EFS Intelligence AI
One agent live. Twenty-one more in development.
AI automation agents that do a piece of work end to end, across every industry, not just finance. Only the Reconciliation Agent is live today; everything else below is scoped, not yet built or priced.
Live today
Reconciliation Agent
A Claude-powered agent that reconciles the GL against bank statements and hands exceptions to a human, not a dashboard someone has to read.
- Accepts GL transactions and a bank statement as CSV
- AI matches transactions and flags GL-only, bank-only, and timing exceptions
- Human reviews exceptions in a simple web interface
- Exports QuickBooks-compatible journal entries
Pricing
$3–5K/mo
Custom Automation BuildA bespoke agent built around your own repetitive workflow, any function.
$20–149K projectScoped per engagement
Finance agents · proposed
Next in line for finance teams
ProposedNot yet built
Invoice Processing Agent
AP invoice intake, GL coding, and approval routing off someone's plate.
ProposedNot yet built
Collections Agent
Runs AR follow-up and dunning sequences automatically.
ProposedNot yet built
Month-End Close Agent
Runs the close checklist and drafts routine journal entries for review.
ProposedNot yet built
Onboarding Agent
Handles new-client or new-employee onboarding paperwork.
Industry agents · proposed
Scoped for specific verticals
ProposedNot yet built
Contract Review Agent
Redlines standard contracts against a playbook and flags non-standard clauses.
ProposedNot yet built
Claims Processing Agent
Scrubs insurance claims before submission and tracks denials.
ProposedNot yet built
Lease Abstraction Agent
Pulls key terms out of leases and reconciles CAM charges.
ProposedNot yet built
Returns Processing Agent
Processes returns and refund decisions, flags fraud patterns.
General business agents · proposed
Not finance-specific
ProposedNot yet built
AI Voice Agent
Answers, screens, and routes inbound and outbound calls.
ProposedNot yet built
AI Chat Agent
Website or SMS chatbot for FAQs and lead capture.
ProposedNot yet built
Lead Qualification Agent
Qualifies inbound leads against criteria before handing to a human.
ProposedNot yet built
Follow-Up Agent
Automated email and SMS follow-up for cold or stalled leads.
Want an agent that isn't listed