80+ agents, already built. Find the one for your team.
Each one gets shaped around how your team works, checked by your team, and handed over for good. Find yours by team or by industry.
81 agents
- Finance
Invoice matching
Matches invoices to POs and receipts
What’s included - Finance
Collections follow-up
Chases overdue invoices every morning
What’s included - Finance
Three-way reconciliation
Ties sub-ledger, ledger and bank daily
What’s included - Finance
Expense report review
Checks receipts against your policy
What’s included - Finance
Close checklist
Tracks every close task and its evidence
What’s included - Finance
Accrual and treatment check
Applies the same test to every entry
What’s included - Finance
Cash application
Matches every payment to the invoices it pays
What’s included - Finance
Investor reporting pack
Builds the quarterly pack from live numbers
What’s included - Finance
Budget vs actual
Explains each month’s variances to budget
What’s included - Finance
Vendor inquiries
Answers vendor payment questions from the ledger
What’s included - Sales & Marketing
Inbound lead brief
Researches and routes every new lead
What’s included - Sales & Marketing
Quote creator
Drafts quotes from your price book
What’s included - Sales & Marketing
Proposal generator
Turns a discovery call into a proposal
What’s included - Sales & Marketing
CRM clean-up after calls
Updates each deal from the call
What’s included - Sales & Marketing
Lead scoring and routing
Re-scores your database as leads engage
What’s included - Sales & Marketing
Account research
Briefs the rep on each account before they reach out
What’s included - Sales & Marketing
RFP and security questionnaires
Drafts answers from the ones you’ve already given
What’s included - Sales & Marketing
Recordings into clips
Turns podcasts and webinars into shareable cuts
What’s included - Sales & Marketing
Competitor and market digest
Reads the news and sends what matters
What’s included - Sales & Marketing
Commission calculations
Works out commissions from closed deals
What’s included - Business Operations
Request intake
Gets internal requests approved and done
What’s included - Business Operations
The Friday report
Has the weekly report ready by Friday
What’s included - Business Operations
Cross-system handoffs
Sets up a signed order in every system
What’s included - Business Operations
Software vendor approval
Routes new tools past IT, legal and finance
What’s included - Business Operations
Order entry from email
Keys emailed and PDF orders into your order system
What’s included - Business Operations
KPI roll-up
Pulls every team’s numbers into one view
What’s included - Business Operations
Internal questions
Answers how-do-I questions from your docs
What’s included - Business Operations
Contract review
Checks each contract against your standard terms
What’s included - Business Operations
Vendor onboarding
Sets up new vendors with tax and bank checks
What’s included - Business Operations
Contract renewals
Flags vendor contracts before they auto-renew
What’s included - HR
New hire onboarding
Turns a signed offer into day one
What’s included - HR
Policy and leave questions
Answers HR questions from the handbook
What’s included - HR
Offboarding
Closes every account on the last day
What’s included - HR
Leave requests
Approves routine leave, flags the rest
What’s included - HR
Headcount reconciliation
Keeps HR, payroll and the org chart agreeing
What’s included - HR
Benefits enrollment
Chases missing elections before the deadline
What’s included - HR
Compliance paperwork
Files and tracks the forms every hire needs
What’s included - HR
Candidate screening
Summarizes each applicant against your criteria
What’s included - HR
Interview scheduling
Books interviews across every calendar
What’s included - HR
Training tracker
Chases required training before it lapses
What’s included - Customer Support
Ticket triage and refunds
Resolves what is within your limits
What’s included - Customer Support
Conversation review
Reviews every call, chat and email
What’s included - Customer Support
Escalation handoff
Hands tickets over with the full story
What’s included - Customer Support
Churn risk alerts
Spots quiet accounts before they leave
What’s included - Customer Support
Shared inbox triage
Sorts the shared inbox and answers the routine mail
What’s included - Customer Support
Returns and warranty claims
Checks each claim against your policy and the order
What’s included - Customer Support
Help articles from tickets
Drafts help articles from repeat questions
What’s included - Customer Support
Renewal prep
Builds each renewal brief ahead of the date
What’s included - Customer Support
