Cleo Agent
Cleo Agent is an AI assistant inside Cleo Pay that answers questions about your bills, vendors and spend in plain English and does the data entry for you. It drafts, categorizes and tags, and nothing is approved or paid until a person confirms it. Early access on eligible accounts.
Ask in plain English
What is due this week, what is overdue and what is waiting for approval.
Bills drafted from invoices
Upload an invoice and the agent drafts the bill with a category and tags.
AP policy in plain English
Describe your approval rules and the agent turns them into rules you review and publish.
How it works
How Cleo Agent works
Ask a question or upload an invoice in the Agent chat.
The agent looks up your bills, vendors and spend, or drafts the bill and suggests a category and tags.
You review. Approving and paying always wait for a person to confirm.
Write your approval rules in plain English.
Tell the agent who should approve what, for example bills above an amount, from a vendor, or in a category or tag. It drafts structured rules from your words, and they take effect only after you publish them.
Book a walkthrough- Rules by amount, vendor, category or tag
- Drafted from your own words
- Published only after you review them
- Changed the same way, in a sentence
Why it matters
Less data entry
The agent drafts bills, categories and tags so your team reviews instead of typing.
People approve the money
Every approval and payment is confirmed by a person.
Categories set up for you
The agent can propose a category structure from your spend.
Questions
What is Cleo Agent?
An AI assistant inside Cleo Pay. It answers questions about your bills, vendors and spend, drafts bills from invoices, categorizes and tags, and writes your AP policy in plain English.
Can Cleo Agent pay bills on its own?
No. The agent can prepare approvals and payments, but each one waits for a person to click to confirm it.
What can I ask Cleo Agent?
What is due or overdue, what is waiting for approval, what you have spent with a vendor, or how a bill should be categorized.
Is Cleo Agent the same as the AI Finance Manager?
Yes. The pricing page lists it as the AI Finance Manager, included on the Growth, Max and Custom plans.
Who can use Cleo Agent today?
Cleo Agent is in early access on eligible accounts. Ask about it on a walkthrough.
See Cleo Agent on your own bills.
Ask about your bills in plain English and keep every payment in your hands.
Get started