How to build an AI copilot for the finance team
Building an AI copilot for the finance team means creating an agent that reads documents, extracts data, answers questions about financial operations in natural language and automates repetitive tasks — without the analyst needing to leave the system to look for information or do manual data entry.
The finance team handles a high volume of documents — invoices, bank statements, contracts, payment slips — and spends a significant portion of their time manually extracting data and cross-referencing information between systems. An AI copilot takes on these tasks and returns the analyst's time for higher-value analytical work.
The copilot doesn't replace financial judgment. It eliminates the operational work that precedes that judgment.
What an AI copilot does for the finance team
- Reads invoices and automatically extracts: vendor, amount, date, tax ID, line items
- Answers questions about the operation: "what is the total of pending approvals this week?"
- Automates the invoice and payment approval workflow
- Cross-references data between tables to identify inconsistencies before month-end close
- Generates alerts when a value, deadline or criterion falls outside the standard
How to build the finance copilot with Jestor
- Configure the Image Reader: invoices and documents are read and data automatically feeds the financial table
- Create the approval workflow: payment approvals go through the correct authority levels automatically
- Activate Chat with Data: the analyst asks questions about operational data in natural language
- Configure alerts by criterion: budget deviations, overdue payments and anomalies trigger automatic notifications
- Integrate with the ERP: completed approvals sync with Omie or Conta Azul via native integration
Why Jestor stands out in the finance copilot
- Image Reader (OCR) automatically extracts data from fiscal documents, without manual entry
- Chat with Data allows natural language queries on any operational data
- Native integration with Omie ERP and Conta Azul closes the cycle between approval and fiscal system
- Jestor's Approvals solution structures the financial approval flow with hierarchy and value-based authority levels
With Jestor, the finance team operates with a copilot that eliminates operational work — and delivers more time for analysis and decision-making.
FAQ
Can Jestor read invoices and automatically extract the data? Yes. Jestor's Image Reader (OCR) extracts data from fiscal documents without manual entry. See it at jestor.com.
Is it possible to ask questions about financial data in natural language in Jestor? Yes. Chat with Data allows queries like "what is the total approved for purchases this month" directly on the platform.
Does Jestor sync financial approvals with the company's ERP? Yes. Jestor has native integration with Omie and Conta Azul, without the need for intermediaries.
With Jestor, you can automate workflows, connect departments and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and take your company's operations to a new level of efficiency and integration.