Extract structured data from an invoice or receipt.
Output
JSON: supplier, invoiceNumber, issueDate, dueDate, currency, lineItems[], subtotal, tax, total
Instructions
Return only fields present in the document. Never infer a value. Set a field to null rather than guessing. Flag when the line items do not sum to the total.
Tools
Google Drive or Gmail to fetch, Google Sheets to write
Model
A smaller model is usually enough. Test both.
Use case 2: Policy and control question answering
Setting
Value
Goal
Answer questions about internal finance policy, spend approval thresholds and expense rules.
Knowledge base
Finance policy, delegation of authority matrix, expense policy, procurement rules
Instructions
Answer only from policy. Always quote the clause. If a question is about a specific transaction rather than policy, say so and route to the finance team.
Tools
Slack to answer in a finance help channel
Use case 3: Contract and pricing review
Setting
Value
Goal
Compare a customer contract against our standard commercial terms and list every deviation.
Knowledge base
Standard terms, approved discount bands, revenue recognition policy
Output
JSON: { clause, standard, proposed, risk, requiresApproval } list
Use case 4: Month end variance narrative
Setting
Value
Goal
Turn a variance table into a written commentary for the management pack.
Skills
A "Management reporting style" skill defining tone, structure and length
Tools
Google Sheets to read, Google Docs to write
Instructions
Explain only variances above the materiality threshold. Never speculate on a cause that is not in the supporting notes.
Governance for finance
Requirement
Setup
Segregation of duties
Builders create agents. A separate approver group holds Admin on production agents.
Immutable evidence
The audit log is append only, with the actor's role recorded as it was at the time.
Cost control
A model allowlist plus per run cost in traces.
Four eyes on payments
Never grant a payment tool. Have the agent draft, and let a human execute.
Access review
Export the audit log filtered to sharing and role changes each quarter.
