All 25 agents

Build the workforce your organization needs.

Tick the functions you want to take off your team’s plate. There is no limit on how many, and we configure each one around how your organization works.

Showing 5 of 25 agents

Available With Setup

Bookkeeping Assistant

Import statements, organize transactions, reconcile accounts and prepare routine reports.

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Available With Setup

Invoice, Expense & Reconciliation Agent

Extract invoices and receipts, match them to transactions and surface the exceptions.

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Available With Setup

Budget Monitoring & Financial Reporting Agent

Track budget-to-actuals and draft the summaries leadership and funders need.

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Available With Setup

Procurement & Vendor Agent

Support vendor research, quote comparisons, purchasing requirements, renewals and procurement documentation.

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Available With Setup

Document & Data Processing Agent

Process PDFs, forms and spreadsheets: extract, clean, validate and organize the information.

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Your AI Workforce — selected

Tick as many as you need. We configure each one around how your organization works.