What accounting systems do you integrate with?

Miniloop integrates with QuickBooks, Xero, NetSuite, and other accounting platforms via API.

Can AI agents extract data from documents?

Yes. AI agents can parse invoices, receipts, and statements to extract relevant financial data.

How do you handle security?

We use enterprise-grade security with encryption at rest and in transit. Financial data is processed securely.

Can you handle complex matching rules?

Yes. AI agents can match based on amount, date, vendor, PO number, and custom fields you define.

Can AI agents handle multi-currency transactions?

Yes. AI agents can process transactions in multiple currencies, apply exchange rates, and reconcile across different currency accounts.

How do you handle partial payments and payment plans?

AI agents can track partial payments against invoices, update remaining balances, and match installment payments to the correct agreements automatically.

AI Agents for Finance Teams | Automate Reconciliation & Invoice Processing

Automate financial reconciliation

AI agents match invoices to payments, flag discrepancies, and update your ledger automatically. No more manual spreadsheet work.

Match invoices to payments automatically
Flag discrepancies for review
Keep your ledger up-to-date

Get started for free

Reduce manual financial work

From invoice processing to expense categorization, AI agents handle the data entry so your team can focus on analysis and planning.

Extract data from invoices and receipts
Categorize expenses automatically
Alert on unusual transactions

See how it works

Workflow Running

Fetch invoices

Match payments

Flag discrepancies

Update ledger

How AI agents for finance work

Connect your financial systems, define your rules, and let AI handle reconciliation.

Connect your systems

Link your accounting software, bank feeds, and email. Miniloop integrates with QuickBooks, Xero, and other finance tools.

Define matching rules

Set up how invoices should match to payments. AI handles the matching and flags exceptions.

AI reconciles automatically

Daily reconciliation runs on schedule. Your team reviews exceptions instead of matching every transaction.

Transaction processing on autopilot

AI categorizes expenses, reconciles accounts, and flags anomalies for review automatically.

Learn More

Workflows

Lead Enrichment
Apollo → HubSpot
Email Outreach
Gmail sequences
Data Sync
Airtable pipelines
Social Publishing
Twitter + LinkedIn
Meeting Prep
Calendar briefings
Content Generation
Notion drafts
SEO Research
Ahrefs analysis
Growth Reports
Stripe + PostHog

Manual reconciliation vs AI agents

See how AI agents transform finance workflows.

Without Miniloop

With Miniloop AI agents

Hours spent matching invoices to payments

Automatic matching and reconciliation

Manual data entry from paper documents

AI extracts data from documents

Discrepancies discovered during audit

Discrepancies flagged in real-time

Month-end close takes days

Faster month-end close

No time for strategic analysis

More time for planning and analysis

What AI agents do for finance teams

Save hours on reconciliation

Automatic matching means your team reviews exceptions instead of every transaction.

Catch discrepancies early

Real-time flagging means problems get fixed before they compound.

Eliminate manual data entry

AI extracts data from invoices, receipts, and statements automatically.

Focus on strategic work

Less time on data entry means more time for analysis and planning.

Close books faster

Automated reconciliation accelerates month-end and quarter-end close.

AI Agents for Finance Teams