AI Transformation For Accounting

At Qvery, we help accounting teams spend less time matching, with custom AI agents that pair payments and plan the close. We build four. One matches customer payments to invoices, one handles the bank, one plans the close and one lines up your companies' books. Each works on your own bank files, ledgers, checklists and rules. A first working result comes in about two weeks. A customer pays and nobody can say which invoices the money covers. At month end, the bank and the books disagree in a dozen small places.

Each morning, it reads the new bank lines and the customer's remittance email or PDF, then proposes the invoices each payment covers. It shows the amount and the reference behind the proposal. When two sets fit the same deposit, or no note came, it lists the payment apart. It includes the question to ask your customer. A payment it can't explain goes on a short list. Your team decides each match and records it. It also handles short payments and credit notes.

No. The agent proposes each match with the line it rests on, and it never marks an invoice paid or posts an entry. A person decides every match and each correction. Your reviewer confirms the proposed bank matches, and your accounting lead signs the reconciliation. A bank line that fits several ledger entries is shown as a group, with the reason. Where the agent is unsure, it says so, and the item waits for a person.

Yes. A two-cent difference is noise to one company and a finding to another. So the agent applies the differences you allow, the date window and the exchange rates you give it. Where your rules are silent, it says it needs one instead of making it up. Your reviewer sees that question and decides. A late deposit is matched only if your date window allows it. Three deposits booked as one are matched as a group.

Two companies in your group often book the same transaction on separate days, at rates of their own. The agent pairs the entries using your rates and the date gap you allow. It shows how much of each gap the rate or the date explains, using the figures from both sets of books. It does this before anyone is asked to chase it. The differences your rules can't explain reach your accountants on one list. Each item shows both sides' lines and the amount. The accountants on each side agree the corrections and record them in their own books.

Yes. It starts from the checklist you already keep: tasks, owners, due days and notes on what waits on what. It puts the tasks in running order and gives each a reviewer who didn't prepare it. Where a task has no owner, no due date or no rule for what it waits on, the agent flags it. So the first plan also shows what your checklist still needs to say. Your accounting lead confirms the owners, dates and order. The plan is rebuilt each month with that month's dates. Where a duration is missing, the plan says so instead of guessing.

It works from the bank files and ledger exports your team already pulls, so nothing has to change. A PDF statement or a spreadsheet export works as it is. Where your accounting system lets an agent in, it reads from it and leaves its proposed matches there for your team. Remittance emails and payment notices your customers send are read as they arrive. Where it cannot be let in, your team keeps pulling the files as now.

Each agent costs about $25,000 to build. The $25,000 is a one-time build. All four together cost about $89,000 to build and $1,600 a month to run. For a company of roughly 200 people, they can save about $100,000 a year in team time, after running costs. The calculator above lets you put in your own numbers, and the result updates as you type. The calculator is set for a company of about 200 people, with 12 on these jobs. Each agent runs for about $400 a month of the $1,600.

Before any build, we agree in writing which systems each agent may read and where its data is processed. The agents read only what you connect them to. Only the people named there see it, and nothing is kept longer than agreed. Qvery is based in the EU, so Europe's data protection law, the GDPR, applies. We sign a data processing agreement. Files you send to the free try are deleted as soon as your result is sent. The free try works on the files you choose to send, and nothing else.

Start with Let's Partner at the top of the page to book a call with Vlad Shvets. Matching payments to invoices is a natural first agent, because it has the strongest result in the calculator above. You can try it free on a week of your own payments. We build it on your own bank files and invoices, with a first working result in two weeks. Then we add the next. Close planning, bank reconciliation and intercompany matching follow in the order that suits your team.