Build Your Brief

AI Agents

That think , act , and learn

Build intelligent agents that are deeply
Integrated With your systems and
continuously improving.

Build intelligent agents that think, act, and learn—just like your best team members.

At TechFarben, we develop agentic AI systems purpose-built for Finance and Operations teams. These aren’t just bots—they’re intelligent digital teammates that learn your business context, automate complex workflows, and collaborate with your team across platforms like NetSuite, Salesforce, banking systems, and other back office tools.

Whether it’s streamlining accounts receivable, handling project management workflows, or automating approvals, our agents are built to transform how your teams operate—securely, scalably, and strategically.

What Makes Our Agents Different?

Agentic by Design

Our AI agents are autonomous and proactive—capable of initiating actions, responding to exceptions, and adapting to change—just like a seasoned team member would.

Built for FinOps

From accounts receivable automation to project-based budgeting, procurement reconciliation, and compliance, our agents are fine-tuned for real-world financial operations.

Embedded in Your Tech Stack

Whether it’s NetSuite, Pleo, Wise, HSBC, ApprovalMax, or internal tools, our AI agents deeply integrate and interact with your systems through secure APIs and business logic layers.

Compliant, Auditable, Secure

Every action by an agent is traceable, auditable, and aligned with your company’s internal controls. We prioritize governance, transparency, and risk management.

Our Approach

Consulting-Led Design Thinking

We co-create agent workflows through discovery workshops, align them to your operations, and validate every step through rigorous testing.

Change Management & Adoption

We bring the right mix of training, SOP transformation , and team coaching to help your staff embrace Al not as a threat, but as an extension of their potential.

Consulting-Led Design Thinking

We co-create agent workflows through discovery workshops, align them to your operations, and validate every step through rigorous testing.

INPUT SYSTEMS

  • NetSuite
  • Salesforce
  • Wise
  • HSBC

AGENT

  • Rules Engine
  • Knowledge Graph
  • Deep Learning

OUTPUT

  • Alerts
  • Decisions
  • Actions Taken
  • Logs

AI Use Cases We’ve Delivered

Accounts Receivable Automation

Accounts Receivable Automation simplifies and speeds up invoice processing and payment collection using technology, reducing manual work and improving cash flow.

Project Management Agents

Project Management Agents are AI-powered tools or software assistants that help plan, organize, and track projects. They automate tasks like scheduling, progress updates, resource allocation, and team coordination to improve efficiency and project outcomes.

Autonomous Bank Reconciliations
Autonomous Bank Reconciliations use AI and automation to independently match bank statements with internal records, quickly identifying discrepancies and ensuring financial accuracy with minimal human intervention.
AI-Powered Approval Workflows
AI-Powered Approval Workflows automate and optimize approval processes by using artificial intelligence to route requests, detect anomalies, and ensure faster, smarter decision-making with minimal manual input.
Vendor Matching & ACH Payment Scheduling
Vendor Matching & ACH Payment Scheduling automates the process of linking invoices to the correct vendors and schedules ACH payments efficiently, ensuring timely, accurate, and streamlined vendor transactions.
Predictive Cash Flow Monitoring
Predictive Cash Flow Monitoring uses AI and data analytics to forecast future cash positions, helping businesses anticipate shortages or surpluses and make proactive financial decisions.
Smart PO to GRN Matching
Smart PO to GRN Matching automates the process of matching Purchase Orders (PO) with Goods Receipt Notes (GRN) using AI to ensure accurate, efficient, and error-free verification of received goods against ordered items.
Sustainability & ESG Data Agents
Sustainability & ESG Data Agents are AI-driven tools that automatically collect, analyze, and report Environmental, Social, and Governance (ESG) data, helping organizations track sustainability goals, ensure compliance, and drive responsible decision-making.

Why TechFarben

With over 3 years of experience modernizing finance systems for global brands and nonprofits, we don’t just build AI—we integrate it into your business DNA.

We’re proud to have built FinOps agents that are already delivering impact across:

  • Accounts Payable and Receivable
  • Project Accounting and Delivery
  • ERP Workflows and Approval Flows
  • Sustainability and ESG Intelligence

Let’s design your next AI teammate—one that understands your business and works tirelessly, 24/7.


4. AI Agent Playbook 

  • Explain: What is an AI Agent?

     

  • How they’re built, tested, and embedded

     

  • What a phased rollout looks like

     

  • Bonus: Include 2–3 sample workflows or business logic pseudocode
5. AI Readiness Checklist for FinOps Teams
  • “Is your finance or ops team ready to pilot an AI agent?”
  • Include sections on:
    • Data hygiene
    • Workflow documentation
    • Change-readiness

6. Example Agent Statement of Work (SOW) or Roadmap

 

  • Help enterprise buyers see what engagement might look like — from discovery to build to pilot to scale.

Proven Results and ROI

5-12

Delay hiring of FTEs per $10M revenue

Farben Workforce:

  • FarbenAR
  • FarbenBridge
  • FarbenReco
  • FarbenEx enses
  • FarbenAssist
  • FarbenPro ects

up to 30%

Accelerated Cash Flow
  • Optimize payment cycles
  • Reduce Days Sales
  • Outstanding (DSO)
  • Prevent revenue leakage

over 20

Out-of- the-box Integrations
  • Salesforce
  • SugarCRM
  • Docusign
  • Oracle NetSuite
  • Shopify
  • Banks & PGs
  • Government

up to 98%

Compliance and Reduce leakages
  • Ensuring accuracy
  • Compliance
  • 3 way matching Auto Matching

7. Agent Case Study

 

  • Case study template from home Page Charles Monat
  • JTB
  • Pet Cubes

Concept Builders

Comparison Grid: AI Agent vs RPA vs Chatbot

Feature AI Agent RPA Chatbot
Proactive actions ✅ ❌ ❌
Learns over time ✅ ❌ Limited
Works across systems ✅ Limited ❌

12. Naming Convention or Agent Library

  • Example: “Fargo” = AP/AR agent, “Navi” = Reconciliation agent, “Delta” = ESG insights agent.
  • Helps humanize the concept and make it sticky.

CTA & Conversion Assets

 

13. “Build an Agent” Form or Quiz

  • Interactive lead-gen form: “Tell us your biggest ops bottleneck → we’ll show you what an AI Agent could do.”
  • Output: short PDF or email + call-to-action to talk to a consultant.

14. Agent Pilot Program CTA Box

  • Messaging like: “Pilot an AI Agent in 30 Days”
  • “Start with one workflow. Prove the value. Scale with confidence.”

15. Integration Matrix or Agent Compatibility Chart

  • Let buyers quickly see:
    • Which systems TechFarben agents already integrate with
    • Which industries are supported