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5 agents

💳 Finance

Clean books and faster onboarding.

5 hrs saved weekly

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Problems we remove

  • Invoices queue up for hand entry
  • Client setup pauses over missing paperwork
  • Late payments need uncomfortable reminders

The team that does it

FinanceApproval required🧾

Invoice Agent

Invoices matched to payments, ready for sign-off.

Extract invoice dataMatch paymentsFlag mismatches
★ 4.4 · 310View agent
FinanceApproval required🎓

Onboarding Agent

New customers live, without the document chase.

Collect documentsCheck completenessChase missing items
★ 4.7 · 220View agent
FinanceApproval required💰

Collections Agent

Polite reminders that get invoices paid.

Timed remindersShare payment linksHandle questions
★ 4.7 · 190View agent
OperationsFully autonomous📊

Reporting Agent

The numbers, written up and delivered on schedule.

Pull dataCalculate metricsWrite summary
★ 4.4 · 380View agent
OperationsFully autonomous🗂️

CRM Agent

A pipeline you can finally trust.

Log activitiesRemove duplicatesUpdate deal stages
★ 4.7 · 780View agent

How the work flows

  1. Step 1Invoice received → Invoice Agent pulls and reconciles lines
  2. Step 2Mismatch spotted → held for your approval
  3. Step 3New client added → Onboarding Agent requests KYC
  4. Step 4Payment runs late → Collections Agent sends a courteous reminder
5 hrssaved per week per analyst

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