OMNI AI Agents

The Source of the problem

Shared service finance teams are under constant pressure to: 

• Process thousands of invoices, expense reports, and payments daily 

• Maintain accuracy while handling multiple ERPs, entities, and currencies 

• Meet compliance standards, avoid late payment penalties, and manage exceptions 

• Scale operations without ballooning headcount or cost 

Traditional OCR, RPA, and manual processing are rigid, costly, and slow to adapt to new formats or policies—especially in high-volume, fast-changing environments. 

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The Omni AI Agent Solution 

Omni AI Agents act as virtual finance employees embedded directly into your workflows, working alongside your human teams in Accounts Payable, Expense Management, Payments, and Lending. 

These AI Agents: 

• Read and understand invoices, receipts, and remittances via OCR 

• Validate data against ERP master data, policy rules, and compliance checks 

• Route approvals in Microsoft Teams/SAP 

• with human-in-the-loop control 

• Post directly to SAP or your ERP of choice 

• Track exceptions, provide analytics, and suggest optimizations 

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