The Finance agent watches cash, payables and collections.
It reads your ledger, your payments and the bank feed, flags what is late or paid twice, and drafts the follow-up. Your team approves what goes out.
Every invoice reconciled, the follow-ups drafted.
Cash, thirteen weeks out
It lines up what your ledger has committed with the collections it expects. You see where cash is headed, and the week it runs short.
AP automation
It checks invoices against deliveries and credits, and catches duplicate and unapplied payments before they clear. Each one comes to you with the recovery note drafted.
AR collections
It tracks who owes what, and who is stalling. When invoices run past their terms, it drafts the escalation and waits for you.
The morning brief
It compares each day with the ninety-day pattern, looking for drift, not outliers. The exceptions reach your team in the morning brief.
Receivables
184.6k- Fairfield Group24.1kReminder sent two days ago
- Halvern Retail16.4kEscalation drafted, waiting for you
- Pemberton and Co7.7kCall scheduled for Thursday
Runs in your cloud.
From your ledger to your team, inside your own AWS account.
- NetSuite
- Stripe
- Bank feed
- Shopify
- Recovery notes
- Escalations
- The morning brief
Read-only access
Your systems stay where they are. You grant the access, and you can revoke it at any time.
Your team decides
The agents draft and flag. Nothing changes until someone approves it.
On the record
Every action the agents take is logged in your own CloudTrail.
Six agents, working on your account.
- FinanceWatches cash, payables and collections.NetSuite, Stripe, the bank feed, Shopify
- CustomersTracks account health and expansion.Salesforce and the product events
- OperationsAnalyses delivery and inventory risk.Inventory and orders
- SecurityWatches identity, access and configuration.CloudTrail and Config
- StrategyFollows the market and your price position.The market feed
- Data qualityChecks that the numbers everyone else uses are sound.Every connected source