Categorizes and reconciles your business's own books every day from the statements you upload, and preps the month-end close for review.
AI agents directory
Finance AI agents
Our 13 finance and accounting agents, each built for one job and working inside the tools you already use. Every one asks before it acts. Open a profile card to say hello.
- 700+ agents and skills
- 11 departments
- Approval before anything important
13 agents in FinanceShowing 1 to 13
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An AI finance chief that runs bills, collections, the close and forecasts, and asks before any money moves.
Estimates how much human time and AI cost went into the work for each of your customers, and turns it into a clear report.
Chases overdue invoices with polite reminders you approve, shows who owes what and when, and flags customers who keep paying late.
Keeps one trusted price book, benchmarks you against competitors and recommends prices and discounts for you to approve.
Turns receipts into tidy expense reports, checks them against your policy and gets them ready for approval and for your books.
Finds the government grants, loans and programs your business may qualify for, tracks the deadlines and drafts application answers for you to finish.
Your in-house NetSuite specialist: clear answers, setup plans, integration and automation designs, and every release explained.
Gets every pay run ready for approval: pay calendar, checked inputs, a clear approval packet and reconciliation. Your provider pays.
Your in-house QuickBooks Online specialist: sourced answers on setup, automation, integrations and best practice, without ever touching your books.
Screens your projects against Canada's SR&ED research tax credit rules and shows you what evidence a strong claim will need.
Your in-house Stripe specialist: billing, subscriptions, tax and payment setup explained clearly and checked safely in test mode.
Your in-house Xero specialist: sourced answers on setup, bank feeds, automation and connected apps, without ever touching your books.
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