Agentic automation for the back office
The work nobody wants to do — coding invoices, chasing reconciliations, onboarding hires, reading contracts — handed to supervised agents that act in your systems, with approvals on anything that matters.
- AP, AR & reconciliations
- HR onboarding & offboarding
- Document & contract review
- Audit-ready by default
Your back office runs on copy-paste
And the cost is bigger than the headcount.
Finance and operations teams spend their days moving data between systems that were never meant to talk: keying invoices from PDFs into the ERP, reconciling a bank feed against the GL line by line, stitching an onboarding checklist across HRIS, IT, and payroll, reading the same contract clauses for the hundredth time.
It's slow, it's error-prone, and it scales linearly with volume — every new vendor, hire, or entity adds work. Worse, it buries your most capable people in clerical tasks instead of the analysis and judgment you actually hired them for.
Agents change the unit economics. They read the messy inputs, apply your rules, do the work in your systems, and surface only the exceptions that need a human — so the team's job shifts from doing the task to approving and improving it.
Functions we automate
Pick the workflow bleeding the most hours. Each is a self-contained agent with its own guardrails.
Accounts payable
Capture invoices from email and portals, code them to the right GL accounts, run three-way matching, and queue exceptions for approval.
Reconciliations
Match bank, card, and intercompany activity against the ledger, explain variances, and draft the journal entries that close the gap.
HR onboarding
Drive new-hire and offboarding checklists across HRIS, IT provisioning, and payroll — no dropped steps, no orphaned access.
Document review
Read contracts, POs, and policies; extract terms, dates, and obligations; and flag anything that deviates from your playbook.
Master data
Keep vendor, customer, and employee records clean and deduplicated across the ERP, CRM, and HRIS as source data drifts.
Reporting & close
Assemble recurring reports and close-package schedules from live system data, ready for your controller to review.
From one workflow to a fleet
We start with a single painful process, prove it in your environment, then expand.
Map
We shadow a real workflow end to end — the systems, the rules, the exceptions, and the approval points.
Build
We wire the agent into your ERP, HRIS, and document stores through scoped, governed connections.
Supervise
It runs alongside your team first: agents propose, humans approve, and we tune until trust is earned.
Scale
We raise autonomy on the safe steps, keep gates on the risky ones, and add the next workflow.
Approvals on anything that touches money or records
Back-office automation fails when it's a black box. Ours isn't. Agents operate through an action layer where every step is scoped, logged, and reversible — and any action that posts a journal entry, releases a payment, or changes a system of record can require a named human's sign-off.
That means you get the throughput of automation without giving up control. When something looks off, the agent stops and asks instead of plowing ahead, and your auditors get a clean, queryable trail of who did what and why.
- Approval gates on payments and postings
- Exceptions routed with supporting documents
- Full decision lineage for every action
- Maps to your existing SOX controls
RPA scripts vs. back-office agents
Why brittle bots break and agents adapt.
| Traditional RPA | An Automatic.co agent | |
|---|---|---|
| Inputs | Breaks on layout changes | Reads messy PDFs, email, and portals |
| Exceptions | Halts the whole queue | Flags one item, keeps working |
| Rules | Hard-coded, hard to change | Stated in plain language, easily tuned |
| Oversight | Runs blind | Approvals, thresholds, and lineage |
| Maintenance | Constant script repair | Self-corrects, learns from corrections |
Frequently asked questions
Which back-office workflows are the best first targets?
High-volume, rules-heavy tasks with messy inputs and clear right answers: AP invoice coding, bank and account reconciliations, employee onboarding/offboarding, and contract or policy document review. They have the volume to justify automation and a paper trail to verify it.
How do agents touch our finance and HR systems safely?
Through a governed action layer with scoped, read-mostly credentials. Agents draft journal entries, PO matches, and HRIS updates, but anything that moves money or changes a record of consequence routes to a named human for approval before it posts.
What happens when an invoice or record doesn't match?
The agent doesn't guess. Exceptions — duplicate invoices, three-way-match failures, unbalanced reconciliations — are flagged to the right person with the supporting documents attached, so your team spends time on judgment calls instead of data entry.
Will this satisfy our auditors and SOX controls?
Yes. Every agent action is logged with full lineage: the source document, the rule applied, the system of record updated, and who approved it. We map agent steps to your existing control framework so audit becomes a query, not a scramble.
Bring your worst spreadsheet. We'll bring an agent.
One working session to map a back-office workflow and the path to running it on autopilot — with you still holding the approvals.