Finance teams can describe recurring tasks in plain language to create scheduled automations such as overdue reminders or duplicate-bill flagging, turning ad hoc admin work into repeatable workflows.
People decide which tasks should be automated, validate exceptions, and adjust workflows when business rules or priorities change.
A finance lead types a rule like “every Monday remind customers with invoices 15+ days overdue,” and the platform creates the scheduled workflow and notifications.
Zapier Copilot / Microsoft Power Automate CopilotAP staff describe a plain-language rule to flag bills with the same vendor, invoice number, and amount and route them to review before payment.
Microsoft Power Automate / BILLTeams can ask for an automation that escalates high-value unpaid invoices to account owners or Slack after repeated reminders, reducing manual monitoring.
Zapier Copilot / WorkatoI help companies navigate AI adoption -- from strategy to production. Whether you are building your first LLM-powered feature or scaling an agentic system, I can help you get it right.
Design and build LLM-powered products and agentic systems
Go from idea to production with a clear implementation roadmap
Build AI with human-in-the-loop in regulated environments
This August release improves on two fronts at once. It starts with core workflows done right: faster performance and improvements to the tools you use most. It extends to new AI-powered capabilities from Intuit Intelligence that automate routine work, surface insights, and help you grow. The result: cleaner books, faster payments, and confident decisions.