Read-only access to financial systems
AI Finance Agent for SMBs.
Finance is the clearest case for control: useful automation, zero tolerance for errors. A controlled finance agent prepares documents and reports on read-only data, and nothing leaves the company without human approval.
What it does
Useful work, on the record.
- Prepares invoices and payment reminders for approval
- Reconciles records across banking, accounting and CRM exports
- Assembles monthly management reports from verified figures
- Flags anomalies: duplicates, unusual spend, missing documents
- Tracks receivables and prepares follow-up drafts
Controls
What keeps it reliable.
Human approval before any document is sent
Anomaly flags always go to a named person
Other functions
Agents across the business.
Sales Agent
Qualifies leads, follows up on time and flags deals that are slipping — with every reply checked against your CRM and pricing rules.
Marketing Agent
Drafts briefs, campaigns and reports from verified performance data, so budget decisions rest on real numbers instead of guesses.
Support Agent
Answers from approved knowledge sources only, escalates edge cases to a human and keeps a log of every resolved request.
Operations Agent
Turns recurring tasks, handoffs and status updates into routines that run reliably and surface blockers before they grow.
Founder Agent
Gives one morning view of what worked, what wasted budget and what needs your decision today, pulled from verified business data.
Get started
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