Bottomline’s AI agent, named Bea, is being designed to act as a digital team member in the Office of the CFO, enabling treasurers, cash managers, and compliance professionals to interact daily with financial data using natural language. Users can ask questions such as:
Unlike traditional dashboards and more complex or manual workflows, Bea will combine a Large Language Model (LLM) with predictive analytics to deliver real-time answers and proactive guidance. Its role-based personalization will ensure every user sees what matters most to them, while intuitive commands replace complex navigation.
When used in Bottomline’s Treasury and Cash Management solution, Bea will modernize the Office of the CFO by delivering instant answers for faster liquidity decisions and using predictive intelligence to improve cash flow forecasting. By combining real-time visibility, predictive insights, and secure automation, Bea will help treasury and finance leaders optimize cash and payments management, enabling businesses to make even more data-driven decisions.
“Our goal is to embed intelligence into every daily interaction, helping the Office of the CFO operate with greater efficiency and strategic clarity,” said Leo Gil, VP of Product for Global Cash Management and Payments Hub at Bottomline. “Bea is more than technology. It’s a trusted team member delivering insights, usability, and simplicity.”
Bottomline’s AI agent runs within a secure environment, ensuring financial data remains protected and never exposed to public LLMs, thereby preserving confidentiality, compliance, and trust.
“AI agents like Bea represent the next evolution in enterprise finance, where decisions are data-driven and made in real time,” said Craig Jeffery, Managing Partner, Strategic Treasurer, “Bottomline’s approach to secure, conversational AI is the standard for treasury.”
To view a demo of Bottomline’s Treasury and Cash Management solution, featuring Bea, visit us at AFP 2025, Booth 1831.
