Gartner® report CFO Guide to Governing Agentic AI Read now

MASTERMIND PLATFORM

The mastermind of your hybrid finance team.

AI Agents interpret your AP and expense policies, decide and act on transactions, and leave an audit trail behind every decision made.

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Multiply your teams' impact


Extend their expertise with the most comprehensive AI platform for finance automation

Launch Pre-built Apps
AI Analytics
Automate without code
Deploy AI Agents

Launch Pre-built Apps

Our library of specialized applications, built from real finance experience, lets your team quickly adopt best practices for common scenarios.

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AI Analytics

Quickly spot spending patterns and surface opportunities that support strategic decisions. Confidently present data-backed recommendations that executives can act on immediately.

Analytics dashboard of AI Agents for Expenses

Automate without code

Now your finance experts can transform process knowledge into automated workflows without coding or IT support, and systematically automate the manual tasks in their SOPs.

AI agent logic for expense management

Deploy AI Agents

Build AI Agents to work alongside you 24/7 and handle complex, multi-step tasks by gathering data, making decisions, and taking action, like any new teammate.

Approve POs and invoices workflow
Launch Pre-built Apps

Launch Pre-built Apps

Our library of specialized applications, built from real finance experience, lets your team quickly adopt best practices for common scenarios.

pre-built-apps
AI Analytics

AI Analytics

Quickly spot spending patterns and surface opportunities that support strategic decisions. Confidently present data-backed recommendations that executives can act on immediately.

Analytics dashboard of AI Agents for Expenses
Automate without code

Automate without code

Now your finance experts can transform process knowledge into automated workflows without coding or IT support, and systematically automate the manual tasks in their SOPs.

AI agent logic for expense management
Deploy AI Agents

Deploy AI Agents

Build AI Agents to work alongside you 24/7 and handle complex, multi-step tasks by gathering data, making decisions, and taking action, like any new teammate.

Approve POs and invoices workflow

ZenLM: AI models purpose-built for accounts payable and T&E

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Finance Worker Model

Automate routine finance tasks

Complete complex, specialized tasks with high accuracy

TRANSFORMED PROCESSES

  • Processing invoices
  • Matching POs
  • Predicting GL codes
  • Validating receipts
  • Performing detailed compliance checks
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User Interaction Models

Communicate clearly

Write email replies and spend analyses; recommend policies

TRANSFORMED PROCESSES

  • Writing vendor replies
  • Manager notifications
  • Process explanations
  • Offering guidance based on AI analysis
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Document Understanding

Capture document data

Gather and validate data in every language and in any document layout

TRANSFORMED PROCESSES

  • Accurately reading and verifying invoices
  • Receipts
  • Statements
  • Sign-in sheets
  • Hotel folios
  • Missing receipt affidavits
  • Card transactions
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Semantic Understanding Models

Accurately categorize
financial data

Contextualize and categorize documents, transactions, and written communications

TRANSFORMED PROCESSES

  • Accurately classifying vendor spend
  • Accurately classifying employee spend
  • Sorting and labeling emails
  • Sorting and labeling invoices
  • Sorting and labeling documents in multiple languages
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Feedback Models

Optimize and improve Al assistants

Refine and improve based on user feedback and performance metrics

TRANSFORMED PROCESSES

  • Learning based on team interactions
  • Learning based on completed tasks
  • Optimizing based on team interactions
  • Optimizing based on completed tasks
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Process Insights

Improve processes with Al analysis

Identify and share spend patterns; recommend policy changes

TRANSFORMED PROCESSES

  • Delivering actionable analyses of expense audit configurations
  • Delivering actionable analyses of team spend behaviors
  • Delivering actionable analyses of vendor transactions

Every Agent runs on policies you can adapt

AI Agent Studio is where your team shapes those practices into procedures and sets the limits each Agent works inside.
Procedures you write
Governance starts with a standard operating procedure your team writes. Set the thresholds and decide when an Agent stops and asks a human. 
Autonomy you set
You decide how much each Agent handles on its own. Set how much each Agent handles, and keep the exceptions that need judgment with your team.
Reasoning you can read
Each Agent records its reasoning for every decision it makes. Review the logic in the Audit log and adjust the policies when it does not match your intent.

Bring your own spend data

We run Agents against your own invoices, expenses and card transactions.

Accounts payable products

Inbox - Respond easily
AP Inbox Service Center

Answer supplier email, routes the rest

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Autonomous AP

Codes, matches, and approves invoices

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E-invoicing

Meets country mandates as the change

Travel and expense products

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Expense Audit

Checks every line item

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Card Audit

Applies your policy to card spend

Featured customer stories

"It not only reduced the amount of time spent on audits, it greatly increased the quality and coverage of those audits."

Merin Schrinel

Global Travel and Expense Manager

Owens Corning

"AppZen has saved us so much time, and we have found many expense report errors that have saved us from mispaying employees, something nearly impossible to do manually unless we increased headcount."

Nicole Wolff

Accounting Supervisor

Spectrum Brands

"87% of the time data goes straight through our ERP system within 10 minutes - that's something we see as a huge win for our team. We didn't just want an OCR solution; we really wanted that AI strategy."

Adam Lotycz

Director of Financial Planning and Analysis

Applied Industrial Technologies

The award-winning finance AI automation platform

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