Control

Finance Agent

Books, reports, collections

So your people can get Monday's numbers without a Sunday spreadsheet.

Categorizes bank and processor transactions against your chart of accounts.
Drafts the invoice when Ops marks a standard job complete. Sends it only on your fitted send rules.
Collections cadence on past-due accounts: polite, logged, and escalated to a person before it gets ugly.
The Monday pack: cash in, cash out, AR aging, jobs completed vs. invoiced, deposits sitting.

~1 min · what the Finance Agent does, in plain English

Everything the Finance Agent handles

Reads bills, receipts, bank alerts and payment notices as they arrive, and catches duplicates and fake invoices.
Matches your bank to your books every day, keeps a full audit trail and lists anything that does not match for a person.
Codes bills, matches them to orders and receipts and routes them for approval. A person approves every payment.
Drafts invoices from finished jobs, applies payments and sends polite reminders that stop the moment a reply turns into a dispute.
Runs the month-end checklist, builds Monday's numbers from the live books and preps the pack your accountant asks for.
Sends a morning cash note and a rolling cash forecast, and lists who owes what so the owner picks the next step.
Compares budget to actual, shows job margins and flags costs that are creeping up.
Checks expenses and card charges against your policy, and builds payroll from approved timesheets for your approval.
Drafts the sales tax packet and collects tax forms for you to sign. A person files every return.
Refunds, large payments and bank-detail changes need the owner plus a second person. Money never moves without a person.
Super easy to use: your team works with it inside the tools they already use, with nothing new to learn.
Each agent can be customized for your business's specific purposes, rules and wording.

Open the Monday pack, or try to send a payment over your two-person limit.

Pick a scenario

Each tab is one thing the agent handles. The demo plays the first one on its own.

The shop in this demo: Marcus owns it · Priya runs the office · Luis leads the crew · Sam is a tech on the crew.

The books — last week

Pick a tab above and the agent opens the books for it.

Inside your toolsThe books · sign-offs · audit log

Everything the agent does in your tools shows up here, and so does any choice it leaves to a person.