Rethinking AP in Financial Services: AI, Controls & Auditability
Invoice automation looks different in financial services.
In regulated businesses, processing an invoice is never just about extracting data and getting it approved. You need the right entity charged, the right approval authority followed, segregation-of-duties controls enforced, exceptions properly resolved, and a clear trail of every decision that an auditor can follow.
On top of that, the invoices themselves are often hard to automate: market data, legal and professional services, broker and trading costs, and expenses that must be allocated across entities, funds, desks or business lines.
This is the first session in our Financial Services Webinar Series. We'll show how AI can take on complex invoice processing while strengthening, not weakening, the controls that financial services teams can't afford to lose.
Who this is for
Finance, AP and control leaders in regulated financial services who want to automate more of their invoice processing while keeping auditability, segregation of duties and human oversight intact.
During the session you'll learn
How to handle the unique complexity of FS invoices while enforcing entity, approval and segregation-of-duties rules
How to build a complete, auditor-ready trail from invoice receipt through to accounting, automatically
How to process and allocate complex invoices (market data, legal, broker costs) across entities, funds and cost centres
How to decide where AI acts on its own and where human review should stay
How leading teams are increasing touchless processing while strengthening their control environment
We'll walk through these workflows live in Payflows, including how Athena, our AP agent, handles complex invoices while keeping the controls and evidence finance teams need.
Can't make it live? Register anyway and we'll send you the recording.
About the host
Payflows builds agentic modules that sit on top of your existing ERP. We automate complex workflows across procurement, accounts payable, contracts, spend and treasury. Finance teams using Payflows automate up to 80% of manual operations, gain better control and visibility, and free their people for higher-value work. Customers include Alan, Swile, Ledger, Mistral AI and more.