Bank and ledger reconciliation
Matches bank transactions to accounting records every day, clears the obvious matches, and queues the exceptions with a reason.
AI Agent
Finance Operations Agent
Close the month in days and get paid on time.
Reconciliation, invoice reading, payment follow-up, and the month-end pack, handled across the accounting and bank data you already have.
Reply within 24 hours. First agent, price, and timeline. No obligation.
A finance operations agent is an AI agent that works inside your accounting and banking tools to reconcile transactions, flag mismatches, and prepare invoice follow-ups and month-end reports. Your finance team reviews and approves its work instead of doing it by hand.
Sound familiar?
“Close takes 10 days and half of it is ticking and tying.”
“We tick and tie in Excel every month.”
“Chasing invoices eats Fridays.”
“We don't know our cash position until month-end.”
What it does
Skills you can switch on.
The Agent Audit picks which skills to start with. Add the rest as the agent proves itself.
Mismatch and duplicate flags
Spots duplicate payments, missing entries, wrong amounts, and miscoded transactions before they reach the month-end numbers.
Invoice and statement reading
Reads supplier invoices and statements from email or PDF and prepares the entry for approval.
Payment follow-up drafts
Tracks overdue invoices and drafts polite, specific reminders that your team approves before they go out.
Month-end pack
Assembles the reconciliation summary, open items, variances, and a plain-English commentary for review.
Cash visibility
Keeps a current view of receivables, payables, and what is actually in the bank, without waiting for close.
Before and after
What changes in the first week.
Today
- Bank lines matched by hand in spreadsheets
- Supplier invoices retyped from PDFs
- Overdue invoices chased when someone remembers
- Month-end pack rebuilt from scratch every month
- Cash position known only after close
With the agent
- Routine matches cleared daily, exceptions queued with a reason
- Invoices read and prepared for approval
- Reminders drafted on schedule and approved in one click
- Month-end pack assembled and ready for review
- A current view of cash, receivables, and payables
You stay in control. Your team approves every journal entry, payment reminder, and report before anything is posted or sent.
Proof
Work we have already shipped.
Ledgerline
603 tests passed in a dated financial-control verification
SAR 760Kcash reconciled end to end
603tests passed
14control findings fixed
3finance sources in one ledger
QuickBooks MCP
Invoice and payment context ready before the follow-up
5QuickBooks record types read
6step review sequence
0autonomous money movements
BookSmart
Separate processing paths for invoices, statements, and SIE exports
3document types read
GPT-4oextraction model
2OCR engines
Flowe
90% faster strategy creation with connected backtesting and risk review
90%faster strategy creation
34%higher backtested returns
45%lower backtested drawdown
Pricing
Start small. Prove it in a week.
The Starter Agent is $1,000 and live in one week. If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
The Agent Audit
Free
Reply within 24 hours
Show us one workflow. We tell you which agent to start with, what it will cost, and what should wait.
- One workflow reviewed
- First agent recommended
- Rough price and timeline
- What should stay manual
Starter Agent
$1,000
Live in 1 week
A deliberately small first agent that proves the value before you commit to more.
- One skill, one workflow
- Up to two of your existing tools
- Human approval on important actions
- Testing, launch, and handoff
If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Managed AI Operations
From $1,000/month
Monthly, no lock-in
We run your agents, keep them accurate, and add one new workflow or skill each month.
- Monitoring and fixes
- Prompt and data updates
- One new small workflow a month
- Cancel any time
AI Operating Layer or AI System
$10,000-$75,000+
Phased delivery
Agents across the whole operation, or an AI CRM, AI ERP, knowledge system, or integration layer.
- Starts with a System Blueprint ($1,500-$5,000, credited)
- Multiple agents and workflows
- Fixed scope per phase
- You own what we build
Common questions
Before you start.
How much does a Finance Operations Agent cost?
The Starter Agent is $1,000 and goes live in one week. It covers one workflow, such as bank reconciliation or invoice follow-up, on up to two of your existing tools. If it does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Does it work with QuickBooks and Xero?
Yes. It works inside QuickBooks or Xero and can also use your bank feeds, Stripe, email, and spreadsheets. You keep your accounting system; the agent works on top of it.
Will the agent post entries or send reminders on its own?
Not unless you want it to. By default your team approves every journal entry, payment reminder, and report. The agent prepares the work and explains each exception.
How is our financial data protected?
The agent uses the narrowest access your accounting system allows, every action is logged, and your data is not used to train models. We agree data handling and retention in writing before launch.
What happens after the first agent is live?
Managed AI Operations, from $1,000 a month, keeps the agent accurate, fixes issues, and adds one small workflow or skill each month. There is no lock-in and you can cancel any time.
Keep exploring
Connected to how you work.
Industries
The Agent Audit
Get my free Agent AuditKnow which agent to start with.
Show us one workflow. Within 24 hours you get the agent we would start with, what it costs, and what should wait.