๐Ÿค– AI-Powered

Meet your AI agents

Six specialized AI agents that handle every aspect of your financial operations โ€” from collections to compliance.

๐Ÿ“ง

Collections Agent

Live

Automates your entire AR workflow โ€” detects overdue invoices, writes personalized reminders, escalates, and stops when paid.

3-stage auto-escalation
AI-written emails
Payment detection
SMS follow-ups
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AI CFO

Live

Real-time cash flow forecasting, client health scoring, anomaly detection, and weekly AI-generated financial briefs.

Cash flow forecasting
Client health scores
Anomaly detection
Weekly briefs
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AI Accountant

Live

Automated expense categorization, receipt scanning, GAAP compliance audits, and journal entry management.

Receipt OCR
GAAP compliance
Journal entries
Vendor management
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Expense Agent

Live

Tracks expenses, manages reimbursements, monitors budgets vs actuals, and flags anomalies.

Budget tracking
Reimbursements
Auto-categorization
Anomaly alerts
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๐Ÿ’ณ

Bills Agent

Live

Manages accounts payable โ€” tracks vendor bills, schedules payments, and prevents duplicate charges.

Bill tracking
Payment scheduling
Duplicate detection
Vendor management
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๐Ÿฆ

Banking Agent

Coming Soon

Integrated business checking, automated reconciliation, and real-time transaction monitoring.

Auto-reconciliation
Transaction monitoring
Bank feeds
Cash management
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