Hats · Finance
AI agent for finance teams
Give your finance team an AI agent that knows your chart of accounts, your approval rules and your reporting cadence.
The Finance Hat processes invoices, reviews expenses and compiles reports, so the close is faster and cleaner.
Hey skilder, process the new supplier invoices and post them
Finance Hat loaded
Invoice processing
32 invoices coded and matched to POs. 3 mismatches held for review. Post the clean 29?
Yes, post them
Any expense reports out of policy this week?
Expense review
5 of 60 breach policy, 3 over per-diem, 2 missing receipts. Returning them to the submitters.
Inside the Finance Hat
A Hat bundles everything the agent needs to do a role, its mission, your rules, the skills it can run, and the tools it connects to. Building blocks you assemble.
Role description
I process invoices, review expenses and compile reports against your chart of accounts and policies, so the close runs faster with fewer surprises.
Instructions
"When running the Invoice processing skill: match every invoice to a PO, flag anything above policy or missing a receipt, and never post above CHF 5k without approval."
Skills
Hover a skill to see what it does.- Invoice processing Extracts and codes invoice data, matching it to POs.
- Expense review Checks expense reports against your policy and flags exceptions.
- Financial reporting Compiles a P&L or cash summary from your ledger.
- Variance analysis Explains budget-vs-actual variances by line.
- Payment reconciliation Matches payments to invoices and flags discrepancies.
Connectors
- SAP
- NetSuite
- QuickBooks
- Stripe
- Excel
How it works
Live in minutes. Three simple steps.
- 1
Pick a Hat
Start from a Hat and shape it to your playbook, prices, rules, tone. No code, minutes not weeks.
- 2
Plug in your tools
Connect Salesforce, HubSpot and the rest, so the agent works on your real data, not generic answers.
- 3
Run it from your AI
Your team wears the Hat inside Claude, ChatGPT or Copilot, governed and audited, no new tool to learn.
Frequently asked questions
-
Does it follow our chart of accounts and policies?
Yes. The Finance Hat applies your coding rules, approval thresholds and expense policy as explicit instructions, every entry follows your process, not a generic template.
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Which finance tools does it connect to?
It connects to SAP, NetSuite, QuickBooks and Stripe, so it reads your ledger and writes back coded entries.
-
Can the team use it from existing tools?
Yes. The Finance Hat is LLM-agnostic: it runs in Claude, ChatGPT, Microsoft Copilot or any AI assistant, no new finance system to deploy.
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Is our financial data kept private?
Yes. skilder enforces workspace isolation and full audit logging of every run; your financial data stays in your tenant and is never used to train public models.
From scattered prompts to governed, shared roles.
Try skilder (no credit card), or scope your use case with our founders.
