As a Payhawk administrator, you can enable the Financial Controller Agent, configure its settings, and set up the communication channel connection for individual or multiple entities.
Before you begin
The Financial Controller Agent is part of Payhawk Labs where you can experience it in advance. To activate it, see the article on managing Beta features in Payhawk Labs.
Enabling the Financial Controller Agent for individual entities
As a Payhawk administrator, you can enable the Financial Controller Agent for individual entities in the following way:
In the Payhawk web portal, go to the Payhawk account of the desired individual entity.
Navigate to Settings > Payhawk Labs.
Toggle on the Financial Controller Agent.
Enabling the Financial Controller Agent for the group
As a Payhawk administrator, you can enable the Financial Controller Agent for multiple entities within the group in the following way:
In the Group Dashboard, go to Settings > Payhawk Labs.
Switch on the Financial Controller Agent toggle.
Select the entities for which you want to enable the Agent.
Click on Apply.
Enabling the Financial Controller Agent for specific entities within the group allows the Payhawk administrators of those entities to view and manage it.
Each selected entity must still be configured individually, for example, the Slack integration needs to be set up.
Configuring the Financial Controller Agent
As a Payhawk administrator, you can configure the Financial Controller Agent for individual entities in the following way:
In the Payhawk web portal, go to Settings > AI Office.
Click on Configuration.
Select Connect Slack to set up Slack as a chasing channel. As a result, the Slack connection flow is triggered.
Connecting Payhawk to Slack for the Agent
Once the Financial Controller Agent has been enabled and configured, you can connect Payhawk to Slack to utilize the channel as a reminder tool for your employees.
To connect Slack, you must be an administrator in both Payhawk and your Slack workspace. This ensures you have the necessary permissions to authorize the integration and manage notifications.
As an administrator in both Payhawk and Slack, start the connection flow by selecting Settings > AI Office > Financial Controller Agent.
Click on Continue and follow the instructions in the Slack integration wizard.
Grant permissions to share data between Payhawk and Slack by clicking on Allow.
Once Slack is connected, the Financial Controller Agent immediately starts chasing the employees in the linked Payhawk entity.
If the Financial Controller Agent is enabled for multiple Payhawk entities, you can connect them to one or multiple Slack workspaces for granular control.
Users with matching email addresses in Slack and Payhawk receive smart reminders automatically, even if they haven’t manually authenticated in Slack.
If a user's Slack email differs from their Payhawk email, they must authenticate in Slack to start receiving smart reminders or approve requests.
Disconnecting from Slack
As a Payhawk administrator, you can disconnect from Slack in the following way:
Go to Settings > AI Office > Financial Controller Agent > Slack.
Click on the three-dot menu and select Disconnect.
Disconnecting from Slack stops all automated follow-ups for users in that Payhawk entity.
The Payhawk app will remain visible in Slack until manually removed from the Slack workspace settings.
Users will no longer be able to take actions for that entity in Slack after disconnection.
How Payhawk processes your data for the Financial Controller Agent
For more information about how Payhawk processes personal data for the Financial Controller Agent feature, see the following resources:
Global Privacy Policy - Covers personal data for which Payhawk acts as a Controller.
Data Processing Addendum - Covers personal data for which Payhawk acts as a Processor.