Solutions · Finance and operations
Close the loop on invoices, payments and reports.
Connect the apps your finance and operations team already uses, and let an agent do the repetitive parts.
Chat
List unpaid invoices over 30 days and draft reminders.
On it. I checked the connected apps and finished the steps below.
What your agent did
stripe.listStripeDone
xero.updateXeroDone
quickbooks.createQuickBooksDone
Try asking.
Plain-language requests your agent can handle once these apps are connected.
“List unpaid invoices over 30 days and draft reminders.”
“Reconcile this week's Stripe payouts against the sheet.”
“Summarize spend by team for the month.”
Workflows teams set up first.
Each one can run on request, on a schedule or when an event fires.
Invoice chasing with polite, specific reminders
Payout reconciliation into spreadsheets
Month-end summaries by team and vendor
Anomaly alerts on unusual charges
Apps involved
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.