The Finance Agent handles transaction categorisation, monitors your burn rate, generates reports, and flags anomalies — so you always have an accurate, up-to-date picture of your financial health.
CAPABILITIES
Automatically categorises every transaction against your chart of accounts — no more end-of-month catch-up.
Tracks your runway in real-time and alerts you when burn accelerates beyond your set threshold.
Generates P&L summaries, cash flow snapshots, and expense breakdowns on a schedule you define.
Flags unusual transactions, duplicate charges, and unexpected spend spikes before they become problems.
TASK PRICING
Each task below consumes a fixed number of credits when it executes. You only pay for what runs.
Credits are consumed only when a task executes. Unused credits never expire on Pro plans.
INTEGRATIONS
EXAMPLE WORKFLOW
Connect accounts
Link your bank accounts, payment processors, and accounting software.
Auto-categorise
Every transaction is categorised automatically as it comes in.
Monitor metrics
Burn rate, runway, and key ratios are updated in real-time.
Flag anomalies
Unusual spend or transactions trigger an immediate alert.
Report delivery
Scheduled reports land in your inbox or Slack on your chosen cadence.
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