Every agent does one task. Chain them into workflows that run on your schedule, or build a custom one.
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Document gathering · Missing-file check · One request
Gathers what the run needs, asks you once for what's missing.
Closed-period scan · Chart of accounts diff · Unflagged edits
Flags anything that changed in a closed period or the chart of accounts.
Account coverage · Duplicate detection · Period integrity
Confirms every account is present and no duplicates exist before anyone analyzes.
Invoice matching · Contract matching · Period check
Matches every transaction to its invoice or contract in the right period.
Register matching · Liability rollforward · Deduction check
Matches payroll to the register and verifies liabilities roll forward.
Bill matching · AP completeness · Classification check
Ties every expense to its bill and confirms nothing is missing from AP.
Cross-entity matching · Mismatch identification · Elimination prep
Matches balances across entities and prepares eliminations.
Schedule reconciliation · Amortization check · True-up flags
Reconciles fixed assets, prepaids, debt, and equity to their schedules.
A = L + E · Account-to-GL tie · Rollforward gaps
Confirms the statements balance and every major account ties to the GL.
P&L vs cash flow · Statements vs processors · Consistency flags
Compares all three statements against each other and against processor data.
Findings aggregation · Accuracy score · One report
Pulls every finding into one report with one accuracy score.
Statement import · Transaction matching · Reconciling items
Matches every bank line to the cash ledger and clears items that follow your rules.
Multi-bank balances · Cleared vs pending · Entity consolidation
Aggregates balances across every bank and entity into one number.
AR and AP integration · Recurring items · 13-week direct method
Rolls receivables, payables, and committed spend into a 13-week forecast, daily.
Scenario runway · Floor monitoring · Slack alerts
Recalculates runway under base and downside, flags you when it dips under your floor.
Bucket aging · Concentration · Trend
Ages every open invoice by bucket and trends the movement.
Priority ranking · Payment history · Outreach drafts
Ranks who to chase by amount, days overdue, and history.
Threshold monitoring · Slack flags · Escalation
Watches receivables against your threshold and flags breaches in Slack.
Vendor terms · Due dates · Proposed run
Builds the payment run from vendor terms and due dates. Proposes, never executes.
Statement matching · AP ledger tie · Difference clearing
Reconciles supplier statements to the AP ledger.
Line movement · Driver attribution · Period comparison
Breaks every P&L change into its drivers across periods.
Margins · Efficiency · Liquidity
Trends margin, efficiency, and liquidity ratios against targets.
Plan vs actual · Transaction drill · Root cause
Drills every variance to the transactions behind it.
CAC · LTV · Payback by segment
Calculates unit economics by segment against your definitions.
Spend by channel · Efficiency · Attribution
Analyzes sales and marketing spend by channel against pipeline and revenue.
Forecast accuracy · Miss attribution · Driver flags
Compares every forecast line to actuals and attributes the misses.
Live data refresh · Assumption changes · Change log
Refreshes forecast assumptions from live data and logs every change.
Base · Upside · Downside
Recalculates all three scenarios on updated drivers.
Key movements · Risks · Story
Writes the story behind the forecast.
Commentary · Your voice · Sourced claims
Drafts management commentary in your voice, every claim sourced.
Identification · Ranking · Owner assignment
Maintains the risk register from findings across workflows.
Decision capture · Context · Timeline
Logs every decision, who made it, when, and why.
Assembly · Formatting · Source links
Assembles the board deck with every number sourced.
Weekly metrics · Targets · Flags
Produces the weekly KPI snapshot against targets.
Balance · Burn · Runway
Posts balance, burn, and runway to Slack weekly.
Assembly · Flags first · Weekly
Assembles the weekly one-pager with flags on top.
Continuous updates · Every close, call, Slack thread · Versioning
Keeps every other agent's context current, versioned.
Sequencing · Retries · Halt on critical
Sequences the run, retries failures, halts on any critical finding.
Permission checks · Data exposure scan · Every run
Checks permissions and data exposure before any output ships.
