Four agents read your ERP, your bank and your spreadsheets to prepare the cash position, the close, the payables and receivables runs, the forecast and the board pack. They propose; your finance people post, pay and sign.
Four agents, coordinated by one that reports to your CFO.
Prepares the daily cash position, the month-end close checklist and the quarterly board pack. Reports to your CFO.
Updates the forecast mid-month, explains variances against budget, and reads the sales pipeline for revenue.
Prepares reconciliations and proposed journal entries for the close. It cannot post them.
Prepares the weekly payables run and the receivables follow-up. It cannot authorise a payment or change bank details.
The limits are written into each agent's charter and the access you grant. Bank connections are read-only.
NetSuite, SAP (read)
Qonto (read-only)
Stripe (invoices and payments, read)
Google Sheets, Microsoft Excel
Tableau, Power BI
Salesforce, HubSpot, Microsoft Dynamics 365
Slack, Microsoft Teams, email
Each agent gets only the access its role needs, granted by you and listed in the access register. Another system can be connected through its API or an MCP server.
Each agent has its own SPIFFE identity and signing key. Every action records which agent acted, under which rule, and for whom.
Approvals where you want them. Autonomy widens only on measured results and steps back by itself when results slip.
Agents reach only what you grant. One switch stops an agent or the whole team, and the stop is on the record. 32 governance packs apply your rules, on your own model keys.
Which work the team takes on, and the documents it learns from, reviewed by you.
A charter per agent with its limits, and your tools connected with least access.
Real work, every action approved by a person, until the team earns autonomy.
At the autonomy it earned, measured against where you started.
Three to six weeks from scope to go-live. How a team launch works · For your CFO · Accounting team · Other teams