Solutions

AI for
finance teams.

Close the books with less chasing. Bots collect the receipts, fill in the portals, and reconcile the sheet, and stop at anything that moves money.

  • Stops before payments
  • Every step on screen
  • Works on your spreadsheets
  • A record of every run
Expense Reports
File my expenses for the Denver trip.
Used the computer · clicked, uploaded, scrolled
  • Gmail9 receipts found
  • Expensifyreport filled · $1,284.60
  • Google Sheetstrip budget updated

The report is ready to submit. One dinner receipt has no itemized copy, so I flagged it instead of guessing.

Follow up...

Cluster Bot · Expense Reports

File the expense report.

Collects the receipts from your mail, matches them to the card statement, and fills in the report line by line.

Meet Cluster Bot

Capabilities

The back office, handled

Put AI on the collecting, matching, and form-filling, and keep people on the judgment calls.

Expense reports
A bot finds the receipts in the inbox, matches them to the card statement, and files the report for approval.
Invoices and vendor portals
Invoices are entered and vendor forms filled in on the bot’s own computer, and it hands payment and login to a person.
Reconciliation
Upload the exports and ask for the mismatches. Cluster reads the spreadsheets and lists what does not tie out.
Analysis of reports and filings
Ask for the figures, the changes since last quarter, and what stands out, with the page each number came from.
Month-end routines
Scheduled routines chase the missing receipts and open approvals before the close, not after.

How teams use it

From a receipt to a closed month

  • Receipt chasing

    The bot asks for what is missing, files what arrives, and tells you who still owes a receipt.

  • Variance notes

    Get a first draft of the variance commentary from the actuals and the budget, with the drivers named.

  • Audit requests

    Gather the supporting documents for a sample from mail and drive into one folder, labeled by request.

Explore all use cases

Work across your finance tools

Connectors reach mail and drive directly. Bots use your expense, billing, and banking sites through the browser and stop for a person at payment.

  • Gmail
  • Outlook
  • Google Drive
  • Slack
  • Expense tools
  • Billing portals
  • Spreadsheets
  • Vendor portals

Ready for a quieter month-end?

Talk to our team about Cluster for your finance organization.