Finance operationsRoadmap
Your back office, run by agents.
Most of order-to-cash and procure-to-pay is copying data between systems. Agents can send the invoices, apply the cash, chase late payers and match the bills, around the clock. Your team steps in when it takes judgment.
Talk to usOn our roadmap.
The workflows
Watch a workflow run.
Agents follow your process. When something needs a person, the work waits for them.
INV-1042 · Acme · $48,200
Done. One call made by a person.
Invoice
Raised it from Acme's contract and sent it on the 1st.
Remind
Nudged Acme's AP team three days before it was due.
Apply cash
$47,000 arrived with no reference. Matched it to INV-1042.
Sent to the AR lead
Acme paid $1,200 short. Their last two payments were short by the same bank fee.
AR lead wrote off the $1,200.
Post
Posted the payment and the write-off to NetSuite.
Close
Closed INV-1042. Acme's balance is back to zero.
The agents also take on
Invoicing from contracts and usage Collections and reminders Credit risk Disputes and credit notesBill 7731 · Northwind · $31,500
Done. One call made by a person.
Capture
Read the PDF from the AP inbox.
Match
Matched it to PO-3381 and the goods receipt.
Check
Northwind's bank details differ from the last payment.
Sent to the Controller
New bank details on a $31,500 bill. Nothing from Northwind about a change.
Controller confirmed the new account by phone.
Approve
Sent it to the budget owner, who approved it in Slack.
Pay
Added it to Friday's payment run, within your limits.
Post
Posted it to NetSuite, with every approval attached.
The agents also take on
Vendor onboarding Two- and three-way matching Approval routing Duplicate and fraud checks Payment runsThe platform
Agents do the work. Quro is what they run on.
The same platform your planning runs on.
Your team
Approve, and handle the exceptions
- AR lead
- AP team
- Controller
Exceptions, with the contextApprovals and calls
Quro
Agents
- Billing agent
- Cash agent
- Collections agent
- Payables agent
- Knows your customers, vendors and terms
- Keeps to your rules and approval limits
- Records every step and every approval
Reads your data, writes back only what's approved
Your systems
- NetSuite
Salesforce
Xero
QuickBooks
- Your bank
- The AP inbox
Nothing is paid or posted without the approvals you set.
Explore the platformLet's talk
What would you hand over first?
We're shaping this with the finance teams who'll use it.