Sterling

Finance Services
Specialist

Meet Sterling, the finance agent with prebuilt knowledge and skills to handle everyday expense, purchasing, and payment requests. Tailor it to your finance policies and systems, with your team guiding its performance over time.

Take the busywork out of everyday finance requests.

Sterling

Finance Services Specialist

Priya Nair, via Teams
Can I expense dinner for four at the conference next week?
WHAT STERLING CAN DO

Prebuilt skills for everyday finance requests

01 / 07

Expense and corporate card policy answers

Give employees cited answers about travel, expense reimbursement, corporate card usage, and spending policies, grounded in your organization’s finance rules.

  • Find relevant expense and card policies Company knowledge
  • Check spending rules and employee context HRIS
  • Deliver a cited answer Intranet and chat

Expense report submission

Help employees prepare and submit expense reports, with supporting documentation and policy requirements checked before submission.

  • Collect receipts and expense details Expense management
  • Check expenses against applicable policies Company knowledge
  • Submit the report for approval Expense management

Expense review and approvals

Review submitted expenses against company policies, identify exceptions, and route items requiring human approval to the appropriate reviewer.

  • Retrieve submitted expense reports Expense management
  • Check compliance and flag discrepancies Finance system
  • Route exceptions to the right reviewer Approvals

Purchase requests and approvals

Help employees submit purchase requests, check budget and policy requirements, and secure approvals without unnecessary back-and-forth.

  • Capture purchasing details and requirements Intranet and chat
  • Check available budget and purchasing policy Finance system
  • Create the request and route it for approval Procurement

Budget and spending inquiries

Give department heads and budget owners up-to-date answers about available budgets, spending, and financial commitments.

  • Retrieve department budgets and spend Finance system
  • Check commitments and remaining funds Procurement
  • Deliver an answer from current data Analytics

Purchase order status and follow-up

Help employees check the status of purchase orders and outstanding approvals, without contacting Finance or Procurement for updates.

  • Find the relevant purchase order Procurement
  • Retrieve order and approval status Procurement
  • Provide updates or route follow-up Approvals

Reimbursement status

Let employees check where their own reimbursement is without emailing Finance, and flag anything stuck.

  • Find the employee’s submitted report Expense management
  • Retrieve approval and payment status Finance system
  • Provide the update or escalate a delay Chat channels
HOW IT WORKS

One place to ask. All the right systems, agents, and people working together.

Understand

Interprets employee finance requests or responds to events in connected systems to determine what needs to happen.

I need 20 standing desks for Austin. Coupa event: new purchase request PurchasingBudgetApprovals

Ground

Checks relevant finance policies, budgets, transaction details, and connected systems to determine eligibility, requirements, and next steps.

Purchasing policyApplies Facilities budgetNetSuite Vendor pricingCoupa Travel policyNot needed

Orchestrate

Executes authorized tasks and coordinates workflows across finance and procurement systems, invoking other Magnus or compatible third-party agents when needed.

SterlingAgent9:41 AM Reserve budgetNetSuite Create requestProcurement agent Get approvalsManager, Finance

Resolve

Provides the answer, completes authorized steps, or routes requests for approval or review — escalating exceptions when human judgment is required.

SterlingAgent9:42 AM Request raised for $18,400. I’ll update youonce both approvals are in. Over $10k approvalSent to Finance
Getting Started

Pre-skilled for finance services.
Tailored to your business.

[01]

Skip the blank slate

Sterling comes equipped with finance knowledge, prebuilt skills, and workflows for common employee finance needs, informed by Simpplr’s EX expertise.
[02]

Make Sterling your own

Connect your finance systems, expense management tools, procurement platforms, and policy knowledge. Tailor Sterling to your spending rules, approval workflows, and exception-handling requirements.
[03]

Test and refine before launch

Preview how Sterling handles expense and purchasing requests, validate its responses and actions, and refine workflows and approval rules before rolling it out.
[04]

Hands-on help getting your first agent live

Work with Simpplr’s team to configure Sterling for your policies and systems, and evaluate performance during rollout.
Book a demo
GUIDED AUTONOMY

Your finance team sets the rules. Sterling follows through.

Keep finance policies and controls in place

Define how Sterling handles expense, purchasing, and payment requests using your finance policies, spending rules, and business procedures.
Consistency and control

Review performance and improve over time

Evaluate Sterling’s responses and actions, identify errors or recurring exceptions, and refine its performance through intuitive quality checks and coaching tools.
Accuracy and reliability

Keep people in charge of financial decisions

Decide which requests Sterling can handle autonomously and which require finance review or approval. Exceptions and sensitive decisions go to the appropriate person with relevant context.
Trust and accountability

Operate within enterprise guardrails

IT maintains centralized oversight of agent access, permissions, system connections, and activity, while Finance teams manage Sterling’s behavior within those guardrails.
Security, governance, and auditability
BETTER TOGETHER

Finance help within everyone’s reach

Pair Sterling with Simpplr’s AI intranet so employees can find expense and purchasing policies, submit requests, and follow up on approvals through a familiar experience they already use.
Explore the AI intranet
Simpplr EX Agents work best within Simpplr AI intranet
MORE EX AGENTS

Extend AI-powered support across your organization

Give teams across your organization more capacity by taking repetitive work off their plates with purpose-built EX Agents.

01 / 05

Sage

Can I take 3 days next week?

Workday, SharePoint
Yes, 14 days leftSubmitted to your manager for approval

Approved by manager

HR Services

Reduce repetitive HR inquiries and administrative work, from answering policy questions to handling time off, employee records, and onboarding requests.

Explore Sage

Forge

I can’t get into Figma.

Okta
Seat provisioned, never activatedActivating it now, within the limits IT set

Active, sign out and back in

IT Support

Take routine IT work off your team’s plate, from troubleshooting common issues to handling access, software, and equipment requests.

Explore Forge

Banyan

The AC in room 4 has stopped working.

ServiceNow, Jira
Work order raisedLocation, photo and history attached

Routed to the facilities owner

Workplace Coordinator

Simplify workplace service delivery, from booking desks and meeting rooms to coordinating facilities requests and visitor access.

Explore Banyan

Vox

Can you announce the new parking policy next week?

Simpplr, Teams
Request captured, draft readyAudience suggested, no clash that week

With the comms lead to approve

Internal Comms

Give comms teams more capacity to plan, create, and deliver employee communications, with less manual production and coordination.

Explore Vox

Atlas

Erica left the company on Friday.

Workday, Simpplr
14 pages and 2 sites need an ownerSuccessors proposed from the org chart

Reassigned once app admin approves

Intranet Manager

Keep your intranet accurate and up to date by identifying content issues, coordinating fixes, and following up with owners.

Explore Atlas
ENTERPRISE-READY

AI that fits your enterprise, not the other way around

Connects to the systems you already run

Sterling works with finance, procurement, and expense management systems such as NetSuite, SAP, Coupa, Concur, and Expensify, coordinating requests and workflows across them.

Works alongside agents from other platforms

Sterling can invoke compatible agents built on other platforms, bringing their capabilities into broader finance workflows.

Security and trust built in from the start

Sterling respects employee permissions and operates within IT-defined policies, with controlled system access and audit trails providing visibility into its actions.