Frequently Asked Questions
Questions?
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Everything you need to know about AI-powered finance operations.
What is an AI finance operations agent?
It's an AI-powered software agent designed to handle repetitive finance operations such as invoice processing, reconciliation, expense review and workflow management.
How do I connect my accounting platform?
Connect your accounting platform in just a few clicks. Choose your platform, authorize Qevora, and your financial data will sync securely—no technical setup required.
How does the AI agent make decisions?
Qevora analyzes your financial data, follows your predefined rules and policies, and uses context to determine the right action. When a decision needs human input, it asks for approval.
Can I require human approval for certain actions?
Yes. You can set approval rules for specific actions, so Qevora knows when to act automatically and when to pause and request human approval.
How do I create an automation policy?
Create a policy by defining a trigger, setting the rules and conditions, and choosing what Qevora should do. You can also add approval steps for actions that require human review.
Where can I review my agent's activity?
You can review your agent’s activity from the Activity Log, where every action, decision, and approval is recorded with a clear audit trail.
How do I manage team permissions?
Manage team permissions from your workspace settings. Assign roles, control access, and decide what each team member can view, approve, or manage.
What happens when the agent finds an exception?
When Qevora detects an exception, it flags the issue, explains what it found, and routes it to the right person for review or approval.
How can I disconnect an integration?
You can disconnect an integration from your workspace settings. Select the connected platform, choose Disconnect, and confirm the action.
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