C

Close Agent

Drafts accruals, reconciles cash, ties out subledgers, produces the month-end report — by 6am the first business day.

A

AP Agent

Reads invoices from email and portals, codes them, routes for approval, schedules payment, prevents duplicates.

A

AR Agent

Drafts dunning emails per customer history, applies cash, escalates aging — and learns your collection style.

F

Forecast Agent

Nightly rebuild of your operating model from actuals, pipeline, and seasonality. Three scenarios, every morning.

P

Procurement Agent

Negotiates renewals using your spend data + benchmark intelligence. Flags duplicates, dormant SaaS, and bad terms.

H

HR Agent

Onboarding, offboarding, payroll changes, comp-band checks, anomaly detection on time-off and headcount.

I

Inventory Agent

Reorder points, safety stock, supplier scoring — recomputed daily from POS, ERP and 3PL feeds.

R

Reporting Agent

Generates board-ready packets, MD&A, and ad-hoc queries from one prompt. Cited, traceable, exportable.

C

CRM Agent

Keeps Salesforce / HubSpot clean. Logs calls, summarizes deals, drafts MEDDPICC fields, surfaces risk.

A

Audit Agent

Continuously scans the ledger for control breaks. SOX-ready evidence on demand.

M

Migration Agent

Maps your chart of accounts from NetSuite / QB / SAP. Validates balances. Cuts over in weeks.

Foundations

Under every agent: a system built for trust.

Audit trail

Every agent step, tool call, input and output is captured to an append-only log — exportable to your SIEM.

Human-in-the-loop

Consequential actions route through a review queue with one-click approve / reject and full context.

Eval harness

Run our regression suite against your own data. Score every release before it ships to your tenant.

RBAC + policies

Per-action permissions, budget caps, two-person rules, escalation paths — configurable per workflow.

Observability

Latency, cost, accuracy and confidence on every agent — surfaced in a real-time dashboard.

Confidence scoring

Every output ships with calibrated confidence. Below threshold? It abstains and asks a human.

See an agent run on your data.

Bring a redacted GL or a sample invoice batch. We’ll show you a live run end-to-end.