AI-Agents for Finance Operations Analysts in Financial Operations

Parse statements, log expenses, check balances. Every one is ready to run, and you can adjust it in plain language.

Send AI Usage Reports

Calculate daily AI costs from ready token counts and approved rates.

Your stakeholders get month-to-date AI costs and a link to the daily usage chart when you mark a day's counts ready.

Works with30 tools
Send Weekly AI Cost Reports

Price the week's model usage at approved rates and flag gaps.

Your stakeholders get a clear weekly view of AI token usage and estimated costs, with a daily chart and gaps called out.

Works with19 tools
Send AI Usage Reports

Check token counts and rates before emailing the monthly cost report.

Get monthly AI token usage and cost reports to your stakeholders, with a daily chart and a sent copy you can revisit.

Works with5 tools
Analyze Bank Statements

Load checked bank activity and spending totals for analysis.

Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.

Works with5 tools
Log Card Charges

Keep card spending records current and show receipt gaps.

Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.

Works with6 tools
Convert Bank Statements

Surface uncertain statement figures in a page-referenced CSV.

Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.

Works with
Export Close Transactions

Save checked close rows as a CSV with a held-back row note.

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

Works with4 tools
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