Ask OE

Ask OE is OpenEnvoy's conversational AI interface — a way to talk directly to your financial data. Rather than opening a support ticket for a custom report or digging through exception codes without context, you ask OE in plain language and get a direct answer grounded in data OpenEnvoy has already verified.

Whether you're troubleshooting a matching exception, correcting extracted document data, or querying spend trends, Ask OE surfaces the context you need without leaving your workflow.

What it's for

Most finance teams hit a version of the same wall: the data they need is in the system, but getting it out requires a ticket, an export, or institutional knowledge. Ask OE is designed to close that gap — making AP and AR data self-serve, and giving users the context they need to act without waiting on someone else.

It's most useful for AP managers who need plain-language explanations of matching exceptions without escalating to support, finance leaders who want on-demand access to analytics without pulling exports or waiting on custom reports, and operations teams troubleshooting document extraction issues before they hit the matching queue.

Three agents, one interface

Ask OE includes three agents, each addressing a specific point of friction in the finance workflow.

Matching Agent is for AP teams. When a matching exception occurs, the agent explains exactly what triggered it in plain language, tied to the specific invoice or job. Users can diagnose and resolve issues in context — without institutional knowledge, escalation, or a support ticket.

Document Agent is for teams managing document extraction. When extracted data needs correction, users describe what needs to change conversationally and the update applies in real time — no manual form editing or field-by-field navigation required.

Analytics Agent is for AR and Cash App admins. Users can query cycle times, match rates, exception volumes, payment trends, and more on demand, in natural language. It replaces the wait for custom exports with direct access to the data you already have.

Why it's different

Ask OE isn't a general-purpose chatbot connected to your data — it's a conversational layer built on top of data OpenEnvoy has already verified. Every answer is grounded in financial records checked against contracts, tolerances, and prior history before the AI touches them. That distinction matters: when an AI produces a confident answer from unverified data, the answer can sound right and be wrong. Ask OE starts from a verified foundation.

Ask OE interactions are metered against your token balance and usage is visible to admins in real time.