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KlivoKlivo
Finance

Finance agents that clear the inbox so your team can think.

Klivo finance agents handle the repetitive queries, the policy questions, and the vendor back-and-forth so your team gets back to actual financial work.

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The problem

Back-office finance is drowning in repetitive correspondence, from both inside and outside the business.

Invoice and PO questions never stop

Vendors call to check status. Internal teams ask about accruals. The same questions reach AP every single day.

Expense policy is constantly misinterpreted

Employees submit non-compliant expenses because the policy doc is 40 pages long. Compliance chases; frustration grows.

Vendor onboarding is manual and slow

New vendor forms, tax docs, bank details, compliance checks: a 3-week ping-pong for 15 minutes of actual work.

How Klivo solves it

A finance agent that answers from policy, acts on ERP data, and keeps the humans in the loop only where it matters.

Reads your ERP directly

Answers invoice, PO, and payment status questions from SAP, Oracle, NetSuite, or Dynamics.

Grounded in your policy

Expense policy, procurement policy, approval matrix: answers with citations to the source clause.

Automates vendor onboarding

Collects tax docs, bank details, and compliance attestations through a conversational flow.

Fraud-aware

Flags suspicious vendor changes, out-of-pattern payments, and policy exceptions for human review.

A day in the life

A vendor chasing an invoice payment, resolved without a human AP touch.

  1. 01

    Vendor asks

    "Is invoice INV-84221 paid?"

  2. 02

    Authenticate

    Validates vendor identity via tax ID + invoice match.

  3. 03

    Look up

    Queries SAP: invoice status, due date, payment run assignment.

  4. 04

    Answer

    "Scheduled for payment run on Apr 25. Funds arrive Apr 27."

  5. 05

    Log

    Logs vendor interaction against the invoice record.

What we design for

Typical targets for this use case.

63%
Target
Manual finance queries eliminated
11 days
Target
Median vendor onboarding time
2.4x
Target
Improvement in expense policy adherence
Sample conversation

Finance self-service chat

Klivo · Finance & Procurement
Online
Can I expense a client dinner of 18,000 INR?
Under the current policy, client dinners are capped at 12,000 INR per meal without pre-approval. Above that, you need sign-off from your budget owner, Nikhil. Want me to route the pre-approval?
Yes please.
Sent. You'll hear back in a few hours. If approved, the expense can be submitted up to 30 days from the event date.
FAQs

What enterprise buyers ask about this use case.

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