Accrual Approval Workflows with Agentic AI

Enables flexible, policy-based approvals tailored to organizational structures, supporting accurate accruals and finance automation.

Key Features

Department-Level Customization

Department-Level Customization

Supports distinct approval flows and authority levels for each department, adapting to different organizational needs within the same workflow.

Dynamic approval levels and thresholds

Supports multi-level approval flows, with custom thresholds set for each level.

Organizational or Predefined Workflow Paths

Organizational or Predefined Workflow Paths

Workflows can follow the org chart or use predefined paths with assigned roles or individuals

Exception-based approvals

Invoices with special conditions or high amounts are automatically routed to senior approvers.

Out-of-workflow assignments

Allows invoices to be temporarily routed outside standard workflows for clarifications or interim approvals.

Role-based flexibility

Approval roles and responsibilities can be fully customized to match business needs and team structures.

"Supports dynamic scaling of departments, roles, and approval hierarchies"

Scalable and adaptable workflows

Easily adjusts to new departments, roles, or approval structures, supporting growth and change without disrupting processes.

KEY BENEFITS

Accruals Co-Pilot automates detection, posting, and reversal, wiping out month-end busywork; machine learning sharpens forecasts and audit trails; policy-aware configuration snaps into any ERP—cutting errors, risk, and workload in one stroke.

80%

Accrual processing cost

Co-pilot reports all accrued expenses using AI eliminating the need for manual accruals completely

<5%

Variance in accured Vs actual costs

Co-pilot identifies all expenses comprehensively for all type of scenarios through data using AI.

Human Errors

Accrual reversal

Month end closing pressure

Auditability

Why Hyperbots Agentic AI Platform?

Why choose hyperbots agentic AI: finance-first, accurate, adaptable AI

Finance specific

Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.

Best-in-class accuracy

Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.

Synthesis of unstructured and strutured finance data

Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.

Pre-trained agents with state of the art models

Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.

Company specific inference time learning

Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.

FAQs: Flexible Workflow

How does Hyperbots Accruals Co-Pilot handle workflows for different business units or categories?

The Accruals Co-Pilot allows organizations to define unique workflows for each business unit or category, ensuring accrual approvals are tailored to specific operational and financial structures.

Can departments within the same workflow have customized approval flows for accruals?

Yes. The Co-Pilot supports department-level customization, enabling distinct approval hierarchies and authority metrics for accruals within each department, even under the same overarching workflow.

How does the Accruals Co-Pilot manage varying approval thresholds for different accrual amounts?paths? Copy

It provides dynamic approval levels with configurable thresholds. For instance, smaller accruals can be approved by managers, while larger ones are escalated to directors or senior leaders.

Can the Accruals Co-Pilot align workflows with organizational hierarchies or predefined paths?

Absolutely. Accrual workflows can follow the organizational hierarchy or be configured to predefined paths, ensuring alignment with internal approval processes.

How are exceptions, such as high-value or unusual accruals, handled in the Co-Pilot?

The Co-Pilot enables exception-based approvals, automatically routing high-value or out-of-norm accruals to senior leadership like CFOs or finance heads for further review.

What happens if an accrual needs to be routed outside the standard workflow?

The Co-Pilot supports out-of-workflow assignments, allowing users to redirect accruals to other approvers for clarifications or interim approvals without disrupting the main workflow.

Can the Accruals Co-Pilot scale with organizational changes, such as adding new departments or updating roles?

Yes. The Co-Pilot’s scalable design dynamically incorporates new units, roles, or hierarchies, ensuring that accrual workflows adapt seamlessly to organizational growth or restructuring.

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

  • I am thrilled to be involved with Hyperbots’ new AI solution revolutionizing AP workflow as a design partner. During development, I shared real-world perspective on the needs of my industry, ensuring the solution is tailor-made for the intricate demands of law firms.

    Cecy Graf

    CFO

    Strategic advisor

    WA

  • I designed Hyperbots as a tool aimed at enabling CFOs in various industries to alleviate themselves from tedious tasks and simplify intricate financial workflows. By substituting manual efforts with technology, the tool enhances the precision and speed of tasks such as data entry, reconciliation, and report generation.

    Anna Tiomina

    Founder

    Blend2Balance

    Houston

  • I have really enjoyed working with the Hyperbots team so far on defining the product functionality.

    John Silverstein

    VP of F&A

    XR Extreme Reach

    NYC

  • In helping design the product, as an experienced CFO, I focused on addressing my current pain points using AI.

    Anthony Dias

    CFO

    Strategic Advisor

    NYC

  • As a design partner, my input was taken onboard and we have been able to go through various iterations to keep refining the product to ensure real-life applicability.

    Ayo Fashina

    Director

    DFC

    Dallas

  • I think the time has come to leverage AI for addressing various challenges faced by CFOs such as data accuracy, timely & efficient processing and reporting, improving visibility, optimizing costs, managing cash flow, and ensuring compliance.

    Mike Vaishnav

    CFO

    Strategic Advisor

    SF

  • As an experienced senior financial professional, it has been an opportunity and an honor to provide input into the design of this artificial intelligence-powered tool that helps automate certain processes and provides new insights into financial questions commonly encountered across many industries and companies.

    Bimal Shah

    CFO

    Strategic Advisor

    SF

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

  • As an experienced senior financial professional, it has been an opportunity and an honor to provide input into the design of this artificial intelligence-powered tool that helps automate certain processes and provides new insights into financial questions commonly encountered across many industries and companies.

    Bimal Shah

    CFO

    Strategic Advisor

    SF

  • In helping design the product, as an experienced CFO, I focused on addressing my current pain points using AI.

    Anthony Dias

    CFO

    Strategic Advisor

    NYC

  • I think the time has come to leverage AI for addressing various challenges faced by CFOs such as data accuracy, timely & efficient processing and reporting, improving visibility, optimizing costs, managing cash flow, and ensuring compliance.

    Mike Vaishnav

    CFO

    Strategic Advisor

    SF

  • I have really enjoyed working with the Hyperbots team so far on defining the product functionality.

    John Silverstein

    VP of F&A

    XR Extreme Reach

    NYC

  • As a design partner, my input was taken onboard and we have been able to go through various iterations to keep refining the product to ensure real-life applicability.

    Ayo Fashina

    Director

    DFC

    Dallas

  • I am thrilled to be involved with Hyperbots’ new AI solution revolutionizing AP workflow as a design partner. During development, I shared real-world perspective on the needs of my industry, ensuring the solution is tailor-made for the intricate demands of law firms.

    Cecy Graf

    CFO

    Strategic advisor

    WA

  • I designed Hyperbots as a tool aimed at enabling CFOs in various industries to alleviate themselves from tedious tasks and simplify intricate financial workflows. By substituting manual efforts with technology, the tool enhances the precision and speed of tasks such as data entry, reconciliation, and report generation.

    Anna Tiomina

    Founder

    Blend2Balance

    Houston

Ready to take the next steps?

Book a demo with one of our Financial Technology Consultants to get started!