AutopilotUnderline decoration can work

Automate manual processes with purpose-built AI agents and elevate your organization

Our agents hit the ground running thanks to native integrations across popular platforms †

NetSuite
Gmail
Outlook
Slack
Quickbooks
Salesforce

“Hire” our agents to supplement your team where it hurts

Scope processes upfront, onboard agents, delegate permanently

Feature 1 - Purpose-built agents interface

Scope and build agents that are purpose-built for your specific organization*

Our agents interface with your organization like a new junior employee or contractor - no complex data models, csv uploads or lengthy integrations. Instead, you define your workflow, "process manual"-style, connect our agents to the relevant platforms with which they need to interact (i.e. accounting systems, email, Slack), and let them learn. Each agent is unique to your organization, and is extensible to cover edge cases as they arise in order to naturally scale with your organization. As a result, our agents combine the best of outsourced labor (ease of onboarding, cost effectiveness) with full software automation (scalability, full control, clean data exhaust).

* or let us build them for you using our white-glove service

"Full delegation" - our agents run in response to events and monitor responsibilities autonomously

Our agents take on responsibility for their assigned activities, and spring into actions based on external events (new email in the AP inbox, new customer AR ticket) or predictable schedules. This ensures no incoming invoices or tickets are left unattended, and reports are generated when they're needed. Interact with our agents only when you want to (to ask targeted follow up questions about a specific run), or when you want the agent to (escalations to a human team member in edge cases that you have not defined yet, or for high-stakes activities), depending on what works best for your organization.

Feature 2 - Set and forget automation schedule
Feature 3 - Clean data exhaust and audit trails

Clean data exhaust and unlimited audibility

Every activity executed by our agents is fully traceable and reproducible. Additionally, agents can be configured to self-document their actions in database entries or generate reports based on their activity - consistently and thoroughly. This enables more structured coordination between our agents and your team, allows you to managing entire subledgers autonomously in Lingon Labs, and prepares your organization for more comprehensive dashboarding and easier forecastability over time.

Broad selection of agent capabilities
(and we're adding more every week)

Invoice Retrieval

Automatically locate and retrieve invoices from multiple sources including email attachments, SharePoint repositories, Google Drive, Dropbox, vendor portals, etc. Our AI agents can process various formats including PDFs, images, XML, and even handwritten invoices, with intelligent deduplication to prevent processing the same invoice twice.

Invoice Retrieval
Coding and PO Matching
Contract Term Extraction
AR Aging Monitoring
Download/Upload Files
Pass-through Expenses
Invoice Delivery
Regulatory License Monitoring
Journal Entry Proposals
Invoice Generation
Understand or Generate Excel

Don't see your use case? We can build custom agents for your specific needs.

Let's look at an example:

Production Reconciliation Agent Flow

1
Data Retrieval
2
Normalization & Matching
3
Checklist & Tax Validation
4
Exception Summaries

Pull data from each relevant system

Reconciliation agents fetch exports or API data from ERP, CRM, billing platforms, marketplaces, and tax tools. Where necessary, they log into portals to download the latest reports for a given period.

Ready to get started?

FAQ

How are you different from traditional software?

We leverage AI agents to automate complex business processes that traditional software cannot handle. Unlike rigid software that requires exact data formats, our agents can adapt to variations and make intelligent decisions, providing more flexible and comprehensive automation solutions.

Do you specialize on any particular roles or activities?

We are a generalist agent platform that can be configured for a wide variety of use cases. That said, we do focus most heavily on the accounting side of the finance function - see our primary solutions. But our agents can also be configured to help with repetitive activities in the FP&A and strategic finance areas, and we are continuing to build out more capabilities in this area. If you would like to consider a design partnership opportunity in these areas, please contact us!

Why would I hire agents instead of traditional software?

Agents provide intelligent automation that can handle edge cases, adapt to changing conditions, and work with unstructured data - all without requiring complex integrations or rigid data formats that traditional software demands.

How should we identify processes that may be a good fit?

Look for repetitive, time-consuming tasks that involve data processing, document handling, or rule-based decisions - we call it activities that follow a "process manual" that would be teachable to a new junior employee. Processes with high volume, clear outcomes, and measurable success criteria are typically excellent candidates for agent automation.

How do you interact with our ERP?

Our agents integrate with most major ERP systems directly via APIs. For less frequently seen options, we support integration via CSV, PowerBI or other types of data management tools, and in select cases, can connect through the browser. We work with your existing infrastructure to minimize disruption while maximizing efficiency.

How do you interact with other software platforms we may have (bill.com, Expensify, Recurly, Ramp, Maxio and others)?

We have a number of off-the-shelf integrations for key platforms in accounting, FP&A and broader business processes. Additionally, we are constantly expanding the list of available integrations and are open to prioritizing new integrations on requqest. Our agents prefer to work through APIs when available, but we can also automate through their web interfaces directly. This allows us to connect disparate systems and create seamless workflows across your entire software stack even when you use niche tools or internally-built systems that are otherwise hard to connect with.

How do you interface with Excel?

Our agents can read, write, and manipulate Excel files directly. They can extract data from complex spreadsheets, generate reports, and even work with Excel files that have irregular formats or structures that would break traditional automation tools.

† Lingon Labs is an independent service and is not affiliated with, sponsored by, or endorsed by Intuit, Oracle, Microsoft, Google, Salesforce or any other third-party mentioned on this site. All trademarks are the property of their respective owners.