AI-Agents for Finance working with Microsoft Excel
Every one is ready to run, and you can adjust it in plain language.
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.
33 toolsTurn model token counts into approved-rate costs for stakeholders.
Your stakeholders get month-to-date AI costs and a link to the daily usage chart when you mark a day's counts ready.
30 toolsBring financial data into a review sheet and flag missing values.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
18 toolsRecord failed fee reminders and email staff the details to review.
Your fee workbook shows which reminder texts failed, and staff get the parent and unpaid fee details they need for follow-up.
10 toolsCapture invoice totals in the spreadsheet and flag unclear PDFs.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
8 toolsMatch approved fee notices to each family's current balance.
Parents get fee reminder notices with their balance and payment link. Your office gets copies and a clear follow-up list.
10 toolsKeep school fee reminders moving across email and text.
Your school fee reminders go out by email and text, with each send recorded and delivery failures flagged for your billing team.
12 toolsEmail 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.
10 tools
