AI-Agents for Finance in File Sharing
Share files, deliver transcripts, send review assets. 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 Spreadsheet CSV
Send requested spreadsheet tabs as CSVs for finance reviews.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
Works with
5 tools
5 tools
Export Close Transactions
Prepare a close CSV with a row count and held-back rows.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
Works with
4 tools
4 tools
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