Automates email workflows for finance audit & compliance teams.
Finance & AccountingAutomates email workflows for finance audit & compliance teams.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: audit report, compliance check, SOX compliance, financial disclosure, regulatory update, internal controls OR from: auditor@, compliance@, @regulatory-agency.gov
1. Search knowledge base for current audit and compliance guidelines. 2. If the email contains 'audit report request', forward to audit-team@financeco.com with necessary financial documents attached and mark as 'urgent'. 3. For 'compliance check' or 'SOX compliance', reply with the latest compliance checklist and forward to compliance-lead@financeco.com for review. 4. For 'regulatory update', label as 'regulatory' and archive once reviewed. 5. For 'financial disclosure', forward to finance-lead@financeco.com with a request for document approval and mark as 'high priority'. 6. Add 'audit-compliance' label to all processed emails.