One agent per job. Every job in the back office.
Each agent owns a single financial job end to end, runs on the ledger you already keep, and hands the decisions that matter up to you. Below is the full stack, grouped by the layer it works in, with its status shown honestly.
Status, as of today
- Live1
- Early access2
- In development3
- Planned2
Operations move the work. Control keeps it right. Intelligence turns it into decisions.
Start with one agent. Add the next when the first has earned it. Every agent shares what it learns with the others through the same judgment layer.
Operations
Agents that move the work: receivables in, payables out.
2 agents
Control
Agents that keep the books right: reconciled, reviewed, compliant.
3 agents
- Early access
Close Agent
CloseReconciliation & month-end
Reconciliations and month-end, closed on schedule.
Explore - In development
Spend Agent
AuditExpense & vendor spend
Every expense checked against policy.
Explore - In development
Compliance Agent
ComplyTax & e-invoicing
Tax and e-invoicing filings, prepared and tracked.
Explore
Intelligence
Agents that turn the books into decisions: cash, reporting, planning.
3 agents
- In development
Cash Agent
RunwayTreasury & cash forecasting
Cash position and runway, forecast daily.
Explore - Planned
Reporting Agent
ReportBoard & investor reporting
Board and investor packs, written from the ledger.
Explore - Planned
Planning Agent
PlanFP&A
Budgets, variance, and scenarios that stay current.
Explore
Each one finishes a job the next one starts from.
Nothing is re-keyed between agents. What Collections learns about a customer's payment timing is what Cash forecasts on; what Payables captures is what Close reconciles.
01Money in
1Expected receipts, by customer and by day, feed the 13-week forecast.
02Money out, then the books
2Bills arrive captured and coded, ready to match.
3Locked numbers become the board pack.
4Actuals roll straight into budget variance.
03Control
5Policy-checked expenses, receipts attached, ready for the filing.
- Cash hands Payables a cash-aware schedule for every payment run.
- Collections applies payments as they land, so Close starts matched.
- Every agent writes what it learns to the same judgment layer.
Shipped in the order the back office needs them.
Collections came first because it is the most measurable job and the one owners hate most. Each next agent inherits the same guardrails: approval thresholds, a full audit trail, and judgment you can export.
- LiveNow
- Early accessWith design partners
- In developmentNext
- PlannedOn the roadmap
Design Partner Program
Shape the next agent on your own books.
We take a small number of design partners per agent. You get the agent early and a say in what ships next; we get a real book to build against.
- 01Ninety days performance-only, then a monthly rate sized to your book
- 02Hands-on setup with the founder, thresholds and tone agreed together
- 03A direct line for anything the agent gets wrong, fixed inside days
- 04Your say on the next agent's roadmap, and early access when it ships