# Finance and accounting > The month’s contract payments, a budget line from the spreadsheet and a counterparty’s closing documents — with a link to the file and the sheet. Use case # Finance and accounting Month end. The finance manager is putting together October’s payments: the contract register in one spreadsheet, prepayment terms in the contracts themselves, budget comments on a separate sheet. The head asks why the “Training” line went up — and it is another search through files. [Create a knowledge space](https://buff.systems/app) [All use cases](https://buff.systems/en/use-cases) For finance staff and accountants whose budget and registers are kept in spreadsheets and payment terms in supplier contracts Situation ## Figures in spreadsheets, terms in contracts, explanations in comments What gets in the way - The contract register and the budget are multi-sheet spreadsheets; payment terms are in the contracts. - The question “what do we pay this month and where is there a prepayment” means checking the register against the contracts by hand. - Comments on budget changes are kept apart from the figures. - Every counterparty has its own closing documents, and one person remembers them. Solution 01 ## The month’s payments — by the register and the contracts The question: “Which supplier payments fall in October 2026, and which contracts have a prepayment?” The AI agent reads the supplier contract register, the contracts themselves and the reports and answers with a table: supplier, contract, amount, due date — separately naming where the prepayment has already been made and where it has not. [How spreadsheets and folders are read](https://buff.systems/en/docs/connector/files) **October payments** from the supplier register ← scroll the frame → **Total and prepayments (outlined):** six payments totalling 1,745,000 ₽ — rent, lawyers, advertising, cloud, a course and a conference; separately, three contracts with prepayment. Solution 02 ## A budget line — with its history and the reason The question: “What is in the ‘Training’ line of the third-quarter budget, how has it changed and why?” The AI agent reads the quarterly expenses sheet and the comments sheet of the same spreadsheet and answers: plan, actual, and the board decision that raised the plan — with the name of the sheet. [How to ask a good question about documents](https://buff.systems/en/docs/asking-well) **The “Training” line** two budget sheets ← scroll the frame → **Figures and the reason:** plan and actual by quarter from the expenses sheet, and the reason for the change from the comments sheet — of the same spreadsheet. Solution 03 ## A counterparty’s closing documents — from the guidance note What does the contract with Vektor LLC require in terms of closing documents? The AI agent reads the contract and the accounting guidance note and answers: a universal transfer document quarterly, an invoice, a reconciliation statement on request, delivered via electronic document exchange. The same goes for any counterparty in the folder. #### One question — one counterparty Documents, frequency and delivery method — from the contract and the guidance note. #### A summary — as research A table of all counterparties with every row checked by a second AI agent, in PDF. #### A fact — into the knowledge base “We do not claim input VAT — simplified tax system” is written once and taken into account in every answer. [A question or research?](https://buff.systems/en/docs/ask-vs-research) Solution 04 ## Ask where people already work The finance manager asks right in a comment on the budget spreadsheet in Google Drive — and the answer arrives there too. A comment on a Notion or Confluence page, in a Google Doc, on a Figma design or in a tracker ticket that mentions the AI agent is a question, and the answer arrives in the same discussion. Research is ordered the same way: the finished document appears next to the original. There is no need to open the app. #### In the app The “Ask” section of the space: question, answer and follow-ups, like a conversation; the price of the question is shown right after the answer. #### In a comment on a document Notion, Confluence, a Google Doc or a Figma design: a mention of the AI agent in a comment is a question, and the answer arrives in the same thread. #### In a tracker ticket Jira, Redmine and others: a question as a comment, an answer as a comment; research arrives as an attached document. [How to ask from a document or a ticket](https://buff.systems/en/docs/ask-from-your-tools) Solution 05 ## What your IT specialist does — once Installs the connector in the company network, picks a connection from the catalogue — Notion, Confluence, Google Drive, folders on a server, a tracker — names the department’s space and marks which sections and folders to read. Systems outside the catalogue — 1C, online banking, electronic document exchange — are connected with a custom tool: separate IT work following our documentation, after which the system is available to the AI agent just like the catalogue. From then on the department works on its own; a file that is not in the sources is simply attached to the question. *01* #### The connector in your network A small program, outbound connections only by default; installed once for the whole organisation. *02* #### Connection to the documents From the catalogue or a custom tool; an account that can read and comment, with the marked sections and folders. *03* #### The department’s space Access is granted per space: the finance space has no access to the HR documents until the owner grants it. [What to ask your administrator for](https://buff.systems/en/docs/for-admin) Solution 06 ## What the AI agent does not do The limits are stated up front, so the department does not wait for what will not come. #### Does not change spreadsheets or make payments it reads and answers. #### There is no 1C, online banking or e-document exchange in the catalogue your IT specialist connects them with a custom tool. #### Does not issue invoices or keep the books Buff is paid in roubles with closing documents; the cost of a conversation is shown in its header. Outcome The month’s payments, a budget line with its reason and a counterparty’s closing documents — in a minute, with a link to the spreadsheet and the sheet. Checking the register against the contracts is no longer manual. The first step is a name ## Create a space and ask your first question Sign up by email and the space is ready at once. Until your IT specialist connects the documents, the AI agent answers from the knowledge base and from files you attach to the question. A starting balance is provided to try it out. [Create a knowledge space](https://buff.systems/app) [Write to us](mailto:info@buff.systems) Until documents are connected, attach a file to the question