AI-Agents for Finance in Exception Handling working with SendGrid
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Export Spreadsheet Tab
Send requested financial report tabs as CSV attachments.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
Works with
33 tools
33 tools
Send Delivery Failure Notices
Email staff the fee and failed address when a reminder bounces.
Your staff get an email delivery failure notice with the parent's fee details. They can fix the address or reach the parent another way.
Works with
10 tools
10 tools
Flag Bounced Fee Reminders
Surface unpaid fees whose reminder emails failed delivery.
Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.
Works with
10 tools
10 tools
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