Joule Agents and Joule Assistants for finance
Accelerate outcomes with context-aware agents and assistants that know your work and your business.
Access Governance and Security Assistant
Govern every identity—human and AI—with least-privilege access by design, real-time threat detection, and audit-ready proof.
Accounts Payable Assistant
Resolve payment exceptions, reconcile procurement vendors, and turn procure-to-pay into a self-optimizing process.
Accounts Receivable Assistant
Drive faster revenue conversion and cash flow to simplify financial shared service processes.
Billing Assistant
Prevent billing errors, resolve posting issues faster, and deliver accurate invoices with agentic AI.
Cash and Treasury Assistant
Optimize and control liquidity with intelligent positioning, forecasting, and bank insights to fund operations and prevent risk.
Expense Management Assistant
Automate expense reporting, from receipt to reimbursement, to balance employee satisfaction and policy compliance.
Financial Closing Assistant
Optimize financial closing with intelligent automation that simplifies execution and scales close operations.
Financial Consolidation Assistant
Improve consolidation accuracy and speed with guided workflows, validation, and automated execution.
Financial Planning Assistant
Enable dynamic decisions by interpreting intent, sensing change, and analyzing business impact to determine the right course of action.
Governance Assistant
Monitor risks, streamline compliance, and surface actionable insights across governance, risk, and controls.
International Trade Assistant
Bring AI-powered intelligence to trade compliance processes across your supply chain operations.
Overhead Accounting Assistant
Optimize cost management processes, including master data, settlement rules and allocations, and period-end-closing tasks.
Pricing Assistant
Optimize pricing for margin and revenue, protect your margins, and adapt to market changes faster with agentic AI.
Project Management Assistant
Automate project execution from setup to close—monitor delivery in real time and manage changes to protect project margins.
Quoting Assistant
Transform unstructured customer requests into accurate, compliant quotes with AI‑guided selling across the CPQ flow.
Recurring Receivables Assistant
Automate high-volume, order-to-cash receivables with AI-powered billing, collections, disputes, and unified customer views.
Revenue Recognition Assistant
Transform revenue recognition from a reactive, black-box compliance task into a transparent, proactive, and intelligent process.
Sales Operations Assistant
Boost efficiency and revenue by automating order processing, resolving issues, and ensuring accurate sales data.
Tax and Compliance Assistant
Run autonomous tax, regulatory compliance, and local practices at global scale.
Travel Assistant
Streamline individual travel planning and booking and boost operational efficiency by facilitating cost-effective group trips.