Bundle

AI Finance Ops Stack

AI Finance Ops Stack brings together AI Invoice Intelligence, AI Accounts Payable Agent, AI Accounts Receivable Agent and AI Expense Audit for finance teams, delivered as one project with one intake.

Bundle price
AI Invoice Intelligence$5,500
AI Accounts Payable Agent$8,300
AI Accounts Receivable Agent$8,300
AI Expense Audit$5,500
Bought separately$27,600
Bundle discount, 15%−$4,100

Discount rounded to the nearest $100. Savings are calculated from current component prices, not claimed.

Problems this solves

Supplier invoices are keyed in by hand and errors slip through

AI Invoice Intelligence reads incoming invoices and pulls out the key details. The AI Accounts Payable Agent uses that data, so your team checks entries rather than typing them.

Overdue customer invoices are chased late or not at all

The AI Accounts Receivable Agent tracks open invoices and sends reminders on the schedule you agree. Your team steps in only when a customer disputes a bill or needs a conversation.

Expense claims are approved without anyone checking the receipts

AI Expense Audit reviews claims against your expense policy and flags anything that does not fit. Flagged claims go to your reviewers instead of passing straight through.

Finance exceptions are spread across inboxes and spreadsheets

All four products send their exceptions to one review queue for your team. Nothing odd gets buried in a personal inbox, and reviewers can work through items in one place.

Scope card SKU UPM-B0025

AI Finance Ops Stack

Everything this build includes, written down before you pay. Choose how you want it, own the code or license it yearly, then the delivery speed and any add-ons.

$8,350 first year, then $5,000 a year from go-live
1. Choose how you want it: own it, license it, or a custom build

Own it: the full code, in your accounts

Owning the code for this product is priced on a written quote. Request a custom quote

License it yearly: we host and run it

Custom build: changed to fit you, on a written quote

Need more than this Scope Card: other systems, more channels, your own process or a different scope? Tell us in writing and we reply with a fixed written quote. You can own the result or license it.

Request a custom quote

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

Own it: the full code, in your accounts

  • The full source code, setup and documentation, delivered into accounts in your name
  • The code and work are yours once the order is paid in full
  • 30 days of post-launch support, then optional maintenance
  • Hosting and infrastructure are yours to run

License it yearly: we host and run it

  • Upmark Labs hosts, runs, monitors and updates it for you
  • Same scope and limits as the Scope Card, plus 2 change hours a month
  • Your data and settings stay yours, exportable at any time
  • Renews each year from go-live; stop at renewal and we export your data

Custom build: changed to fit you, on a written quote

  • Built to your exact requirements, beyond this Scope Card
  • Fixed price, deliverables and timeline agreed in writing before work starts
  • Own the code or license it yearly, whichever suits you
  • The same bring-your-own-key rule for AI, phone and tool costs

Every option is bring-your-own-key: AI model usage, phone numbers, WhatsApp, email and every other third-party tool run on your own accounts and keys, billed to you directly by each provider. Upmark Labs does not pay, resell or mark up those costs. Own it or license it: how each works

2. Add extras if you need them (optional)

Add-on prices follow the delivery speed you choose.

What is included

Channel
Each included product's channel
Integrations
Integrations of each included product
Knowledge
Knowledge limits of each included product
Workflows
All workflows of: AI Invoice Intelligence, AI Accounts Payable Agent, AI Accounts Receivable Agent, AI Expense Audit; plus up to 3 handoffs between them
Languages
1
Testing
Each product's testing plus 20 cross-product scenarios
Revisions
2 rounds
Handoff
Written handover report
Support
30 days after launch

How the 4 work together

These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.

Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.

One intake for all 4

The combined checklist of every included product, collected once through a single intake
Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control (never by email)
your business information (company basics, hours and brand voice), shared during intake
one decision-maker for approvals
an API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit

Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Not included

Third-party software subscriptions and AI usage fees
creating source content or data you do not provide
features outside the listed scope (available as add-ons or upgrades)
products not listed in the bundle

What you receive at handover

  • AI Invoice Intelligence, AI Accounts Payable Agent, AI Accounts Receivable Agent and AI Expense Audit, each configured and deployed
  • One shared review queue for exceptions from all four products
  • Cross-product workflow configuration with data shared where you choose and up to three handoffs
  • A combined test report covering each product's tests plus 20 cross-product scenarios
  • A combined admin guide and a written handover report
  • 30 days of post-launch support

Expected benefits and how to measure them

  • Can cut the time spent on manual invoice entry.
  • Helps cash come in more steadily through timely reminders.
  • Makes policy breaches on expenses easier to catch.
Days sales outstanding
Compare average days to collect payment from your accounting system for the quarter before launch and the quarter after.
Invoice processing time
Measure days from invoice received to approved for payment in your AP records, for a month before and after launch.
Expense exceptions found
Count claims flagged by the expense audit each month and note how many your reviewers confirmed.

Before you start: Export current days sales outstanding and a month of invoice processing dates. Note how expense claims are checked today and by whom.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Questions about this product

Does the AI Finance Ops Stack pay suppliers on its own?

No. The payables agent handles invoice intake, matching and approval routing under the limits you set. Approvals stay with the people you name, and the stack does not release payments by itself. Anything that fails a match or a rule goes to the finance review queue for a person to resolve.

What does the finance bundle save against separate orders?

The four builds cost 15 percent less as a bundle than bought separately, and the price panel shows both totals before you pay. The stack also adds three handoffs and 20 cross-product test scenarios, so an invoice moves from reading to approval to payment without anyone re-keying it.

Which accounting systems can the four builds connect to?

The ones that offer API access, confirmed during intake. Payables and receivables each read and write to up to two systems, invoice reading uses one source and one destination, and expense checks read from up to three sources. For receivables we also sell editions built for QuickBooks, Xero and Zoho Books.

How are overdue customer reminders worded?

In your words. You supply the reminder wording and the rules for when each one goes out, and the receivables agent follows them. It tracks what is owed, sends the approved reminders and reconciles payments as they arrive. Accounts that need a conversation are passed to the person you choose.

Can the stack be delivered before our month-end close?

Often, by written quote. Faster delivery for a bundle this size is arranged by written quote, with its date and price agreed before work starts. Every option starts once the complete intake, including invoice samples and system access, is in, so gathering those early protects your date.

How does the expense audit decide what to flag?

From your written expense policy. AI Expense Audit reads claims from up to three read-only sources, compares each against the policy rules you approve, and reports exceptions through one channel, such as email or a dashboard. Results are checked against three months of your historical claims before launch.

Is this regulated financial advice?

No. The stack supports finance operations: reading invoices, routing approvals, chasing receivables and checking expenses against your own rules. It does not give tax, investment or accounting advice. Your finance team and your accountants keep responsibility for every posting, approval and judgment the work involves.