Octapipe for Finance

Finance approvals that check themselves

Expenses, vendor payments and refunds are reviewed against your policy by AI agents, so your team only handles the exceptions.

Start for free

Teams at these companies already run their processes on Octapipe

See customer stories

1.0 Request cards

Every expense and invoice in one card

Each expense, invoice or refund opens as a card with the fields finance needs, a checklist of tasks and the receipts attached. The data, the progress and the history stay in one place.

Fields for amount, cost center and due date
A checklist from review to payment
Receipts and invoices kept with the request

Purchase request card with custom fields, owner, pipeline and SLA

2.0 Agent builder

An agent for your spend policy, set up in minutes

Write your expense and invoice rules in plain language, like approving anything under $500, and choose where approved and rejected requests go. Start with the agent only recommending.

Rules for amounts, receipts and cost centers
Approved and rejected stages you choose
Autonomy from recommending to deciding

Create agent screen with persona, stages, instructions and autonomy

3.0 Forms & tracking

Receive expenses and invoices through forms

Employees submit expenses on a private form, and vendors send invoices through a public link. Everyone follows each step on a tracking portal, without emailing finance for updates.

Private forms for employee expenses
Public links for vendor invoices
A tracking portal for every requester

Purchase request form next to the tracking portal timeline

4.0 Document intelligence

Receipts and invoices read and matched for you

The Document Agent reads every receipt and invoice and matches it against the request and the purchase order, so your team stops retyping amounts.

Vendor, date, amount and tax ID extracted
Mismatches with the request or PO flagged
Missing or unreadable receipts caught early

Supplier invoice with vendor, dates, line items and total

5.0 Policies

Your finance policies, applied to every request

Write your expense, reimbursement and payment policies in plain language, from approval limits to required receipts. Edit a rule and the agents apply it to the next request.

Rules for limits, budgets and receipts
Separate policies for each pipeline
Versions saved for every change

Pipeline policies list next to a policy being edited

6.0 Audit trail

Every payment stays on record

Each expense, invoice and refund keeps a log of every check and decision, so month-end close and audits are a search, not a project.

A timeline of every check and approval
Who approved, and under which rule
Ready for the close and for auditors

Approval flows you can hand to AI agents

Examples of requests the agents review, the rule they apply and what happens next.

1
Expense reimbursements
Request
Client dinner for 2, €184.20, receipt attached
Policy
Client meals up to €100 per person, with an itemized receipt.
Agent checks
- Receipt matches the amount
- Within the per-person limit
- Submitted within 30 days
Result: Approved automatically
2
Vendor payments
Request
Invoice from Atlas Office Supply, €4,960
Policy
Invoices are paid only with a matching purchase order from an approved vendor.
Agent checks
- Purchase order on file
- Vendor is approved
- Bank details unchanged
Result: Sent to finance: no purchase order on file
3
Customer refunds
Request
Refund of €89.90 for a damaged order
Policy
Refunds up to €200 within 30 days of delivery, with a photo of the damage.
Agent checks
- Delivered 12 days ago
- Photo of the damage attached
- Under the €200 limit
Result: Approved automatically