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DEPARTMENT 06 OF 10 SEE ALL DEPARTMENTS →

Finance & Accounting

6 Agents. Each one handles one step your team does manually. Hover over the workflow to see where things break.

THE FINANCE WORKFLOW
1 Invoice Arrives 2 Extract The Details 3 Match The Work Order 4 Suggest The Code 5 Route For Approval 6 Approve Or Query 7 Post To Ledger 8 Reconcile At Close
6 AGENTS — CLICK TO BUILD YOUR OWN
Read → Extract → Check Duplicate → Suggest Coding → Queue For APAP Invoice Intake and Coding AgentSEE THE FULL WALKTHROUGH →Close Starts → Pull Data → Flag Anomalies → Draft Variances → Prepare PacketClose and Reconciliation Co-PilotSEE THE FULL WALKTHROUGH →Balance Due → Check Policy Stage → Send Reminder → Escalate → LogCollections and Delinquency AgentSEE THE FULL WALKTHROUGH →Read → Match WO → Suggest GL Code → Route to Approver → LogInvoice Intake and Coding and Approval RouterSEE THE FULL WALKTHROUGH →Request → Package Options → Route To Approver → Capture Decision → LogRepair Approval AgentSEE THE FULL WALKTHROUGH →Scan Controls → Check Reconciliation → Flag Gaps → Rank Risk → AlertTrust Ledger Guardian AgentSEE THE FULL WALKTHROUGH →
Finance and accounting covers the money operations of a portfolio: invoicing, accounts payable and receivable, reconciliation, delinquency follow-up, and reporting. SolWise builds narrowly scoped AI agents for the repetitive, deadline-driven parts — matching invoices, chasing what's overdue, and preparing the numbers — so the close is faster and less error-prone.

Property accounting is high-volume and unforgiving. Invoices that don’t match POs, payments applied to the wrong ledger, delinquencies that need chasing on a schedule, a month-end close that eats the first week. Errors here aren’t just annoying — they’re audit findings and owner-trust problems.

The agents in this department take the repetitive, rules-based work: matching and coding invoices, flagging the ones that don’t reconcile, running the delinquency follow-up on cadence, and assembling the recurring reports that otherwise consume days. The judgment stays with your team; the tracking and first-pass work doesn’t have to.

What each agent knows is where it’s not sure — the invoice that doesn’t match, the payment it can’t place — and it surfaces those rather than forcing a guess into your books. In finance, a confident wrong answer is worse than a flagged exception.

Every agent has a free walkthrough, so your controller can see the logic before trusting it near the ledger.

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Every walkthrough is free. Learn at your own pace. When you want help building, we're here.

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This is Finance & Accounting — 6 of 10 departments in Real Estate & Property Management. Explore all 10 departments →