Agentic Solutions for Finance & Accounting
Every transaction checked, every record reconciled
Finance and accounting back offices handle accounts payable, receivables, reconciliations, and reporting across multiple systems, often under tight close deadlines. Errors compound fast, audit gaps go unnoticed until it is too late, and manual rework eats into every cycle. Matterway's Agentic Assistant makes each process easier to execute and easier to get right, so your team closes cleaner and faster with fewer gaps across the board.
Talk to a finance & accounting expert
Up to 65%*
Handling time reduction
3-5x*
Increase in data quality
Up to 40%*
Lower rework rate
*Average metric improvement across a portfolio of Finance & Accounting use cases
See how it works in
real finance & accounting workflows
Results
Handling Time Reduction
60 → 21 Minutes
System
Excel, Azure SQL, SharePoint, Outlook
See full walkthrough
The problem
Reconciling investor accounts means working across Excel spreadsheets, Azure SQL databases, SharePoint records, and Outlook correspondence, often toggling between systems to cross-check figures manually. Errors slip through when volume is high, and discrepancies take significant time to trace back to their source.
With the Assistant
The Agentic Assistant guides associates through each reconciliation step, pulling data from the right systems in sequence and validating entries as they go. Every action is structured and logged, so nothing is skipped and discrepancies are flagged in real time.
Beyond the metrics
We’re talking about outcomes that aren’t just numbers.
Faster productivity time
New associates follow the same guided flow as experienced ones, regardless of which system or process they are working in. The Assistant reflects the latest procedures in real time, so ramp-up takes days instead of weeks, even as processes change.
Lower risk of errors
Finance and accounting teams process invoices, payments, and journal entries across multiple systems every day. The Assistant validates entries and enforces approval workflows in real time, so fewer errors make it into the books, and less time is spent on corrections during close.
Cleaner financial records
When AP, AR, and reporting data flow through different platforms, inconsistencies build up fast. The Assistant ensures every field is complete and consistent at the point of entry, so reconciliations go faster and audit preparation takes less effort.
Agentic Assistance solution areas
Explore use cases in which the Agentic Assistant lets you process more work, with
higher accuracy.
higher accuracy.
Accounts Payable & Receivable
Reconciliation & Close
Reporting & Tax Compliance
Accounts Payable & Receivable
Process invoices, payments, and collections with fewer errors and faster cycle times. The Assistant guides associates through every step, from invoice matching to payment scheduling.
Use cases:
Invoice processing and matching
Payment scheduling and execution
Accounts receivable follow-up
Expense report processing
Reconciliation & Close
Keep financial records accurate and audit-ready across every system and reporting period. The Assistant ensures every entry is validated before it moves downstream.
Use cases:
Bank reconciliation
Intercompany reconciliation
Month-end close preparation
Data integrity validation
Reporting & Tax Compliance
Prepare financial reports and tax filings on time and without manual rework. The Assistant structures each step so nothing is missed, even when deadlines overlap.
Use cases:
Financial statement preparation
Tax filing and documentation
Audit support and evidence gathering
Budget variance reporting
Join the world’s leading Ops teams optimizing further
Get a powerful assistant that allows you to boost productivity and unlock hidden efficiencies that would otherwise remain untapped.
Talk to a finance & accounting expert
Matterway is an enterprise-grade, AI-native intelligent assistance platform that simplifies complex employee workflows for large organizations and BPOs. Combining AI agents, automation, UX, and human-in-the-loop capabilities, it helps amplify human potential at scale. Acquired by Cognizant (Nasdaq: CTSH) in October 2025.
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