Numbers scattered across sources
Statements, CRM, spreadsheets, and invoices live apart, and you have to merge them by hand.
AI agent · Finance
AI finance agent: reports, plan vs. actual, invoice tracking
The AI finance agent connects to bank statements, CRM, ERP, and spreadsheets, consolidates income and expenses, calculates plan vs. actual, and sends regular reports to a messenger or email. Your data stays in-house.
Owners of small and medium businessesCFOsCompanies with several legal entitiesBusinesses with multiple accounts
The problem
Sound familiar?
Reports take a long time
Seeing a month of income and expenses takes hours of work in spreadsheets.
Missed payments and deadlines
Unpaid invoices and due dates are easy to lose among daily tasks.
No quick answers on the numbers
A simple question about balance or expenses requires a separate report.
What it can do
What the agent does
All sources in one place
Connects bank statements, CRM, ERP, and spreadsheets and brings the data together.
Income and expenses
Automatically consolidates cash flow and computes plan vs. actual for the period.
Regular reports
Sends reports to a messenger or email on schedule, with no manual prep.
Payment reminders
Flags unpaid invoices and upcoming deadlines.
Answers on the numbers
Ask in chat about balance or expenses and get an answer right away.
Who it's for
Who it's for
Owners of small and medium businesses
CFOs
Companies with several legal entities
Businesses with multiple accounts
How to get started
How we connect the agent
- Step 01
Intro and access
We discuss the tasks; the owner sets up access to statements, CRM, ERP, or spreadsheets.
- Step 02
Setup
The agent merges the sources; we agree on line items, report format, and schedule.
- Step 03
Trial period
We test the reports on your real data and verify the numbers together.
- Step 04
Work and reports
Works continuously: sends reports, flags payments, and answers questions.
Pricing
How much it costs
Price depends on the scope of tasks and the systems the agent works with. We'll give exact pricing and timelines after a free consultation.
PricingQuote on request
FAQ
Before you connect
Will the agent replace an accountant?
No. The agent consolidates data, prepares reports, and answers questions about the numbers, freeing you from routine. Bookkeeping, statutory reporting, and financial decisions stay with the accountant and the manager.
Is our financial data safe?
The data stays in your company, and the owner sets up access to the sources. The agent works only with the data you open to it, and you can change or revoke access at any time.
What access is needed?
Access to the sources the agent pulls numbers from: bank statements, CRM, ERP, or spreadsheets. The owner decides which sources and what level of access at the start.
How much does the AI finance agent cost?
Cost is on request — it depends on the number of sources, accounts, and legal entities, and the volume of reporting. We give it after we get to know your business.
Who is responsible for the numbers in the reports?
The agent consolidates data from your sources and builds reports, but the decisions stay with you. We agree on line items and sources at the start, and any number can be checked against the source data.
Other agents
What else you can hand off to agents
Free consultation
Want to see your finances without manual spreadsheets?
Leave your contact details — we'll help connect the agent and set it up for your processes.
What you'll get from the consultation
Analysis of your businessWe map out the processes where AI will have the greatest impact.
Expert recommendationsWhich type of solution fits: a product, a ready-made solution, or custom development.
A demo of what’s possibleWe show how it works, with examples.
A clear launch planStages, timelines, and the expected outcome.
AI finance agent · price on request