Finance
Cash Flow Agent
Monitors covenant compliance and builds a rolling forecast. Eliminates manual tracking across systems.
AI to Accelerate Your Accounting & Finance Workforce
workflows and apps
Your teams are not short on knowledge of your business; they are short on time. Move the busy, repetitive work to AI workflows. Expand their impact with dynamics apps that can be shared across the company.
Expand Your Finance & Accounting Team With Trusted, Governed Agents
Finance
Accounts Receivable Agent
Tracks aging invoices, drafts collections emails, and posts AR summaries automatically. Reduces manual followup and automates the collections process.
Finance
Journal Entry Reviewer Agent
Flags anomalies, policy breaches, and missing approvals before close. Shortens month-end cycle times to provide insights.
Finance
Revenue Accrual Processer
Turns sales transaction files into audit-ready accrual calculations and a postable journal entry listing for faster month-end close cycles.
Finance
ASC 606 Pricing Analyst Agent
Runs selling price tier analysis and produces audit-ready ASC 606 compliance reports. Streamlines the workflow autonomously and improves efficiency.
Finance
Build Your Own Agent
Share with your team to streamline processes, reduce manual work and shorten cycle time.
How the Cash Flow Agent Runs, Step by Step
Reads and Consolidates
Reads cash positions across every entity from your financial model, so one view replaces the four systems you check today.
Checks the Covenants
Monitors covenant compliance live and flags headroom as it tightens, rather than surfacing the problem after the quarter closed.
Drafts the Forecast
Builds a rolling 13-week cash forecast by entity, showing where cash sits idle and where it is trapped and needs moving.
Posts and Follows Up
Posts the forecast to your team channel on a set schedule, then answers follow-up questions on any entity through ongoing chat.
Trusted Data. Governed Access. Controlled AI Cost. Audit & Board Compliant.
See Every AI License and What It’s Actually Costing You
For finance leaders who want to view their AI seat usage across every department, with spend tracked daily by workspace.
“Show me our AI spend by department this month, broken down by workspace and cost per day.”
Your Finance Data Is Sensitive,
So Controls Are Built-In
So Controls Are Built-In
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Human in Loop
Agents hand off to your team for anything that changes a record or reaches a customer.
Clear Guardrails
You decide what an agent can and can't do on its own. It never acts outside those limits.
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Full Audit Trail
Every action is captured. Replay any run to see what happened, why, and which tools were involved.
Data Governance
Agents respect existing permissions and data stays governed inside your platform.
Seamless Integrations and Financial Integrity
1,000+ tools connectivity and built-in controls
FAQ
Answers are grounded in your governed data, not guessed from general knowledge, so results trace back to a source.
Yes. AgentSpot works on governed data and respects the permissions of your connected warehouses, databases, and SaaS applications. Users get answers based on the access they already have, and there are no separate permission rules to maintain.
AgentSpot is priced in outcome based DO credits, so you pay for completed work, not tokens, seats, or usage uplifts. No surprise bill and a more complex prompt does not cost more.
AgentSpot picks the best AI model for each task. As models improve or pricing shifts, your agents and workflows keep working and you benefit, without needing to rebuild or migrate vendors.
