OPEN BETA
As a Payhawk administrator, you can enable the Financial Controller AI Agent, configure its settings, and set up the communication channel connection for individual or multiple entities.
Before you begin
The Financial Controller AI 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 AI Agent for individual entities
As a Payhawk administrator, you can enable the Financial Controller AI Agent for individual entities in the following way:
In the Payhawk web portal, go to Settings > Payhawk Labs.
Toggle on the Financial Controller AI Agent.
Enabling the Financial Controller AI Agent for the group
As a Payhawk administrator, you can enable the Financial Controller AI 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 AI 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.
Connecting Payhawk to Slack for the Agent
Once the Financial Controller AI Agent has been enabled, you can connect Payhawk to Slack to utilize the channel for managing card payments 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 a Payhawk administrator, you can configure the Financial Controller AI Agent for individual entities in the following way:
In the Payhawk web portal, go to Settings > AI Office.
Click on Connect.
Select Slack to set up Slack as a chasing channel and click on Continue. As a result, the Slack connection flow will start.
Grant permissions to share data between Payhawk and Slack by clicking on Continue.
Once Slack is connected, the Financial Controller AI Agent immediately starts chasing the employees in the linked Payhawk entity.
If the Financial Controller AI 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.
Disclaimer
This application integrates large language models (LLMs) to deliver AI-powered functionality, including conversations and automated suggestions. Due to the nature of machine learning, responses may sometimes be inaccurate or incomplete. Payhawk does not use your data to train any public or third-party models.
For more information about how Payhawk processes personal data for the Financial Controller AI Agent feature, see the Global Privacy Policy, which covers personal data for which Payhawk acts as a Controller.