Solution
YOUR AI FINANCE TEAM

AI agents watch the money, you have peace of mind.

Our AI Operating System connects your data and takes over routine financial processes. From issuing an invoice to cash-flow reporting.

How they hand over work
4 AI agents in the finance team4 stages from invoice to report30 days to custom deployment100% financial data under your control
app.pixelbrain.ai/finance
Your AI finance team4 agents · line running
BillerINVOICING RUNNING
Issued 8 invoices
stripegooglesheets01/04
MatcherMATCHING PRACUJE
Matched 14 payments
stripe02/04
CollectorRECEIVABLES RUNNING
Sent 5 reminders
gmail03/04
ReporterREPORTING RUNNING
Compiled cash-flow report
googlesheetsnotion04/04
Your AI finance team

Four agents. One finance pipeline.

Each agent takes over where the previous one left off — from issued invoice to cash-flow report.

INVOICING · krok 1 ze 4

Biller

Issues invoices from received orders and approved proposals.

It automatically generates invoices in the Finance module based on data from the CRM (Opportunity). It uses company templates from the Documents module and prepares them for sending.

Approved order/proposalDraft invoice for sending
Manually vs. With Agents

Same work. Without manual re-entry.

Issuing invoicesManually transcribing data from an order into the accounting system.The AI agent creates an invoice with a single click directly from the CRM.
Matching paymentsDaily review of bank statements and searching for invoices.AI automatically matches most payments by variable symbol.
Managing receivablesManual checking of due dates and writing email reminders.AI checks due dates daily and sends reminders on its own.
Preparing reportsCompiling data from multiple spreadsheets and systems into a report.AI provides an up-to-date cash-flow report in real time.
How we build it

Agenti pod kontrolou. Your data.

01

Connected data

AI works with data across all system modules—from CRM to finance.

02

A person decides

AI prepares materials and executes tasks; sensitive steps are always approved by a person.

03

Your data, your rules

The entire system runs on your infrastructure; data never leaves your company.

04

AI assistant

An AI assistant works on all data for quick queries and report creation.

Deployment

Mapovat. Optimalizovat. Nasadit.

We start with one financial process, show the impact, and only then expand. Custom deployment in 30 days.

01

Process mapping

We analyse your financial workflow and identify areas for automation.

02

Optimisation and build

We will design and build bespoke AI agents and data models.

03

Deployment and training

We will deploy the finished system and train your finance team within 30 days.

Frequently asked questions

What accountants ask.

Can the system connect to our bank?

Yes, the system connects to bank accounts via standard banking APIs. This allows for automatic downloading of transactions for payment matching.

What happens if a payment has the wrong variable symbol?

The AI agent will mark such a payment as unmatched and notify the responsible person to assign it manually. The system learns from these cases.

Can we edit the invoice and reminder templates?

Of course. All templates in the Documents module are fully editable, including text and logos, to match your corporate identity.

How does the system handle VAT and different currencies?

The system fully supports working with VAT according to current legislation and allows invoicing in multiple currencies with automatic conversion at current exchange rates.

Who has access to the financial data?

Data access is managed by a system of roles and permissions. Only users with the appropriate authorisation can access sensitive financial data.