The Finance Team assists in keeping your financial health in check. The AI Agents in this team work together to verify invoices, audit receivables, manage payroll data, and provide real-time cash flow forecasting. The goal is to eliminate manual data entry, reduce financial errors, and provide clear, actionable insights into your profitability. With this team, you spend less time chasing numbers and more time making strategic financial decisions.
The Supervisor Agent manages The Finance Team, breaking down goals into tasks for specialist agents. It directs their work and enforces your business rules, ensuring the team collaborates as a compliant, cohesive unit to achieve its objective.
Takes verified financial data from any source and creates draft entries in your accounting platform - draft bills, draft invoices, draft credit notes, payment batch summaries. The hands of the team. Every other agent reads and analyses this one writes drafts.
Checks your accounts receivable - have the payments you're expecting actually come in? Do they match the invoices you sent? Are there short payments, overpayments, or money sitting unallocated?
Compares timesheet data against pay run data across systems and flags where they don't agree. Then helps prepare a draft payroll summary for approval.
Reads your P&L, balance sheet, and budget data, then identifies what's getting better, what's getting worse, and where specific opportunities exist to improve your financial performance.
Monitors who owes you money, how long they've owed it, whether their payment behaviour is getting worse, and generates prioritised chase lists with escalating reminder drafts.
Builds a rolling forward cash projection using what's actually in your accounting platform right now - real open invoices, real upcoming bills, real payroll dates - not last year's spreadsheet.
The accounts payable verification agent that checks incoming supplier invoices against what was expected - purchase orders, contracts, agreed rates - to make sure you're only paying what you should be.