What ProcIndex does
ProcIndex builds AI agents that automate accounting operations directly inside existing ERP systems, handling repetitive finance work without requiring teams to adopt new software or migrate data. The agents run within platforms including SAP S/4HANA, Oracle ERP, NetSuite, Dynamics 365, Sage Intacct and QuickBooks.
Key capabilities
ProcIndex offers specialized agents across the finance function. An accounts payable agent captures invoices, performs three-way matching against purchase orders, applies GL coding and routes approvals. An accounts receivable agent manages invoicing, payment tracking, overdue follow-ups and cash flow forecasting. Additional agents handle month-end close schedules and reconciliations, bank-to-invoice matching, and vendor communication. The company states it is SOC 2 Type II certified with full audit trails and uses a guardrail-based, human-in-the-loop rollout.
Who it's for
ProcIndex is built for enterprise accounting and finance teams running major ERP platforms that want to speed up close cycles and reduce manual processing without changing their core systems.