CUSTOM AI AGENTS · Finance & accounting
Financial reporting prepas part of your team.
Collect figures. Calculate defined indicators. Flag source inconsistencies.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Accounting preparation needs complete records and traceable figures. Agents organize the work and highlight differences for informed staff review.
- 01
Collect figures
Collects period data and retains a reference to each source.
- 02
Calculate defined indicators
Calculates only indicators whose definitions the team has agreed.
- 03
Flag source inconsistencies
Flags incompatible figures, different periods or data awaiting close.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A small business gathers sales, expenses and cash figures for its monthly review.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
OdooExamplePresent the different indicators without assuming they belong to separate groups.
Summary prior to closure
| Indicator | Quantity | Status |
|---|---|---|
| Reviewed invoices | 42 | Review recorded |
| Outstanding invoices | 3 | Pending |
| Open differences | 2 | To be solved |
OdooExampleRecord the outstanding checks without marking the work complete.
Final review
Accounting manager
- ✓Summary prepared
- ○Resolve outstanding invoices
- ○Solve open differences
- ○Validate closure by the person responsible
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Closed accounting data and reporting template. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Draft report with traceable figures. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Final postings, payments and tax or financial decisions remain subject to authorized review.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Invoice processor
Draft accounting record and exception queue.
See tasks and example ↗Finance & accountingAccounts payable
Pending payment list for authorization.
See tasks and example ↗Finance & accountingReconciliation assistant
Proposed reconciliation with explained differences.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.