Finance teammate
AI finance assistant for invoices, receipts, and reminders
A MatesBot Finance teammate reads invoices and receipts from PDFs and scanned documents, including tables, and turns them into clean spreadsheets. It sends payment reminders on a routine and helps prepare VAT records for your accountant. It does not give tax advice or file returns for you.
Sign up with your work email.
What your Finance teammate does
- Read invoices and receipts from PDFs, Office files, and scans, including tables.
- Build a monthly expense sheet with totals by category.
- Make a chart of spending by vendor or month.
- Send payment reminders for unpaid invoices on a routine.
- Help prepare VAT records for your accountant.
- Download statements from web portals you log it in to.
- Check that each invoice has a matching receipt and list the gaps.
Last updated:
A day with your Finance teammate
An example of how the work flows. You set the times and the rules.
1st, 8:00
The month-end routine collects last month's invoices and receipts.
1st, 10:00
The expense sheet and a chart are ready in chat.
2nd
You approve the reminder emails for unpaid invoices.
5th
It sends your accountant's pack of VAT records for review.
Set up in 3 steps
- 1
Create your Finance teammate
Start from scratch, or from one of your company's saved templates. Give it a name, a title, and a job description, and choose its computer.
- 2
Connect the apps it needs
Connect the mailbox where invoices arrive and the drive where you keep receipts. Each connection belongs to you, and the teammate needs your permission to use it.
- 3
Add a routine
For example: "On the 1st of each month at 8am, build last month's expense sheet and list unpaid invoices."
New to MatesBot? The Owner Bot can create departments and leads for you during company setup.
You stay in control
- Ask before purchases and before any payment step.
- Department memory keeps finance details with Finance.
- Payment pages always need you: it hands you the screen.
More on approvals and security and the teammate's own computer.
Other departments
- OperationsLogs in to supplier and government portals to enter or collect data, sends daily reports, and chases vendors.Learn more →
- Executive assistantGets your inbox to zero, preps your calendar, writes meeting notes, and briefs you each morning.Learn more →
- Customer supportTriages a shared inbox, drafts replies, keeps your FAQ document current, and hands off to a person.Learn more →
Frequently asked questions
Can it read scanned receipts?
Yes. Teammates read PDFs, Office files, and scanned documents, including tables.
Will it file my VAT return?
No. It helps prepare VAT records for your accountant. It does not give tax advice or file returns.
Can it make payments?
Payment steps hand the screen to you, and you can add an approval rule such as "Ask before purchases".
Give your first teammate real work today.
Sign up with your work email. The Owner Bot sets up your company with you in chat.