Complimentary Gartner® report: Top Technology Trends for 2025: Agentic AI

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OneReach.ai for Finance

Deliver an AI-first finance experience with OneReach.ai, deepening customer relationships, improving workflows and efficiency, and reducing costs.

Built for Finance

Automate Tasks, Workflows, and Processes with an AI-First Platform

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Trusted by Industry Leaders Across the Globe

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Pre-built AI Agents for Common Finance Use Cases

Accounts payable and receivable automation

AI agent streamlines invoice processing, payment reconciliation, and follow-ups on unpaid invoices.

Customer service and financial virtual assistants

AI-powered chatbots and virtual assistants respond to customer queries, guide users through account management and billing changes, and resolve issues 24/7.

Regulatory compliance and monitoring

AI agents continuously monitor financial activities to ensure adherence to regulations (e.g., SOX, GDPR), automatically flagging anomalies and generating compliance reports to reduce the risk of violations and fines.

Outage and anomaly notifications

AI agent identifies irregularities in transactions or balances, preventing errors from entering workflows and enabling rapid resolution to maintain data integrity and compliance.

Expense and report management

AI agent automates expense report creation, enforces policy compliance, and flags non-compliant expenses, reducing manual workload and improving accuracy in financial reporting.

Finance employee agent assist

AI agents provide conversation history, banking and finance history, and all relevant account information to financial employees assisting with customer support.

Approve requests

AI agents provide notifications and reminders to get requests approved by management.

Intelligent reconciliation and journal entry automation

AI agents match transactions across systems, automate journal entries, and reconcile accounts, significantly shortening close cycles and reducing manual reconciliation errors.

User authentication

Authenticate returning customers, validate emails, and validate payment methods.

Admin control

Manage user-based access, teams, and departments in one centralized area.

The Only Platform Named a Leader By Every Major Analyst Group

OneReach.ai proved to be a true strategic partner during our migration journey from existing, problematic implementation. They facilitated us through the process and were patient with the delays on our side. I’m extremely happy with their account team.

Software Developer - Telecom Industry

Customer Testimonials

Their platform has a great deal of flexibility and has been able to provide all the required functionality we need for the use cases we are building for.

Associate Director - Product Management - Telecommunication

OneReach.ai encompasses several factors that elevate it beyond other choices. It's communication fabric, intelligent digital worker framework, and conversational UX.

Principal Enterprise Architect. - Retail

Great at proving Al Solutions with in-depth customization for any use case. Great leadership and support team.

Senior Al Engineer - Transportation

The flexibility and openness of their platform allows tighter integrations with our existing investments like CRM and our GenAI RAG implementation.

Head of Business Platforms - Telecommunication

OneReach. Ai was a breath of fresh air when compared to the legacy chatbot solution we had.

Architect - Telecommunication

The engagement from the OneReach team has been fantastic ever since I first engaged with them 15 months ago.

Group Product Manager - Telecommunication

Proven Success via Agentic AI:

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862M

Hours Saved with Automated Workflows

Optimize workflows with AI agents

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4-8 Week

AI Agent Deployment Time

Design and scale quickly

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85%

Automated ticket resolution

Reduce escalations to human agents

Built for Finance

Automate Tasks, Workflows, and Processes with an AI-First Platform

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