Receipts and card matching
Finance & adminMatches card and bank transactions to receipts from your inbox, files them and lists what's missing before month end.
Runs: Weekly on Fridays, plus a month-end run.
Unpaid invoice chaser
Finance & adminLists overdue invoices by age and drafts polite, escalating reminders, so you don't have to write awkward emails.
Runs: Mondays and Thursdays at 9am.
Subscription and SaaS spend audit
Finance & adminFinds every recurring charge, flags unused or duplicate tools and drafts the cancel list.
Runs: Monthly on the 1st.
Month-end P&L snapshot
Finance & adminOn the 2nd of each month the agent builds a one-page profit and loss from your exports, with month-over-month notes.
Runs: Monthly on the 2nd.