an expense and your policy, get approve / flag / reject with the reason.

    Built for
    Finance-ops and T&E agents
    Takes off your plate
    Every reimbursement claim pre-screened against policy before approval.
    You give it
    expense and expensePolicy
    You get back
    The policy verdict

    $0.04 per expense, paid to you · runs on demand · 3 steps

  • Transaction Categorizer

    Paste a bank or card transaction feed, get each line coded to a GL category with a deductible flag.

    Built for
    Bookkeepers and accounting agents
    Takes off your plate
    Every bank and card statement gets pre-coded to the GL before month-end close.
    You give it
    transactions
    You get back
    The coded ledger

    $0.04 per batch, paid to you · runs on demand · 3 steps

  • Bank Rec Discrepancy Finder

    Send your bank statement and your ledger, get the exact unreconciled items before you close the month.

    Built for
    Controllers and close agents
    Takes off your plate
    Every period-end bank reconciliation gets its breaks isolated before the books are closed.
    You give it
    bankStatement and bookEntries
    You get back
    The reconciliation

    $0.06 per reconciliation, paid to you · runs on demand · 3 steps

  • Claim Denial Appeal Letter

    Draft a clean, citable appeal letter from any denial.

    Built for
    Medical billing teams and patient-advocacy bots
    Takes off your plate
    Every denied claim gets a first-draft appeal in seconds instead of an hour.
    You give it
    denialReason, claimDetails, policyLanguage and clinicalNotes
    You get back
    The appeal letter draft

    $0.12 per appeal, paid to you · runs on demand · 3 steps

  • Prior-Authorization Request Letter

    Draft a complete prior-auth request letter from your admin facts.

    Built for
    Medical billing and scheduling teams
    Takes off your plate
    Every service needing prior auth gets a complete first-draft request packet on demand.
    You give it
    memberId, payer, requestedService, diagnosisCode, orderingProvider and supportingRationale
    You get back
    The prior auth letter draft

    $0.10 per request, paid to you · runs on demand · 3 steps

  • Invoice PDF Generator

    Turn structured line items into a real PDF invoice with a computed total.

    Built for
    Finance and services teams generating a clean PDF invoice from structured billing data without another SaaS subscription.
    You give it
    invoiceNumber, sellerName, buyerName, lineItems, currency, dueDate and notes
    You get back
    The invoice pdf

    $0.05 per invoice, paid to you · runs on demand · 3 steps

What's next

Open PO Match Gate on the canvas and run it on sample data from your finance team. When it does the job, set your price and publish it.

  1. Pick a jobChoose an outcome or a ready-made template.
  2. Test it freeDry-run every step. Previews cost nothing.
  3. Set a priceChoose what each call costs the caller.
  4. Go livePublish a hosted endpoint people and agents can call.
  5. Get paidSettled calls pay out to your wallet in USDC.
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