Upload an invoice, the coding's already done
The agent reads the invoice photos and PDFs employees upload, extracts the vendor, amount, date, and expense category, and fills the matching fields in your expense system — flagging odd amounts or missing details for follow-up on the spot.
Managers hear about overruns before they happen
The agent rolls up each department's spend daily, calculates budget burn against comparable periods, warns managers before a budget goes over, and generates the department expense report at month-end.
Revenue and cost, stitched together across systems
The agent connects your ERP, CRM, and payment systems to track revenue, cost, and margin by product line or project — and catches anomalies like order changes or sudden cost spikes.
Financial reports that aren't just numbers
The agent plugs into your accounting and revenue tools, calculates Net New MRR, churn rate, burn rate, and runway, explains unusual movements in plain language, and delivers a monthly report with charts and commentary.