Streamline financial operations with intelligent automation
From invoice processing to payment requests and client communications, Send AI automates your financial inbox workflows to ensure compliance and reduce errors.
Finance & Banking
Financial precision meets
document chaos
Invoices, payment requests, and client communications arrive in endless formats. Each requires manual review, system cross-referencing, and complex approval routing.
Global financial assets requiring precise management.
Zero tolerance for errors in financial transactions.
Global markets and payments never sleep.
Time spent on manual data entry and verification.
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How we can help
Use Case
Automatically extract invoice details including amounts, due dates, vendor information, and line items. Match invoices to purchase orders, route for approval, and trigger payment workflows without manual intervention.
Challenges
- Invoices arrive in dozens of formats: PDF, email, scanned images, EDI
- Line-item matching to POs requires comparing hundreds of data points
- Approval workflows vary by amount, department, and vendor relationship
Business Case
- Reduce invoice processing time from 8 days to 2 hours
- Capture early payment discounts worth 2-3% through faster processing
- Process 10x invoice volume without expanding accounts payable staff
Discover the Send AI platform
Send AI handles the entire workflow. Automatically classifying, extracting, validating, and routing every request to the right team and system.
Automatically split, rotate, and enhance documents before processing. We handle multi-page PDFs, scanned images, and mixed attachments.
Learn more
Discover the Send AI platform
Send AI handles the entire workflow. Automatically classifying, extracting, validating, and routing every request to the right team and system.
Automatically split, rotate, and enhance documents before processing. We handle multi-page PDFs, scanned images, and mixed attachments.
Learn moreIntegrate with the systems you already use
Connect via Email and API, Export in Any Format
Send AI seamlessly integrates with your existing systems through email, direct API or SFTP connections. Export processed data in JSON, XML, Excel, CSV, or TXT to ensure compatibility with any downstream system.
{
edi_reference: {
id: "g67iui9i2d",
content: "INV-9090100",
value: "INV-9090100",
start_offset: 112,
end_offset: 120,
confidence: 0.97,
meta: {
customer_name: "Acme Corp",
customer_id: "CUST-00123"
}
labeled_by: "sendai-finance-v1.2",
created_at: 20250923T12:34:56Z,
}
}| A | B | C | D | |
|---|---|---|---|---|
| 1 | Invoice ID | Date | Amount | Customer |
| 2 | INV-9090100 | 2025-09-23 | €5,240.00 | Acme Corp |
| 3 | INV-9090101 | 2025-09-24 | €3,180.50 | TechCo Ltd |
| 4 | INV-9090102 | 2025-09-25 | €7,425.75 | Global Inc |
| 5 | INV-9090103 | 2025-09-26 | €2,895.25 | StartupXYZ |
| 6 | INV-9090104 | 2025-09-27 | €4,560.00 | Enterprise Co |
Customer Success
Trusted by industry leaders
“We process for some of the biggest names in insurance and trust Send AI to be the basis on which we deliver our service.”
“Every week we add more customers to automatic processing, and every week I see my team getting more breathing room. We're now focusing on the complex work that truly benefits from our expertise.”
Ready to launch?
It's time for your inbox revolution. Start today.
Request a personalized demo and discover how our AI-powered platform can transform your team's performance in days.
Why teams choose Send AI
- Proven in production handling complex, real-world edge cases that break standard demos and automation tools.
- Empowers your key experts with a superior human-in-the-loop interface turning data entry into high-value validation.
- Built for regulated industries like Insurance and Logistics, ensuring full compliance with strict security requirements.
- Rapid time-to-value means you go live in days, not months, avoiding the long implementation cycles of legacy software.
Industry Insights & Best Practices
Download our comprehensive whitepaper covering real-world case studies, implementation strategies, and proven methodologies for achieving operational excellence with AI automation.
Coming Soon
We are currently updating our whitepapers with the latest industry insights. Please check back later.
