An AI finance automation agent for your back office
Delegate invoice processing, transaction reconciliation, payment follow-ups, and recurring reports to an autonomous agent that works across your finance stack — with approval gates on anything that touches money.
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An AI finance automation agent is an autonomous agent that processes invoices, reconciles transactions against your ledger, chases overdue payments, and prepares recurring reports without a human running each step. Fleece AI runs one across QuickBooks, Xero, Stripe, Ramp, Google Sheets, and Slack, and waits for your approval before any sensitive action.
At a glance
| Best for | Finance teams & operators at SMBs |
|---|---|
| Key integrations | QuickBooks, Xero, Stripe, Ramp |
| Connects to | 2,500+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 7-day free trial, then paid plans |
By Loïc Jané · Updated June 8, 2026
How the agent works
From trigger to action — Fleece AI does the work in between.
Gmail
Invoice email
Stripe
Payment event
Fleece AI
Fleece AI at work
QuickBooks
Invoice booked
Xero
Reconciled
Slack
Flagged for review
Gmail
Invoice email
Stripe
Payment event
Fleece AI
Fleece AI at work
QuickBooks
Invoice booked
Xero
Reconciled
Slack
Flagged for review
Finance ops still runs on manual, repetitive work
Controllers and operators spend their days re-keying invoices, hunting for matching transactions, and writing the same payment reminders. The work is high-volume, deadline-bound, and easy to fall behind on.
How the agent works
Connect your stack
Link QuickBooks, Xero, Stripe, Ramp, Google Sheets, and Slack through managed OAuth. The agent can also drive a browser for finance tools without an API.
Delegate the goal
Tell the agent what you want done — process inbound invoices, reconcile the month, or chase aging receivables — in plain language, no rules to configure.
It does the work
A lead agent breaks the goal down and delegates to specialized child agents that handle intake, matching, follow-ups, and reporting in parallel.
Approve and schedule
Set approval gates so the agent pauses before paying or posting, then put the whole flow on a recurring schedule so it runs every close.
What the agent handles
Invoice intake
Reads inbound invoices from email and attachments, extracts line items, and creates bills in QuickBooks or Xero.
Reconciliation
Matches Stripe payouts, Ramp charges, and bank lines against your ledger and flags anything that doesn't tie out.
Payment follow-ups
Sends a consistent dunning sequence on overdue invoices and posts status updates to Slack so the team stays in the loop.
Recurring reports
Builds AR aging, cash position, and close summaries in Google Sheets on the schedule you set.
Agent teams
A lead agent delegates intake, matching, and reporting to specialized child agents that work independently in parallel.
Approval gates
The agent waits for your sign-off before any payment or posting, so you decide how much autonomy it gets.
Connects to your finance stack
Fleece AI connects to QuickBooks, Xero, Stripe, Ramp, Google Sheets, and Slack — plus 2,500+ other apps through managed OAuth, and a real browser for tools without an API.
What this makes possible
Frequently asked questions
Only if you let it. Fleece AI supports human-in-the-loop approval gates, so the agent can pause and wait for sign-off before any sensitive action like paying an invoice or posting to the ledger. You decide how much autonomy it has, action by action.
It connects to QuickBooks, Xero, Stripe, Ramp, Google Sheets, and Slack out of the box, plus 2,500+ other apps through managed OAuth. For finance tools without an API, the agent can drive a real browser to complete the task.
Yes. Fleece AI flows run on a recurring schedule or on triggers, not just on demand. You can set the agent to process invoices, reconcile, and prepare reports on a cron schedule so the work happens every close without you starting it.
Through autonomous agent teams. A lead agent breaks the goal into pieces and delegates to specialized child agents — one for intake, one for matching, one for reporting — that work independently and in parallel, mirroring a real finance org.
Yes. Fleece AI has a free plan with no credit card required, and paid plans that scale up as your usage grows. Models include GPT-5.2 and Claude Opus.