Refund Processor Assistant is responsible for automating client refund transactions, ensuring that any customer-initiated refund is processed accurately and returned via the original payment method. Keegan AGENT supports the finance, billing, and customer service...
Reconciliation Specialist is responsible for automating the monthly reconciliation of all bank accounts and credit card transactions, supporting the finance and accounting teams. Agent ensures financial records are accurate and aligned with external statements,...
Payroll & Timesheet Assistant, with expertise in both hourly and salaried payroll environments, he ensures that every timesheet is accounted for. Supports finance and HR teams by collecting time records, applying leave and overtime rules, and preparing detailed...
Invoice Reminder Architect responsible for ensuring timely payment processing by checking payment statuses and sending reminders. She supports the finance and accounts teams by automating the invoice reminder process. Uses automated workflows to check payment...
The Expense Report Processor is responsible for automating the intake, validation, and preliminary routing of employee-submitted expense reports. It supports the Finance and Accounting teams by ensuring timely and accurate processing of receipts and reimbursement...
The Accounts Receivable Assistant is responsible for auditing, validating, and summarizing financial transactions related to accounts receivable, focusing on payment accuracy and credit memo integrity. This agent supports the finance and AR teams by streamlining the...
