Collections & Accounts Receivable Agent
Runs the dunning sequence on the customer's preferred channel, negotiates within approved limits and hands anything outside policy to an analyst.
Learn more →
Claude Partner NetworkOfficial Anthropic partnerDepartmentsAI agents for finance and accounting
Payables, collections, reconciliation and close are high-volume routines with low tolerance for error. Agents run the routine and escalate what falls outside policy.
In short
In a midsize company, Finance agents take on manual accounts payable; reactive collections; A close that runs late; financial analysis on demand. They run inside your current systems, escalate exceptions to your team and are measured against one business metric from day one.
Department pain points
What's slowing down Finance today.
01Manual accounts payable
Invoices read, matched and keyed one by one, with approvals over email.
Agents that solve it
02Reactive collections
Past-due balances grow while dunning depends on manual reminders.
Agents that solve it
03A close that runs late
Spreadsheet reconciliations push the month-end close back.
Agents that solve it
04Financial analysis on demand
Reports and analyses requested by leadership take days of the team's time.
Agents that solve itAgent group
Finance agents, by stage.
Accounts Receivable
Accounts Payable
Accounts Payable & Approvals Agent
Reads the invoice, runs a three-way match against PO and receipt, codes it and routes it to the right approver before the due date.
Learn more →Expense & Travel Audit Agent
Checks every expense report against policy, receipt and corporate card, approves what's clean and routes exceptions to the manager and finance to decide.
Learn more →Reconciliation & Close
Month-End Close & Reconciliation Agent
Runs the close checklist, reconciles accounts and banks, isolates differences and drafts the variance explanations for the controller to review.
Learn more →Treasury
Cash Forecasting & Liquidity Agent
Projects the next 13 weeks of cash from payables, receivables and bank statements, explains the week's variance and flags liquidity crunches; the decision to borrow or invest stays with treasury.
Learn more →Tax
Sales & Use Tax Compliance Agent
Cross-checks invoices, tax calculations and filings before each return, flags inconsistencies across states and prepares corrections; filing stays with the tax lead.
Learn more →Tax Change & Nexus Impact Agent
Simulates the effect of new tax rules and economic nexus thresholds on prices, margins and cash using your real transactions, and lists what has to change in the ERP; tax decisions stay with the tax team.
Learn more →Industry versions
Finance agents written for each industry.
What a first project looks like
From one process to one agent in production.
We start small on purpose: one Finance process, one business metric, one go/no-go decision. You only expand when the numbers say so.
Week 045-minute working session
We review your processes and pick the one with the clearest payback.
Weeks 1–4Discovery
Real workflow, rules, systems access, the success metric and the kill criterion, agreed in writing.
Weeks 5–10First agent live
Shadow mode, then supervised production with your team approving exceptions.
Weeks 11–16Scale or stop
Expand to the next process if the metric moved. If it didn't, we stop.
Companies that trust Luby
Testimonials
The people who work with Luby speak for us.
“The way they understood our vision and turned it into a working product is truly impressive.”
Rafael Rjeille CordeiroCEO, Yangflow“Everyone is professional, agile and flexible. They are open to feedback and keep improving their process.”
Jason MeltzerCTO & Co-Founder, Papaya“Luby is an innovative company that is committed to its projects. I feel confident taking on the most challenging work with them as partners.”
Wilson Baraban FilhoCTO, Inter&CoWhy Luby
23 years of shipping software. A journey designed to remove risk.
Luby has taken more than 1,350 projects to production for companies in the US and Latin America. North American leadership in Miami, senior nearshore engineers whose working day overlaps yours. About Luby →
23+years in production software
1,350+projects delivered
220+engineers and product specialists
4.8/537 verified reviews on Clutch
ISO 27001 · 27701certified security and privacy
Before the build
Discovery with a written exit
Scope, success metric and kill criterion agreed in writing before any code. If the case doesn't hold up, you stop there.
Before it acts
Shadow mode first
The agent runs next to your team without touching anything. You compare its decisions with your people's before it goes live.
While it runs
Your people approve
Supervised by default: every high-impact action has an approver, an audit trail and a kill switch your business team controls.
Your environment
Your cloud, your data
Deployed in your cloud or an isolated environment, models under no-training terms. AWS and Google Cloud certified partner.
Talk to an AI architect
Find the first Finance process worth automating
An AI architect reviews your department's workflow and comes back with the three agent opportunities with the fastest payback.
- 1A senior architect, not an SDR30 minutes with someone who has shipped agents to production.
- 2Your top 3 agent opportunitiesRanked by payback, with the systems and approvals each one needs.
- 3No commitmentYou keep the shortlist whether or not you work with Luby.
Thanks! A Luby AI architect will email you to set up the session, usually within one business day.