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Finance Agent

ID · Agent_11

On duty

Finance

Finance Agent.

Reads every invoice the moment it lands, matches it to the right PO, reconciles payments against the bank feed and chases late payers with just the right amount of polite. Anything odd is paused and sent to a human with the evidence attached.

212
212
212

invoices / night

0.3%
0.3%
0.3%

matching error rate

$184k
$184k
$184k

saved per year

Accounting desk with a spreadsheet on a laptop, calculator, glasses and invoice trays

Cam 11 · AP desk · Live

Agent_11 · drafting reply 3/38

Draft · 0.96 confidence

02:14:37

“Invoice #4471 matched to PO-2210. Duplicate charge of $420.00 flagged — waiting for your approval.”

Sent

Undo · 30s

Jobs it takes off your plate.

Jobs it takes off your plate.

Jobs it takes off your plate.

Trained on your past threads, macros and policies. New jobs are added as you approve them.

Invoice capture

Invoice capture

Extracts line items from PDFs, emails and portals.

Gmail · Dext

Gmail · Dext

PO matching

PO matching

Three-way matches invoices, POs and receipts.

Xero · QuickBooks

Xero · QuickBooks

Bank reconciliation

Bank reconciliation

Reconciles payments against the bank feed nightly.

Xero · Plaid

Xero · Plaid

Collections

Collections

Chases overdue accounts with a friendly cadence.

Gmail · Stripe

Gmail · Stripe

Refund review

Refund review

Checks refund requests against policy and history.

Stripe · Shopify

Stripe · Shopify

Month-end pack

Month-end pack

Drafts the close checklist and variance notes.

Google Sheets · Notion

Google Sheets · Notion

41 seconds, six steps, zero clicks.

41 seconds, six steps, zero clicks.

41 seconds, six steps, zero clicks.

Every run is recorded step by step. Open any of them, see what the agent saw, and roll it back if you disagree.

Every run is recorded step by step. Open any of them, see what the agent saw, and roll it back if you disagree.

Run #48,211 · Inbox Agent“Can I move my cleaning to next week?”
Running…
Email receivedfrom m.chen@… via Front
14:02:01
—
Intent classifiedreschedule_appointment · 0.97
14:02:03
—
Calendar checkedDentrix · 3 open slots found
14:02:09
—
Reply draftedplaybook “Reschedules v3” · tone: warm
14:02:21
—
Appointment bookedTue 24 Sep · 10:30 · Dr. Alvarez
14:02:33
—
Reply + SMS sentconfirmation & calendar invite
14:02:42
—

Needs your approval

Finance Agent

Refund to M. Chen

$420.00

Duplicate charge detected on invoice #4471. Confidence 0.81 is below your 0.90 auto-approve threshold, so I paused.

Approve

Reject

Works inside your tools

G

Gmail

O

Outlook

S

Slack

H

HubSpot

S

Salesforce

Q

QuickBooks

X

Xero

S

Stripe

S

Shopify

Z

Zendesk

T

Twilio

G

Google Sheets

F

Front

I

Intercom

H

Help Scout

D

Dentrix

C

Calendly

N

Notion

Control panel with a glowing green power button and a mode switch

Put your operations on watch.

Free 30-minute ops audit. Leave with a ranked automation map and your ROI — whether you hire us or not.

Control panel with a glowing green power button and a mode switch

Put your operations on watch.

Free 30-minute ops audit. Leave with a ranked automation map and your ROI — whether you hire us or not.

The Night Report

One email a month on what agents actually did.

One email a month on what agents actually did.

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