Agents

Meet your new
colleagues.

Each IIVPA agent is a specialist with one job, a clear set of permissions and a person it reports to. Here's who they are and how they work.

Finance
Invoice Matcher
matching PO-88213 → GRN-5512
Finance
Close Assistant
reconciling 1140-intercompany
Finance
Expense Auditor
flagged claim #20931 · duplicate
Operations
Disruption Planner
re-booking MSKU 448120
Operations
Inventory Reconciler
variance SKU 7731 explained
Customer
Request Resolver
case 55102 · address change
Customer
Renewal Agent
drafting renewal · Kowloon Freight
Compliance
Regulatory Mapper
mapping circular 2026/41
Compliance
KYC Reviewer
screening entity 4 of 6
People
Onboarding Coordinator
laptop ordered · start 14 Oct
IT
Access Request Agent
granted SharePoint · Finance
IT
Incident Triage
correlated 14 alerts → 1 incident
Finance
Invoice Matcher
matching PO-88213 → GRN-5512
Finance
Close Assistant
reconciling 1140-intercompany
Finance
Expense Auditor
flagged claim #20931 · duplicate
Operations
Disruption Planner
re-booking MSKU 448120
Operations
Inventory Reconciler
variance SKU 7731 explained
Customer
Request Resolver
case 55102 · address change
Customer
Renewal Agent
drafting renewal · Kowloon Freight
Compliance
Regulatory Mapper
mapping circular 2026/41
Compliance
KYC Reviewer
screening entity 4 of 6
People
Onboarding Coordinator
laptop ordered · start 14 Oct
IT
Access Request Agent
granted SharePoint · Finance
IT
Incident Triage
correlated 14 alerts → 1 incident
Inside every agent

Five things it does, every time.

Perceive invoice-matcher · run 8841
Work arrives from everywhere. The agent notices all of it.
inboxap@ · 3 new invoices
queueSAP IDoc 5100293
portalsupplier upload · v7.pdf
parse18 fields · 100% cited
Autonomy

You decide how much it decides.

Every agent starts by suggesting. As it earns trust on your data, you move the dial — per workflow, per threshold, any time.

Agent
Person
LEVEL 3 OF 4
Approve
The agent acts after a one-click sign-off.
Invoice 4471 · HK$18,200Posts the invoice the moment your finance lead approves.
Catalogue

Start from a proven agent.

Finance
Invoice Matcher
Reads invoices in any format, three-way matches them to POs and receipts, and posts clean ones to the ledger.
SAP · Oracle · Coupa
Finance
Close Assistant
Runs reconciliations, chases missing accruals and prepares the month-end pack for review.
SAP · BlackLine · Excel
Finance
Expense Auditor
Checks every claim against policy and receipts, and returns exceptions with the reason attached.
Concur · Workday
Operations
Disruption Planner
Watches carrier feeds, re-plans delayed shipments and keeps customers updated before they ask.
TMS · Carrier APIs · Outlook
Operations
Inventory Reconciler
Compares system stock with counts and movements, and explains every variance.
SAP EWM · Manhattan
Customer
Request Resolver
Understands requests from any channel, actions them in your CRM and drafts the reply in your voice.
Salesforce · Zendesk · WhatsApp
Customer
Renewal Agent
Prepares renewal terms from usage and history, and hands account managers a ready-to-send offer.
Salesforce · HubSpot
Compliance
Regulatory Mapper
Reads new circulars on publication and maps every obligation to your policies and controls.
HKMA · SFC · MAS feeds
Compliance
KYC Reviewer
Assembles customer due-diligence files, screens against lists and prepares the analyst decision.
World-Check · Core banking
People
Onboarding Coordinator
Runs every new-joiner task across IT, facilities and payroll so day one just works.
Workday · ServiceNow · Teams
IT
Access Request Agent
Grants routine access within policy and routes anything sensitive to the right approver.
Entra ID · ServiceNow
IT
Incident Triage
Groups alerts, finds the likely cause and opens a ticket with the evidence already attached.
Datadog · PagerDuty · Jira
Teamwork

Specialists that hand off, like a good team.

Onboarding a corporate client touches five desks. Five agents carry it through — with one person signing off at the step that matters.

01 Agent
Intake
Collects documents and opens the case.
02 Agent
KYC Reviewer
Screens entity and beneficial owners.
03 Person
Risk decision
Relationship manager approves the rating.
04 Agent
Account setup
Creates accounts and limits in core banking.
05 Agent
Welcome
Sends credentials and a tailored welcome pack.

Don't see your agent? We'll build it.

Bring one process to a 90-minute working session. You'll leave with the agent's job description, its guardrails and a price.