FINANCE

Finance Agents that close the books faster with fewer errors.

We build and run finance agents around your workflow. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

Department
Finance
Time to live
Hours to 5 days
Managed
For life
LiveFinance AgentsFinance team · example
Ledger
InvoiceVendorAmountDuePOFiled
LedgerMatched
  1. New in inboxA document arrives for processing
  2. AgentCategorize transactions
  3. In your toolsReconcile accounts
  4. DoneFlag anomalies
WHAT IT DOES

Built to handle the whole job

  • Categorize transactions
  • Reconcile accounts
  • Flag anomalies
  • Prep reports
  • Chase missing info
  • Keep an audit trail
HOW IT WORKS
  1. Tell us the task and share access to the tools it needs.
  2. We map your process and build the agent to match.
  3. It goes live in 5 business days, and we manage it for life.
24/7
always on
Hours
to rent and go live
4.9/5
rating
Lifetime
support
BY INDUSTRY

Finance Agents for your industry

CUSTOM

Built on your workflow

Built around your process and your stack. Live in 5 business days and managed for life.

Book a meeting with us now
READY MADE

Rent one today

Start a monthly plan and have it live within hours, backed by a 30-day money-back guarantee.

Get the agent now
RELATED AGENTS

What teams say

★★★★★
“If you're on the fence, book the call. We were live within the week, and month-end close went from 8 days to 3. My only regret is that we waited a year to do it.”
BookkeeperBoston Construction Company
★★★★★
“We collect on invoices 17 days sooner. That's the headline. What won my team over is how the finance agent handles the odd cases: it hands them to a person with full notes instead of guessing.”
Finance ManagerTampa Property Management Company
★★★★★
“We tried building this ourselves and gave up after three months. They had the finance agent running inside our own tools in days. Since then it caught $42,000 in duplicate invoices in the first quarter, and any change we ask for is done that week.”
ControllerSacramento Wholesale Distributor