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Halcyon agent
Finance ops
Invoices matched to purchase orders. Mismatches sent to a person.
2 days
month-end close, down from six
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Scope
What it handles. What it leaves alone.
Matches every incoming invoice against its purchase order and delivery note, flags anything that does not add up and drafts the credit note request. Nothing is paid or booked without a controller's approval.
What it handles
- Three-way matching of invoices, purchase orders and delivery notes
- Credit note requests for short deliveries and price differences
- Expense checks against your policy, with the rule quoted
- Payout and refund reconciliation from Stripe
- A month-end checklist that shows what is still open
What it leaves alone
Payments, payroll, tax filings and anything sent to the auditor. Those stay with your finance team, start to finish.
Everything on this list goes to a named person, with the context attached. The agent does not guess.
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Example run
One real run, start to finish.
Every run is logged like this: what the agent read, what it did and who approved it. Times come from a customer workspace, names are changed.
Connects to
- 09:40 A supplier invoice for EUR 1,240 lands in the shared finance inbox.
- 09:40 The agent reads it and finds purchase order PO-4471 in QuickBooks and the delivery note from the warehouse.
- 09:41 The invoice bills 40 units. The delivery note says 36 were received.
- 09:41 It flags the EUR 124 difference, drafts a credit note request to the supplier and posts it for approval.
- 10:05 The controller approves. The request goes out, the invoice is held and the run is logged with both documents.
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In production
Teams running this agent today.
Each story starts with a week of looking at where the hours actually went. Numbers are before and after go-live.
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Book a demo
See this agent on your own queue.
Tell us where it would work and what it should never touch. We reply within one working day with two times for a call.
A reply within one working day
From a person, with two times for a call.
A 30-minute call about one workflow
We look at it together and say plainly whether an agent can take it.