BotDojo Finance · Finance Systems

Turn scattered finance work into source-backed action.

Connect ERP, spreadsheets, planning tools, bank files, CRM, and inboxes so BotDojo can prepare artifacts and run policy-approved steps across the systems finance already uses.

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Finance system integration
ERP
NetSuite, SAP, Oracle
Planning
Models and forecasts
Bank and AR
Cash, invoices, payments
CRM
Customer context
Files
Spreadsheets and docs
Inbox
Approvals and evidence

BotDojo finance layer

Works above the finance stack, prepares work, and applies policy before sensitive sends or write-backs.

Read
Draft
Govern
1
Read

Pull source material from the systems finance already trusts.

2
Reason

Compare context across ERP, files, CRM, and planning data.

3
Prepare

Draft workpapers, follow-ups, variance notes, and exception packets.

4
Govern

Run policy-approved steps and gate sensitive sends, exports, or write-backs.

Finance AI Workflow using your existing tools.
BotDojo Finance · Accounts Receivable

Collections move from queue to resolution.

Prioritize aging, assemble account context, prepare follow-up, and route disputes so routine collections work keeps moving under policy.

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Collections Dashboard

Northwind Supply Co.

High-risk receivable with contact change detected from customer response.

Risk AR
$48,920
46 days past due
Case age
5 days
Open in Salesforce
Next action
Draft
Policy gated
Customer Research

Source-backed context for the collector.

5 sources
Salesforce Tickets
4 open
7 recent cases reviewed
Call Transcripts
3 calls
Payment contact changed
Main Contacts
2 finance
AP lead and controller
Contract Renewal
Sep 30
Renewal risk if dispute drags
High-risk receivable

Payment is past due and prior outreach went to a contact who left the company.

Collections Timeline
Invoice Due
May 15, 2026

INV-1048 due for $48,920. No payment posted.

Automatic Email Sent
May 17, 2026

Reminder sent to previous AP contact, Dana Morris.

30 Days Case Created
June 14, 2026

Collections case opened with Salesforce account context attached.

Customer Response
June 18, 2026

Dana is no longer with the company. Reach out to Priya Shah in AP.

Suggested Action
June 19, 2026

Send the invoice to Priya, CC the controller, and attach INV-1048.

Customer Response
Dana is no longer with the company. Please reach out to Priya Shah at ap@northwind.example for invoice questions.
Suggested action

Update the primary AP contact to Priya Shah, CC controller Ben Ortiz, and send a revised invoice email with INV-1048 attached.

Draft Email
Policy gated
ToPriya Shah <ap@northwind.example>
CcBen Ortiz <controller@northwind.example>
SubjectInvoice INV-1048 attached for Northwind Supply Co.
Hi Priya, following up on invoice INV-1048 for $48,920, originally due May 15. Dana let us know you are the right AP contact now, so I attached the invoice here. Can you confirm the payment status or let us know if anything is blocking processing?
INV-1048.pdf
BotDojo Finance · Forecasting

Forecast changes become CFO packages.

Explain variance, refresh assumptions, and prepare forecast narratives from connected finance context.

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Prepare forecast package

Assemble actuals, budget, forecast assumptions, and prior notes, then explain the largest variances and open questions.

Source material
4 attached
GL export.xlsx
Budget v Actuals.csv
Forecast model.xlsx
Prior CFO notes
Agent plan
1Pull variance drivers
2Refresh assumptions
3Draft CFO summary
4List follow-up questions
forecast-package-run

Q2 forecast package

Revenue forecast variance is primarily driven by delayed enterprise renewals and lower implementation services recognition.

Review
Revenue forecast
-3.4%
Driver attached
Gross margin forecast
+1.1%
Assumption noted
Runway forecast
14 mo
CFO note
Variance table
Generated artifact
Ready
Forecast memo
Generated artifact
Draft
CFO package slide
Generated artifact
Export gated
CFO package export gated by policy

The package draft is ready. Export asks under policy because it includes sensitive assumptions and source references.

BotDojo Finance · Reconciliation

Exceptions arrive with the evidence attached.

Support matching, cash application review, tie-outs, workpapers, and routed exception handling.

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Match payments to open invoices

Compare bank activity, remittance detail, and open invoices, then route exceptions with the evidence attached.

Source material
4 attached
Bank activity.csv
Open invoices.xlsx
Remittance emails
GL detail.csv
Agent plan
1Group likely matches
2Flag partial payments
3Draft exception notes
4Prepare workpaper
reconciliation-run

Cash application review

The agent matched standard payments and isolated partial-payment exceptions that need owner input.

Review
Matched
84%
Ready
Exceptions
7
Needs routing
Unapplied
$38k
Investigate
Match summary
Generated artifact
Ready
Exception packet
Generated artifact
Needs owner
Workpaper draft
Generated artifact
Draft
ERP write-back gated by policy

Standard match work is ready. ERP updates pause only for exceptions or match logic that exceeds controller policy.

BotDojo Finance · Controls

Policy decides what runs, asks, or stops.

Let routine reads, analysis, drafts, and routing run automatically while sensitive sends, exports, and write-backs ask or stop.

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Set finance action policy

Decide what agents can run automatically, what should ask, and which finance actions should never run.

Source material
4 attached
NetSuite tools
Salesforce records
Bank files
Board artifacts
Agent plan
1Allow source reads
2Auto-run routine prep
3Ask on sensitive actions
4Deny risky write-backs
action-policy-run

Finance action policy

Routine reads and prep can run automatically while sensitive sends, CFO exports, and ERP write-backs ask or stop based on policy.

