Payhawk transforms how finance teams work with new agentic Playbooks

This article first appeared as a Press release.

London, 15 September 2026. Payhawk, the AI-native spend management platform, today released its Fall ’26 Edition, Prompt your finance, which lets finance teams run their recurring work through Claude, ChatGPT or whichever AI assistant they already use. The edition also adds an Implementation Agent to Payhawk’s AI Office of the CFO suite, which configures Payhawk for a new customer in hours, and continues to enhance controls and processes for maximum efficiency and savings after go-live.

Playbooks work inside the AI assistants finance teams already use, such as Claude or ChatGPT, and act on live Payhawk data through the Payhawk MCP, a secure connection that applies each user's own permissions. The Playbooks are ready-made procedures that run a finance job from start to finish. Each one covers one job for one role, and knows what to check, what to ignore and what a good result looks like. The library spans closing the books, chasing receipts, controlling budgets, calculating cash on hand across entities, cleaning up suppliers, preparing for an audit and getting ready for a supplier renewal. Teams can add their own.

“The enhancements between Payhawk and Claude proved to be highly effective in our operational setup. It enables substantial time-efficiencies, provides dynamic reporting capabilities, and simplifies data access. The AI-driven capabilities have become an important part of our day to day productivity,” said Daniel Raffl, Cost Manager at TechnoAlpin.

Hristo Borisov, co-founder & CEO at Payhawk:

Speaking to hundreds of CFOs this year, I realised that while enterprise software companies are racing to deliver MCP integrations focused on reading and reporting data, they are missing the real opportunity: building AI that acts, not just reads. Finance teams need more than a new reporting layer. They expect AI to do real work for them by running end to end processes. That is why we took things to the extreme and built Payhawk to act and perform common tasks every finance team executes each month, saving them time and money.

As part of this release, Payhawk is also introducing its new Implementation Agent that helps finance teams implement the system in a matter of hours rather than days. The agent sets a new benchmark for SaaS implementation by connecting customers’ preferred ERP and HR systems, importing their data, and configuring workflows, policies, and processes to meet their specific needs. It also uses insights shared with Payhawk’s pre-sales team to understand each customer’s objectives from day one.

The Implementation Agent will support all major Payhawk integrations, including Oracle NetSuite, Microsoft Dynamics, Sage, Xero, DATEV, and QuickBooks, as well as recently announced integrations with SAP, Pennylane, Rillet, Campfire, and DualEntry.

“The Implementation Agent acts as your private financial consultant, and early customers have gone live in under an hour. We’re starting with onboarding and implementation, but the longer-term opportunity is continuous improvement. By learning from how customers use the system, the agent will optimise their setup over time and proactively recommend changes that make finance operations even more efficient,” said Martin Reindl, General Manager & SVP Customer Success at Payhawk.

The Fall ’26 Edition is live today for Payhawk customers. Playbooks are available through the Payhawk MCP and in the Payhawk portal. Payhawk will demonstrate the edition in a live webinar on 29 September. Details and registration: payhawk.com/editions/fall-2026.