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Slimaco Who it’s for For finance and accounting

Less retyping, more control over receivables and reports

Slimaco agents collect invoices from the mailbox, prepare payment reminders and build the monthly report from spreadsheets and the CRM. Accounting approves before anything goes out.

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Reminders go out regularly, not when someone finds the time.

Sound familiar?

  • Cost invoices arrive by email, and someone retypes the supplier, amount and due date into a spreadsheet.
  • Payment reminders go out irregularly, and their tone depends on who writes them.
  • The report for management is built from several spreadsheets and looks a little different every month.
  • The team’s questions about expenses, travel and purchasing rules go to the same two people.

What Slimaco takes over

  • An agent collects invoices from a dedicated mailbox, reads the data and builds a summary with items to clarify.
  • Every day it picks overdue payments, checks the contact history and drafts reminders in a tone that fits the customer relationship.
  • On the first working day of the month, a report compared with the budget, with comments on variances, for the CFO to approve.
  • Expense rules in one place. Employees ask Slimaco, not the accountant.

To start: payment reminders or the cost invoice summary. We measure the time accounting spends retyping and chasing deadlines.

AI agents

Finance usually starts with these agents

Agents follow your company’s rules, in the apps you already use. Where it matters, they wait for a person to approve.

Scheduled · daily at 9:00 am

Payment reminders

  1. Checks the receivables sheet on OneDrive
  2. Selects overdue payments and checks the contact history with the customer
  3. Prepares reminders in a tone that fits the customer relationship
  4. Approval: Accounting approves every message
ResultReminders go out regularly, not when someone finds the time.
AppsOneDriveOutlook
Scheduled · every Monday at 7:00 am

Cost invoice summary

  1. Collects invoices from a dedicated mailbox
  2. Reads the supplier, amount and payment due date
  3. Creates a summary in a spreadsheet and flags items to clarify
  4. Approval: Items to clarify go to a person in accounting
ResultAccounting gets a ready list instead of a pile of attachments.
AppsGmailGoogle Drive
Scheduled · first business day of the month

Monthly report for management

  1. Collects data from finance spreadsheets and CRM
  2. Compares results with the previous month and the budget
  3. Prepares a summary with comments on variances
  4. Approval: The CFO approves the report before it is sent
ResultManagement gets the report on time, in the same format every month.
AppsOneDriveHubSpotOutlook
See all automations

Works in the apps you already use

OutlookGmailOneDriveGoogle DriveMicrosoft 365HubSpot over 1,000 integrations

See also

Similar situations in other companies

Story · 150-200 people“Every department has its own truth”See →RoleManagement and ownersWe grow without hiring in proportion.See →IndustryLaw and accounting firmsA partner loses an hour a day to questions they have answered many times before.See →

FAQ

Frequently asked questions

More answers in the knowledge base.

Does Slimaco replace the accounting system?
No. Slimaco works alongside it: it collects data from mailboxes and spreadsheets and prepares summaries and draft messages. Bookkeeping stays in your system.
Will the agent send a reminder to a customer on its own?
By default, accounting approves every message. You can also approve the first run and let the agent act for a set period.
Can the agent handle our receivables spreadsheet?
Yes, if it is on OneDrive or Google Drive. The agent reads the summary, picks overdue items and checks the contact history with the customer in the mailbox.
Where is financial data stored?
Knowledge and backups are stored in the EU. Everyone sees only the documents they have permission to see, and model providers do not use the data for training.

Start for free

Try Slimaco on your own emails, documents and processes

In a week you’ll know whether Slimaco works in your company. You connect mailboxes and documents, describe your first task and check the result on your own data.

  • No card and no commitment
  • An account with unlimited users for 7 days, with a pool of 5,000 AI credits
  • Activation within one business day
  • Help with the initial setup

Request a trial account

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