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 a Closed Beta feature. Therefore, 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 Settings > Payhawk Labs.
Click on the Financial Controller Agent - Join the waitlist button.
Enabling the Financial Controller Agent for multiple entities (group level)
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.
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 Slack Connect to set up Slack as a chasing channel. As a result, the Settings > Integrations app will open.
Alternatively, go directly to Settings > Integrations to set up the Slack connection.
Connecting Payhawk to Slack
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.
Go to Settings > Integrations.
Alternatively, you'll be redirected to the same page after you've selected the Slack Connect option from the Settings > AI Office page while configuring the Agent.
Go to Slack and click on Connect. As a result, the Slack integration wizard will load.
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.
Managing the Slack connection
As a Payhawk administrator, you can disconnect Slack in the following way:
Go to Settings > Integrations > Slack.
Click on the three-dot menu and select Disconnect.
Disconnecting 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.