OPEN BETA
The Payhawk Payments Agent is a smart tool designed to help you manage your company cards and transactions more efficiently. It works directly within communication platforms like Slack, providing real-time alerts and allowing you to take quick actions related to your cards.
Common challenges in card management
Finance teams often struggle with manual tasks such as approving small requests or resolving failed payments. The Payments Agent addresses these challenges by giving employees a self-service, conversational way to manage payments, resolve issues, and request funds directly in Slack. With instant context, real-time alerts, and built-in compliance, it keeps spending on track, empowers cardholders, and frees finance to focus on strategic priorities.
Key functionalities
The Payments Agent helps streamline processes and improve efficiency in various cases.
Functionality | Capability |
Real-time alerts and guided fixes for failed transactions | Cardholders get real-time notifications about failed card transactions. The Payments Agent explains why card payments failed and suggests next steps to resolve them such as fund requests or unfreezing card. |
Proactive card management | Cardholders get real-time notifications about for example, blocked cards or insufficient funds, and admins have better control over card limits and activity. |
Integrated workflows for employees and admins | Cardholders can request new physical or virtual cards, add funds, freeze or unfreeze cards, check card details (for example, card status, available funds, and spend policies), directly within Slack. |
Audit trails for compliance | Every action of the cardholder is logged and aligned with company policies, thus ensuring full transparency and control. |
General knowledge and guidance | The Payments Agent provides answers to general questions about Payhawk features, policies, and how-to-guides. |
Long-term memory | The Payments Agent can remember your personal preferences, so the next time you interact with it, it will respond in your preferred way or carry out specific actions for you. |
Card policies visibility | The Payments Agent gives you clear insights into your available card balance, upcoming top-ups, and the specific spend policies applied to your card. |
How the Payments Agent works for Finance teams
By activating the Payments Agent, Finance teams streamline card management processes while enhancing overall efficiency through:
Real-time visibility and control for both cardholders and admins, helping Finance teams stay fully informed and in control.
Fewer manual tasks and payment fixes, while maintaining detailed audit logs for transparency.
Empowered, self-sufficient employees who can resolve issues like failed card transactions or blocked cards on their own, without bypassing spend policies.
Built-in spend compliance which ensures every action follows your company’s approval workflows and spend policies.
How the Payments Agent works for employees
With the Payhawk-Slack integration, employees can gain independence in managing payments, understanding issues, and resolving them instantly.
To fully utilize the integration, employees must first authenticate, granting Slack access. For more information, see the employee guide for setting up the Slack connection.
The Payhawk-Slack connection enables employees to do the following:
Fix failed card transactions, request funds, and freeze or unfreeze cards, with quick commands in Slack.
Get real-time notifications with information about failed card transactions, with clear, actionable steps on how to resolve the issue on the spot.
Ask general knowledge questions about Payhawk's features, policies, and how-to-guides.
How the Payments Agent is activated by Payhawk administrators
For the Payments Agent to become active, Payhawk administrators need to:
Connect Payhawk to Slack (or another communication channel) so the Agent can automatically plug in your company's card management process through the communication channel.
Enabling the Payments Agent
The Payments Agent feature is available in Payhawk Labs. For more information, see the article on enabling and managing Beta features.
How Payhawk processes your data for the Payments Agent
For more information about how Payhawk processes personal data for the Payments Agent feature, see the following resources:
Global Privacy Policy - Covers personal data for which Payhawk acts as a Controller.
Data Processing Addendum - Covers personal data for which Payhawk acts as a Processor.
Providing feedback during Beta
To provide feedback on the Payments Agent, use either of the following approaches:
The Feedback option of the Payments Agent:
Go to Settings > AI Office > Payments Agent.
Click on Send feedback.
Pricing
All Payhawk AI Agents are currently free to use while in Beta as part of Payhawk Labs. For information on pricing after the Beta period, contact your Account Executive or reach out to Payhawk Sales at https://payhawk.com/pricing.