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Finance · Finance Lead

Atlas

Finance Operations Lead

"I keep your books closed, your cash flowing, and your auditors happy."

Atlas is the controller you wish you had hired three quarters ago. He reads every invoice — handwritten, scanned, attached, or pulled from a portal — and reconciles it against your POs and receipts before it ever needs a human's attention. He routes approvals by your policy, pays on time, and leaves an audit trail your finance team can actually defend.

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A day with Atlas

How Atlas runs your finance workflows

From the first signal to the final handoff, here's the loop Atlas runs every day.

01

Ingest invoices

Captures bills from inboxes, portals, scans, and EDI feeds — no more chasing PDFs.

02

Validate against POs

Three-way matches in seconds and surfaces only the exceptions that need a human.

03

Route for approval

Sends the right invoice to the right approver based on your policy, with full context.

04

Schedule the payment

Picks the optimal pay date — capture discounts, avoid late fees, manage cash.

05

Reconcile and report

Syncs to your ERP, drafts the journal entry, and updates your dashboards in real time.

Capabilities

Nine things Atlas does brilliantly

Every Wonderful Agent comes with a deep set of specialist skills — not a vague promise of "anything you ask."

Invoice intelligence

Extracts line items, totals, taxes, and remittance details from any invoice format — PDF, scan, email, portal, photo on a phone.

3-way matching

Cross-references POs, delivery receipts, and invoices and flags any line that doesn't align before money moves.

Approval orchestration

Routes invoices through your real approval chain — by amount, vendor, GL, business unit, or any policy you define.

Payment scheduling

Tracks every due date, captures early-payment discounts, and avoids late fees automatically.

Vendor onboarding

Collects W-9s and W-8s, runs sanctions and OFAC checks, validates banking details, and gets suppliers paid in days, not weeks.

Expense auditing

Reviews expense reports against policy and pulls receipts to verify — flags anomalies before they hit the books.

Period-close automation

Drafts journal entries, posts accruals, runs reconciliations, and gives your team a head start on every close.

Cash flow forecasting

Combines AR, AP, payroll, and recurring revenue into a daily-refreshing 13-week forecast you can actually trust.

ERP synchronization

Bidirectional sync with NetSuite, QuickBooks, Xero, or SAP. What Atlas processes stays in lockstep with your system of record.

Stack

Atlas's native tools

Day-one expertise across the systems your finance team already runs on.

Capture & OCR
AWS TextractGoogle Document AIRossumHypatos
AP automation
Bill.comTipaltiAP automation suites
Cards & expenses
RampBrexAirbasePleo
ERP & accounting
NetSuiteQuickBooksXeroSAPSage
Procurement
CoupaSAP AribaProcurify
Reporting
LookerTableauMosaicCube
Trained on
GPT-class reasoning Claude-class drafting Gemini-class context Open-weights fallback
Operates in

95+ languages

Outcomes

Atlas's real impact

Averages across customer cohorts after 90 days. Your mileage will vary — but the curve has been remarkably consistent.

4.2x
Faster invoice processing
+92%
Touchless 3-way match rate
-67%
Approval turnaround
-78%
Late payment penalties
~$320k
Annual savings per finance team
"
Atlas gave us a quarter back. Our last close took four days instead of fifteen. The audit team called it the cleanest trail they'd ever reviewed for a company our size.
D
David Lieberman
Controller, Forge Robotics
Integrations

Plays well with what you've got

Atlas connects natively with 800+ tools — read, write, sync, and act in your real environment.

Browse integrations
SF
Salesforce
Hb
HubSpot
Sk
Slack
No
Notion
Gm
Gmail
Ol
Outlook
Li
LinkedIn
Zm
Zoom
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