.01
Discover
On Discover Your First Agent, we map where your team loses time and decide whether the Finance & Back-Office Agent should go first.
Agents
Finance & Back-Office Agent
You want the back office to close the week without a second shift of copy and chase. This agent does that work inside the systems your office already trusts.
What it does
It watches the invoices, the inbox, and the sheets your team already updates, then does the repeat pass a person is doing by hand.
Reminders go out for what is unpaid, exceptions get flagged instead of buried, and the weekly numbers show up as a draft before the meeting.
Your team still owns the judgment. A person approves anything that is sent, paid, or changed.
Capabilities
- Invoice chasing
- AP exception triage
- Cross-system reconciliation
- Weekly reporting
- Repeat data entry between systems you already use
Tools it works with
Compatibility only. We deploy into the tools you already use. Listing a product is not a partnership or an endorsement.
- QuickBooks, when that is where the bills live
- Gmail or the inbox your office already shares
- The spreadsheets and files the close already depends on
- Microsoft 365, when that is the stack on the desk
How it's deployed
.02
Design
A short audit and scoping step, including access and security policies. We agree on the exact agent to build. Kickoff starts after that agreement.
.03
Deploy
The clock starts at kickoff. It is live in 30 days, inside the tools you already use. There is no migration and no new software to roll out.
.04
Run
We run and expand your agents. We monitor them, fix them, and line up the next one.
What's included
- Discover Your First Agent, the free 30-minute call where we map lost time and confirm this is the right first agent
- A design in about a week: the real workflow, the systems it touches, and a savings target we both sign up for
- Live in 30 days from kickoff, inside the tools you already use. The clock starts once the build is identified
- No migration and no new software
- A walkthrough with the people who touch the work
- A person approves anything sent, paid, or changed
- The guarantee: $25,000 a year in savings within 60 days, or we keep working free or refund
First agent starts at $7,500. The final price is set on the call. After launch, we run and expand your agents from $2,500 a month.
See which agent should go first.
Discover Your First Agent is a free 30-minute call. We map where your team loses time and pick the first agent to deploy.