AI Agents
Meet your new teammates
Each agent is purpose-built for a specific business function — plugging into your existing tools and handling the work that doesn't need a human.
Real-time visibility into your numbers, without the spreadsheet gymnastics.
The Finance Agent monitors budgets, generates forecasts, and handles expenditure approvals. It pulls data from your accounting system, ERP, and bank feeds to give your finance team a single source of truth — updated in real time, not at month-end.
80%
Less manual reconciliation
5x
Faster month-end close
24/7
Real-time budget visibility
Capabilities
What this agent does
Budget Monitoring
Tracks spend against budgets across departments and projects. Flags overruns early and suggests reallocation options.
Financial Forecasting
Generates rolling forecasts based on actuals, committed spend, and pipeline data. Updates automatically as new data flows in.
Expenditure Approvals
Routes spending requests through your approval chain with full context — budget impact, vendor history, and policy compliance.
Report Generation
Produces P&L summaries, cash flow reports, and variance analyses on demand. Delivered to Slack, email, or your dashboard.
Workflow
How it works
End-to-end automation with human oversight at the moments that matter.
Data sync
The agent pulls transactions from your accounting system and bank feeds continuously.
Categorise & reconcile
Matches transactions, flags anomalies, and updates budget trackers automatically.
Forecast & alert
Recalculates forecasts and sends alerts when spending trends deviate from plan.
Report & recommend
Generates reports on schedule and surfaces actionable insights for the finance team.
Integrations
Plugs into your stack
Ready to deploy your Finance Agent?
Every agent is custom-built for your workflows and tools. Let's talk about what yours should do.
Book a Free Consultation