Teams

Instant answers on invoices, expenses and finance policies

Invoice status, expense rules, payment terms and month-end procedures – answered in one conversation, so your finance team spends less time on emails and more on analysis.

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"Has this invoice been paid?"

"What’s the hotel limit for business travel?"

"Which cost centre should I use for marketing events?"

"When is the month-end deadline?"

The challenge

Finance teams are interrupted all day by questions: has this invoice been paid, what can I claim on expenses, which cost centre do I use, when is the deadline for month-end. Suppliers chase payment updates by email and phone.

Policies and procedures sit in documents few people read, and answers depend on who you ask. Mistakes in expenses and coding create rework at exactly the busiest times.

Colleagues want quick, reliable answers. Without them, the finance inbox grows and close takes longer every month.

What is Echo7?

Echo7 is an AI assistant for your finance team and colleagues that works from your own information. You give it finance policies, expense rules, procedures, chart of accounts and month-end checklists – PDF, Word, PowerPoint, Excel, HTML, text or CSV – and it builds a searchable knowledge base.

When a colleague or supplier asks a question in their own words and language, Echo7 finds the relevant approved information and replies clearly. This is retrieval-augmented generation (RAG): every answer is grounded in your own information rather than an AI model’s general knowledge, so it stays accurate and up to date.

And it goes beyond answers: it checks invoice and payment status, guides expense claims, sends supplier updates and passes exceptions to your team.

Discover the Echo7 AI Assistant

The results

With Echo7, colleagues and suppliers get clear answers on invoices, expenses and procedures in seconds. Fewer emails reach the finance inbox, and requests arrive complete.

Your finance team feels it too: fewer coding errors, faster expense approvals and more time for reporting, forecasting and analysis.

The outcome: a smoother month-end, better supplier relationships, consistent use of finance policies and a team focused on value, not admin.

Curious how this would work for your team? Ask our assistant – it’s built on Echo7.

What Echo7 does for you

Powered by Echo7’s core features: the AI Assistant, Integrations and Agents and Workflows. Want to see it in action? Ask our assistant a question now.

Answers from your own policies

Every response comes from your approved finance policies and procedures, so everyone follows the same rules.

Invoice and payment status

Integrations check approval and payment status, so suppliers and colleagues don’t need to chase.

Expense guidance

Echo7 explains limits and rules before a claim is submitted, reducing rejections and rework.

Correct coding

Colleagues find the right cost centre and account code by describing what they bought.

Month-end support

Checklists, deadlines and procedures are one question away for everyone involved in the close.

Exceptions to people

Disputes, unusual requests and approvals beyond your limits go to the right person in finance.

How Echo7 works behind the scenes

Every request follows the same governed path: Echo7 works out what the user needs – knowledge, live data or an action – and orchestrates the right components.

Understand

It interprets each request in the context of your organisation and the user’s role, so nobody needs to know which document or system holds the answer.

Retrieve

It searches your approved finance policies, expense rules, procedures and checklists for the relevant, up-to-date information.

Act

Agents and integrations check invoices and payments, notify suppliers and route exceptions – within the rules you set.

Respond

It composes a clear answer with next steps, in the user’s language, and hands over to a person when needed.

How it works in practice

From an invoice question to a supplier update, Echo7 supports your colleagues in a single conversation.

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Try asking our assistant a similar question – for example: “Can Echo7 answer questions about our expense policy?” or “Can it check invoice status?”

Step 1

A colleague asks: “Can I claim for a client dinner of £180 for four people?”

Step 2

Echo7 checks your expense policy and confirms the limit per person.

Step 3

It explains what receipts and details are required.

Step 4

It guides the claim submission and flags anything that needs manager approval.

Connects to the tools you already use

Echo7 works with your finance systems, so policies and live data come together.

Credentials are managed securely, each connection is a clear, testable, reusable agent, and new capabilities can be added at any time.
Explore Integrations and Agents

Accounting

Xero, QuickBooks, Sage and similar platforms for invoices and payments.

ERP

SAP and Microsoft Dynamics for purchase orders, suppliers and cost centres.

Expenses

Expense management tools for claims, approvals and policy checks.

Documents

SharePoint and Google Drive keep policies and procedures in sync.

Collaboration

Microsoft Teams and Slack, so colleagues ask finance questions where they already work.

Reporting

Power BI and your financial data for spend and budget questions in plain language.

In control, always

AI support shouldn’t mean losing control of your financial data and policies. Echo7 follows governed workflows: it asks for missing information, applies your rules and handles uncertain cases through safe fallback paths – passing the request to your finance team when a person is the better choice.

Access controls ensure each user sees only what they’re authorised to – budgets and payroll data for authorised finance staff only, for example. Assistants can have separate knowledge bases and integrations, escalations are traceable and credentials protected.

Have a question about security or data? Ask our assistant.

Agents, integrations and processes can be enabled, paused or replaced at any time.

See how Echo7 Workflows work

Why Echo7

More than a finance chatbot. Echo7 combines your policies, live financial data and actions in one experience – giving every colleague and supplier quick, reliable answers.

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Prefer to ask? Open the assistant and ask how Echo7 would work for you – you’ll get an answer straight away.

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We’re here to answer your questions, explore new ideas with you, and help find the solution that best fits your needs.

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Frequently asked questions

Didn’t find your answer? Ask our assistant – it’s trained on everything on this site.

How does Echo7 support my finance team?

It answers from your approved finance policies, checks invoice and payment status and routes exceptions to your team.

What content can I use?

Finance policies, expense rules, procedures, chart of accounts and month-end checklists, in PDF, Word, PowerPoint, Excel, HTML, text or CSV.

Can suppliers use it?

Yes. You can give suppliers access to payment status and approved information about their own invoices only.

Can it connect to our accounting system?

Yes. With an integration, Echo7 can check invoices, payments and purchase orders in real time.

Does it work in other languages?

Yes. It replies in each user’s own language, while working from the same approved content.

What if the assistant doesn’t know the answer?

It asks for clarification or passes the request to the right person, rather than guessing.

Is our data secure?

Yes. Access controls, separate knowledge bases and protected credentials keep sensitive information visible only to authorised users.

How quickly can we get started?

Quickly, with the material you already have. Start a free trial, upload your content and test it. Or ask our assistant anything first.

Give your finance team fewer emails and more time

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