Runs accounts payable as a function: sets the payment-run calendar, reviews your clerks' drafts and proposes each run for a named person to approve.
AI agents directory
Finance AI agents
Our 18 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.
- The full Ai1 library of agents and skills
- 11 departments
- Approval before anything important
18 agents in FinanceShowing 1 to 18
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Categorizes and reconciles your business's own books every day from the statements you upload, and preps the month-end close for review.
An AI finance chief that runs bills, collections, the close and forecasts, and asks before any money moves.
Runs your month-end close: sets the calendar, hands each finance area its tasks, collects their status and sends your CFO one sign-off pack.
Drafts your budget from your own actuals, runs budget vs actual each month and sends the plan to your CFO, with every figure from a tool.
Keeps one tracker of every tax filing and payment, reviews sales-tax worksheets by checklist and lists what your outside accountant needs at year end.
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.
Helps suppliers get paid cleanly by big retail customers: matches each retailer payment to your invoices and preps the import for a person to approve.
Tells your business which credit cards to keep, add or drop, which points to use for a trip and which perks you pay for but never use.
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 Xero specialist: sourced answers on setup, bank feeds, automation and connected apps, without ever touching your books.
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