Cash flow & invoices

Finance & Accounting

Know your numbers every morning without opening a spreadsheet.

Every agent below is included in the flat monthly fee · you approve anything important before it goes out

What your AI employee handles

Your AI employee connects to your accounting stack and turns it into answers: a cash-flow summary in your inbox before you sit down, overdue invoices chased politely until they are paid, and books that stay categorized as you go. You hold the wallet. It never moves money without your approval.

And this list is a starting point, not a limit. If you do not see what you need, we build custom agents and automations around your exact workflow. If you can describe the job, we can build the agent that does it.

Agents we build for Finance & Accounting

Cash Flow Agent

Puts a plain-English cash summary in your inbox every morning: what came in, what went out, what is ahead.

Invoice Chasing Agent

Follows up on every overdue invoice, politely and persistently, until it is paid.

Bookkeeping Agent

Categorizes transactions daily and queues anything ambiguous for your approval.

AR & AP Agent

Tracks who owes you and who you owe, and flags what is coming due or late.

Expense Watchdog Agent

Spots unusual charges and subscriptions you forgot you pay for.

Monthly Report Agent