MEET YOUR ACCOUNTS ASSISTANT SAMPrepare accurate financial records for review.
Configure this SAM around your business procedures, approved knowledge and connected tools. Start with a focused workflow and expand its responsibilities as the results justify it.
Design this SAMDescription
The Accounts Assistant SAM is a Digital Employee for finance teams. Its job: prepare accurate financial records for review. It works from your approved knowledge, keeps a memory of past conversations and hands decisions to the people you name.
Use cases
- Extract invoiceHandled by the Accounts Assistant SAM and logged for your review.
- check fieldsHandled by the Accounts Assistant SAM and logged for your review.
- match recordsHandled by the Accounts Assistant SAM and logged for your review.
- draft entryHandled by the Accounts Assistant SAM and logged for your review.
How this SAM helps
Extract invoice → check fields → match records → draft entry
Knowledge it needs
Add the procedures, examples and exceptions relevant to this role. Assign an owner to keep that guidance current.
You set the authority
No independent payment release
Track the result
Record accuracy
Emotional intelligence
This SAM includes ANNA's emotional-awareness layer. Sentiment recognition reads tone, words and context so it can slow down for an anxious customer, acknowledge frustration and hand over to a named person when a conversation needs a human touch.
- Powered by ANNA — Advanced Neural Network Architecture
- Directed and governed by your AIM System
- Human approval kept for binding decisions
- Full analytics and audit trail
How to reach this SAM
Reach this SAM — and let it reach your customers and team — through the channels you switch on. Access is scoped to the role and the actions you authorise.
- PhoneConfigured to your procedures, permissions and connected systems.
- SMSConfigured to your procedures, permissions and connected systems.
- AIIT Command CenterConfigured to your procedures, permissions and connected systems.
- Mobile SAM ManagementConfigured to your procedures, permissions and connected systems.
- EmailConfigured to your procedures, permissions and connected systems.
- Web chatConfigured to your procedures, permissions and connected systems.
- WhatsApp BusinessConfigured to your procedures, permissions and connected systems.
- Microsoft TeamsConfigured to your procedures, permissions and connected systems.
- Human handoverConfigured to your procedures, permissions and connected systems.
- Custom channelsConfigured to your procedures, permissions and connected systems.
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Start a conversation about accounts assistant.
Tell us what you want to improve. Your enquiry will go directly to the AIIT team in Auckland.