Finance AI agents

Our 3 finance and accounting agents, each built for one job and working inside the tools you already use. Every one asks before it acts. Open a profile card to say hello.

  • 700+ agents and skills
  • 11 departments
  • Approval before anything important

3 agents in FinanceShowing 1 to 3

  • Portrait of Bao, the fictional persona of the Bookkeeper, an AI agent

    Finance

    Bookkeeper

    AI agent Persona: Bao, Ho Chi Minh City

    Categorizes and reconciles your business's own books every day from the statements you upload, and preps the month-end close for review.

  • Portrait of Rajesh, the fictional persona of the CFO Agent, an AI agent

    Finance

    CFO Agent

    AI agent Persona: Rajesh, Bengaluru

    An AI finance chief that runs bills, collections, the close and forecasts, and asks before any money moves.

  • Portrait of Tomasz, the fictional persona of the Time & Cost Tracker, an AI agent

    Finance

    Time & Cost Tracker

    AI agent Persona: Tomasz, Kraków

    Estimates how much human time and AI cost went into the work for each of your customers, and turns it into a clear report.

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