Case 03 · Marketing Agency · Finance
AI Finance Automation
FreshStack built a complete finance automation layer. AI reads invoices on drop, payments are detected the moment they land, and everything reconciles automatically.
- 0
- manual reconciliation
- 0
- visibility
- AI
- invoice reading
Before · The friction
Finance was entirely manual. Invoices arrived as PDFs and images with no structured way to log them. Payments landed but nobody knew until someone manually checked. Reconciliation meant cross-referencing spreadsheets, and there was zero real-time visibility on what was paid vs unpaid.
The system · AI finance layer
Inputs
- Invoice PDFs and images
- Incoming payment events
- Finance database records
What runs
- 01AI extracts invoice fields from dropped files
- 02Detect payments in real-time across accounts
- 03Match payments to invoices and reconcile
Outputs
- Auto-logged invoices from AI
- Instant payment confirmations
- One-click payment links
We built two connected systems. First, an AI-powered invoice ingestion layer: drop a PDF or image into a chat channel and AI extracts every field, posts an interactive approval, and logs confirmed invoices instantly. Second, a real-time payment detection engine that monitors multiple accounts, matches incoming payments to open invoices, and lets the team confirm or reject with one click. Outgoing invoices get auto-generated payment links.
After · The return
- ✓
Easy invoice logging from Slack.
- ✓
Real-time payment detection across multiple accounts with instant team alerts.
- ✓
Auto-generated payment links for every outgoing invoice.