Customer onboarding
Runs each new account’s setup checklist
What’s included - Compliance & Audit
Control evidence
Collects evidence for every control
What’s included - Compliance & Audit
Auditor requests
Answers request lists from the record
What’s included - Compliance & Audit
Filing calendar
Keeps every filing on time, with an owner
What’s included - Compliance & Audit
Vendor risk reviews
Runs security checks on every new vendor
What’s included - Compliance & Audit
Access reviews
Runs quarterly access reviews across your systems
What’s included - Compliance & Audit
Contract obligations
Pulls every obligation and date out of your contracts
What’s included - FinanceLogistics
Carrier invoice audit
Audits every carrier bill against the rate con, BOL and POD, and holds surprise charges
What’s included - Business OperationsLogistics
Shipping and customs documents
Reads shipping documents into your transport system and prepares the customs entry
What’s included - FinanceLogistics
POD and billing packets
Builds the billing packet each customer wants, and invoices the load once the POD is in
What’s included - Customer SupportLogistics
Shipment exception updates
Spots loads running late, drafts the customer update, and flags what needs a dispatcher
What’s included - Business OperationsFinancial services
Loan conditions tracker
Tracks every closing condition, matches the documents and chases what’s missing
What’s included - Compliance & AuditFinancial services
KYC refresh
Runs each KYC refresh, checks it against your policy and flags anything that changed
What’s included - FinanceFinancial services
Capital call notices
Builds each investor’s notice from the fund model and ties out every allocation
What’s included - FinanceProfessional services
Timesheet and WIP check
Chases missing time before billing, and flags WIP that’s running over budget
What’s included - Sales & MarketingProfessional services
Engagement letter drafting
Drafts the engagement letter from the proposal, and flags any non-standard terms
What’s included - Business OperationsProfessional services
Retainer burn alerts
Tracks every retainer’s burn each week, and warns before a budget runs out
What’s included - Customer SupportInsurance
First notice of loss intake
Turns every first notice of loss into a claim file with the right adjuster
What’s included - Business OperationsInsurance
Submission intake
Reads each broker submission into your system and checks it against your appetite
What’s included - Customer SupportInsurance
Certificate of insurance requests
Drafts certificates of insurance from the policy, and holds non-standard wording
What’s included - Business OperationsInsurance
Claims document chaser
Chases the documents every open claim still needs, and says when a file is complete
What’s included - Business OperationsLegal
New matter intake
Takes a new matter from request to opened, with the conflicts search ready for a lawyer
What’s included - Compliance & AuditLegal
Deadline docketing
Reads court notices, proposes each deadline and queues it for the clerk to confirm
What’s included - FinanceLegal
Prebill review
Checks every prebill against the client’s guidelines, and suggests edits for the partner
What’s included - FinanceReal estate
Pay application review
Checks each pay app against the schedule of values and the commitment
What’s included - Compliance & AuditReal estate
Lien waiver tracking
Collects every waiver each cycle, and holds payment until it’s in
What’s included - Business OperationsReal estate
Change order log
Logs every change order, chases approval and keeps the budget current
What’s included - FinanceReal estate
Draw package assembly
Assembles the monthly draw package, ready for one sign-off
What’s included - Business OperationsReal estate
RFIs and submittals
Checks submittals against the spec and drafts RFIs from the drawings
What’s included - Customer SupportReal estate
Work order triage
Sorts tenant requests, dispatches the right vendor and follows up to close
What’s included - Compliance & AuditReal estate
Lease abstraction
Turns every lease into a clean record and tracks every critical date
What’s included - Compliance & AuditReal estate
Insurance certificate tracking
Checks every certificate against the contract, and chases renewals
What’s included - FinanceReal estate
CAM reconciliation
Prepares the year-end CAM true-up, tenant by tenant, from each lease
What’s included
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Thirty minutes. Tell us how your team does it today, and see an agent like yours run.
- 3 to 6 weeksto live, then 30 days of tuning
- $12,500fixed, per agent
- Yours to keepno license fees