Platform
From first document to final confirmation.
BeFinanceAI organizes the work around each financial request: the documents it depends on, the stages it moves through, the tasks it creates, and the decisions that stay with you.
Verifications with context
Know what’s verified, what’s missing, and why.
Documents stay attached to the request they support. Each one shows its status in plain words, a note on what was found, and—when something needs attention—the next step and who it’s waiting on.
Request tracking
Where things stand, and what comes next.
A request keeps its facts, documents, and history together on its way from received to completed. Each stage records when it was reached and what happened, and one next step says what’s needed now.
- Key factsAmount, due date, invoice, and purchase order, in one place at the top.
- Named stagesReceived, under review, and ready for confirmation, each with the date and time it was reached.
- One next stepWhat the request needs now. Nothing is sent until you confirm.
Workspace
Tasks and activity, side by side.
The workspace collects the tasks waiting on you across requests and sets them beside a short history of recent activity. You can see what needs a decision and what has already moved.
- Pending tasksEach one names its request, its contact, and when it’s due.
- Next actionsDraft a follow-up, review a payment, or open a request, straight from the task.
- Recent activityWhat happened, when, and on which request, most recent first.
BeFinance Agent
BeFinance Agent prepares the work. You review and decide.
The agent works with the same requests, documents, and tasks you do. Ask in plain language, and it summarizes activity, checks what’s outstanding, or prepares a task—then brings the result back to you for review.
What it does
- Answers questions about your requests and transactions.
- Reviews information and points out what’s still outstanding.
- Prepares tasks, such as a payment or a follow-up, as drafts.
- Organizes the next steps in your workspace.
What stays with you
- Confirming payments and other sensitive actions.
- Reviewing each draft it prepares.
- Deciding what moves forward: nothing does without your confirmation.
Review before sensitive actions
Prepared for you. Confirmed by you.
Payments and other sensitive actions are prepared as drafts, with every detail in view. They move forward only after you’ve reviewed them and confirmed them yourself.
Prepared as a draft
The payee, amount, payment date, and account are laid out before anything happens.
Reviewed by you
You check the details and confirm that you’ve reviewed them.
Confirmed by you
Only your explicit confirmation moves it forward. On this demo site, no payment is ever sent.
Next step
See the whole workflow with sample data.
The product demo is a simulated workspace: open requests, follow up on documents, and review a payment. Every action is simulated, and nothing is sent.