AI Agents for Finance
Keep budgets, forecasts, spend requests and management reports current.
Pick one standalone agent or several. Each is $19 one-time and uses the forms and spreadsheets your team already has. Purchases are coming soon.
Choose an agent
Finance Budget & Variance Agent · setup and forget
Maintain approved spreadsheet budgets and explain source-linked budget-to-actual variance.
Coming soon
Finance Cash Flow Forecast Agent · setup and forget
Roll approved receivable, payable and planned cash rows into transparent cash scenarios.
Coming soon
Finance Management Reporting Agent · setup and forget
Produce period-consistent, source-linked finance packs from approved spreadsheet metrics.
Coming soon
Finance Spend Request Agent · setup and forget
Normalize spend requests and prepare policy/evidence checks for human approval.
Coming soon
Shared role workspace
Choose Google Forms + Sheets, Microsoft Forms + Excel for the web, or Zoho Forms + Zoho Sheet. Each agent works alone; add several and they share stable records and run history.
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