AI team
Your AI finance and tax team
11 AI roles you can hire for finance and tax. Each one works in your own records, hands work to the rest of the team, and anything that sends, pays, signs, files or deletes waits for a person's approval.
- AI roles to hire
- 11
- Jobs by business type
- 1,595
- AccountantCore
- Collections officer
- Billing executive
- GST specialist
What this solves
The finance and tax work that fills the day, prepared by AI team members
In most businesses, finance and tax work means follow-ups, entries, checks and reports, done by hand and chased by the owner.
11 AI roles for finance and tax, each with one job. Accountant is a core role. Each works in your own records with the permissions you give it.
Your finance and tax staff check and approve work that is already prepared, and every step is recorded. Anything that sends, pays, signs, files or deletes waits for a person's approval.
How it works
How a finance and tax AI team member handles one piece of work
- Work arrivesAn order arrives by email or a forwarded chat, a deal is won, stock falls below its level, an invoice goes overdue, or you simply ask in plain words. Every event in the business can start work.
- The right AI team member takes itThe AI team member whose job it is picks it up, the way a good team works. Routing reads the words against each role and costs no AI. A wrong pick is handed to the right teammate.
- It works in your recordsEach AI team member uses the same actions your staff use, inside your own data, with only the permissions its role allows. It drafts the invoice, the reply, the reorder or the report.
- You approve what mattersAnything that sends, pays, signs, files or deletes always waits for a person. Everything else follows the limits you set, and every step is recorded.
Built and ready to hire
11 AI roles for finance and tax
Open a role to see what it does and the jobs it already knows by business type.
How much they do alone
Each AI team member asks first and gets more freedom as you approve its work
Watch
Notes what it would have done and compares it with what your people did. It changes nothing.
Ask
Prepares the work and waits for your approval. Each loop and each AI team member starts at this level, and your changes to its drafts teach it how you work.
Auto, within limits
Prepares and records work inside the limits you set, such as amount or customer type. Anything that sends, pays, signs, files or deletes still waits for a person's approval, except payment reminders once checked and switched on. Anything outside the limits comes back to you.
Hands-off
Keeps routine work moving within your limits, without you having to give it a daily list. Anything that sends, pays, signs, files or deletes still waits for a person's approval. You can stop any AI team member, or the whole team, from the AI team screen.
Always waits for a person, at every level
- Paying anyone
- Signing a document
- Deleting a record
- Filing a return
- Sending any message, except payment reminders you have switched on
- A price or discount beyond your floor
- Decisions about your staff
Not covered yet
- 2 more finance and tax roles are not built yet: Income tax and TDS specialist, Budget planner. They will be added as their apps are built.
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
Run the whole business on one system Set up for your trade.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes