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VOGO · Agent Finance

The company's financial assistant

Cash flow, invoices payable and receivable, statements, tax obligations and financial analysis — requested from the chat, on the phone or on the computer, and prepared by the assistant.

It works on the company's computer, with its documents. A person approves every payment.

  • Cash flow, on request
  • Due dates, on time
  • A person approves
Agent Finance

The company's money, in plain sight; the decision stays human

The team asks in the chat for what it needs, as it would ask a financial assistant: "how much do we have to pay this week", "which clients are late", "what does the cash flow look like for the quarter", "what do we owe the state". The assistant answers from the company's documents: invoices, statements, the tax record.

It keeps track of invoices payable and receivable, with their due dates, and files the month's statements in their place. It reads the tax obligations from the company's tax record, with the amount, the account and the deadline.

Payments are made by a person. The assistant prepares the list, the order and the check.

No surprises at month end. No due date forgotten. No payment without consent.

Cash flow

Receipts and payments, by week and by month, from the bank statements and the open invoices.

Invoices payable

The invoices received, with their due dates: what is to be paid today, this week and what is overdue.

Invoices receivable

What clients have to pay, since when, and what needs a reminder.

Statements and payments

The monthly statements, in RON and in foreign currency, gathered in the month's folder, next to the proofs of payment.

Tax obligations

The company's tax record read: what is due to the state, into which account and by when.

Financial analysis

On request, from the company's invoices and statements: expenses by category and the change from one month to the next.

Budget

On request, from the company's documents: the budget of the month or of the year, compared with what was actually spent.

Invoices from e-mail

Invoices received by e-mail, downloaded straight into the month's folder and added to the list to pay.

Drafts to bank and suppliers

Messages about payments, due dates and balance confirmations, prepared as drafts; a person sends them.

Due-date reminders

The due dates of invoices and tax obligations, reminded on the phone, by e-mail and on WhatsApp.

On WhatsApp

The payment status or a document, sent on WhatsApp to whoever needs it, when a person asks.

A person approves

The assistant prepares and checks; no payment leaves the company's account without a person.

Why companies choose it

The data stays with the company

The agent runs on the company's computer, on its documents and statements.

It works with the accountant

It prepares what the accountant needs and reads what comes back; it does not take the accountant's place.

The figures, in plain sight

Cash flow, due dates and tax obligations, requested from the chat, at any time.

From the phone

The same chat on phone and computer: a question dictated on the go gets an answer from the company's documents.

The financial side, alongside the accounting side of VOGO Agent Accounting — the same assistant we use in our own company.

Frequently asked questions

Does it make payments from the company's account?

No. It prepares the list of payments and their order; a person makes the payment, from internet banking.

Does it connect directly to the bank?

It works on the statements downloaded from internet banking and on the company's invoices, placed in the month's folder.

Does it replace the accountant?

No. Accounting stays with the accountant; the accounting side is covered by VOGO Agent Accounting, alongside them.

Where is the data kept?

On the company's computer and in its accounts. Processing is based on the agreement between the company, VOGO and the provider of the artificial intelligence service.

How is it paid for?

We present the commercial details at the demo.

Request a demo

See how VOGO Agent Finance works

A 15-minute demo, on the invoices, statements and due dates of an ordinary month.

WhatsApp ecm@vogodigital.ro