Devbox Bespoke Finance Agent

Watch our bespoke finance agent turn receipt chaos into compliant ledgers

Devbox pairs production ready Document Intelligence with a secure, bespoke finance automation agent so your teams can hand off tedious expense logging.

  • Ingests receipt CSVs, then applies your bespoke instructions and SOP automatically.
  • Caps out-of-policy spend — trimming a £47 dinner down to the £25 allowance before filing.
  • Works with your MFA and SSO checkpoints while running safely on company machines with full audit trails.
  • Deployable in days using the same document pipelines, customised to your finance stack.
The agent reviews instructions and SOP guidance, reconciles CSV exports, and publishes expenses back to your system.

A bespoke path from receipt image to posted journal

Document Intelligence handles multilingual receipts and invoices, while the agent applies your custom rules to post expense data wherever finance needs it.

Pipeline showing receipts processed into CSV, with the agent applying instructions, SOPs, and logging expenses
  • Receipt intake Scans, photos, and PDFs drop straight into the flow.
  • Document Intelligence CSV Devbox cleans handwriting, totals, and tables into a ready-to-post CSV.
  • Bespoke SOP guardrails The agent enforces your policy, logging just £25 from a £47 dinner.
  • MFA-aware posting It clears MFA or SSO prompts using the same steps your team follows.
  • Audit-friendly ledger Entries land back in your finance stack with evidence for every field.

Bespoke automation for lean finance teams

Small and medium businesses no longer need to buy heavyweight systems. We assemble bespoke agents from proven components, tuned to your policies, tooling, and custom workflows.

Custom-secured on every workstation

Deploy the agent on managed laptops or desktops. Custom access controls keep credentials on device, honour MFA prompts, and every action is captured for review.

Bespoke SOP-driven accuracy

The workflow honours your approval chain and exceptions, referencing your instructions, policy PDFs, and knowledge bases throughout the run.

Rapid custom delivery

Because Document Intelligence and the agent runtime are already production ready, we deliver tailored, custom automations in a matter of weeks—not quarters.

Cost-effective bespoke automation

Skip generic expense suites that charge enterprise premiums. Our consultancy builds precisely what you need at a fraction of the cost.

Bespoke agents, your way

We specialise in assembling automation agents quickly—leveraging reusable components for perception, reasoning, and system integrations. You get bespoke, custom outcomes without the price tag of monolithic platforms.

Build bespoke fast with proven parts

The same extraction engine powering our document demo feeds structured data to the agent. We layer instruction parsing and SOP handling on top, so every delivery is iterative and reliable.

Designed for bespoke SMB realities

We scope around your tech stack, compliance requirements, and budget. The result is a right-sized automation that keeps teams focused on the work humans do best.

Transparent engagement

Fixed-scope pilots, clear success metrics, and knowledge transfer sessions ensure your finance org fully owns the solution after go-live.

Ready to see the finance agent against your own receipts? Reach out and we’ll spin up a tailored proof of concept in under two weeks.

Book a walkthrough