Review
Auto-run
18
Routine tools
Ask
9
Sensitive tools
Denied
4
Risky writes
Policy log
Generated artifact
Live
Tool policy
Generated artifact
Draft
Audit packet
Generated artifact
Ready
Broad policy changes require admin signoff

Routine automation remains enabled, but broad exports and ERP updates stay disabled until an admin changes policy.

Finance Systems

The finance execution layer above your existing tools

BotDojo works above the stack finance already runs. It reads approved sources, prepares source-backed output, and applies policy before sensitive sends, exports, or write-backs.

NetSuiteSAPOracleGoogle SheetsExcel filesBank exportsSalesforceGoogle DriveOutlookBill.comSharePointPlanning models

Connected finance sources

Read approved ERP exports, planning models, bank activity, CRM records, spreadsheets, docs, and team inboxes.

Source-backed finance output

Draft workpapers, follow-ups, variance notes, exception packets, and CFO packages from connected finance context.

Policy-based action controls

Run routine reads, drafts, routing, and low-risk steps while gating sensitive sends, broad exports, and ERP-impacting updates.

Workflow memory

Keep task history, source files, generated output, unresolved questions, and policy decisions attached to the work.

Source references

Show the exports, files, notes, and system records behind each recommendation so owners can trust the next action.

Controlled system action

Let agents work across existing tools while policy decides what runs automatically, what asks, and what is blocked.

Accounts Receivable

Turn your AR aging report into collector-ready action

Prioritize overdue accounts, assemble customer context, prepare follow-up, classify replies, and route disputes so routine collections work keeps moving under policy.

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Collections prioritization

Rank overdue accounts by value, risk, history, and likely next action instead of manually sorting aging reports.

Customer context assembly

Pull invoice history, account notes, contract terms, prior outreach, and open tickets into the collector workflow.

Follow-up drafts

Prepare email or message drafts with the right invoice, dispute, and relationship context for delivery under policy.

Reply triage

Classify promise-to-pay, dispute, needs-info, and escalation replies so the queue keeps moving.

Dispute routing

Assemble evidence and route exceptions to the right owner instead of just logging the issue.

Controlled sends

Let routine follow-up move when policy allows, and ask before high-value, sensitive, or unusual collections actions.

Forecasting

Turn forecast changes into CFO packages with source trails

Prepare variance summaries, forecast assumption updates, SaaS metric commentary, CFO notes, and package drafts from connected finance context.

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Forecast package support

Gather actuals, forecast files, prior notes, source exports, and unresolved questions into one workspace.

Variance narratives

Draft the why behind budget-to-actual movement, forecast changes, margin movement, and operating expense swings.

CFO package drafts

Prepare draft slides, memos, and supporting notes instead of starting every package from a blank file.

SaaS metric summaries

Prepare commentary around ARR, MRR, churn, runway, burn, and cohort movement where source data supports it.

Open questions

Surface assumptions, missing data, and unresolved variance drivers before leadership sees the package.

Export controls

Route exports through policy when the package includes sensitive assumptions, references, or board-facing commentary.

Reconciliation

Give reconciliation exceptions the evidence they need

Match routine payments, surface ambiguous items, prepare exception summaries, support intercompany tie-outs, and draft reconciliation workpapers.

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Payment matching

Compare bank activity, remittance detail, and open invoices to prepare likely matches.

Exception surfacing

Flag unmatched, partial, or ambiguous payments with supporting evidence attached.

Workpaper drafts

Prepare reconciliation notes, source references, and unresolved items for controller action.

Intercompany tie-outs

Compare entity-level detail and prepare discrepancy summaries before they slow the close.

Cash context for AR

Help collections workflows understand what was paid, partially paid, or still unapplied.

Write-back controls

Run routine updates when policy allows and hold exceptions or uncertain match logic for the right finance owner.

Controls

Finance agents that run inside your controls

Keep finance work inside configured connections, tool permissions, and action policy so routine work can run while sensitive actions stay governed.

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Permissioned connections

Decide which finance systems, files, and tools a workspace can use.

Allow, ask, or deny

Allow safe reads, ask before sensitive sends or exports, and deny risky writes.

Sensitive action gates

Gate customer-facing, CFO package, external export, or ERP-impacting actions when policy requires it.

Task history

Keep prompts, source files, generated artifacts, and policy decisions attached to the work.

Monitorable output

Track artifacts, exceptions, workflow volume, token usage, and run cost by finance workflow.

Security boundaries

Preserve least-privilege access around connected finance tools without one broad shared credential.

Customer Stories

Finance workflows already proving value in the field

Start with a finance workflow where people spend too much time chasing context, preparing drafts, and checking exceptions across tools.

View customer stories
Results

80% reduction in collector research time

Mitratech reduced collector research time by using BotDojo to preprocess the AR aging file, assemble customer context, and prepare recommendations for collector action.

Policy-aware action

Drafts, exception packets, and source-backed notes can move automatically or ask based on finance policy.

Existing tools

Finance work moves through the ERP, spreadsheets, CRM, files, and team channels already in place.

Book a demo

Walk through the finance workflow you want to automate under policy

Bring the tools, files, and control points your team already uses. We will map what can run automatically, what should ask, and where BotDojo can prepare source-backed finance output.

Book demo