AI-Agents for Financial Operations

Parse statements, log expenses, check balances.

Send AI Usage Reports

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
Import JSON Into Spreadsheet

Your shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.

Works with8 tools
Convert Bank Statements

Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.

Works with7 tools
Send Customer Balance Report

Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.

Works with45 tools
Send Weekly AI Cost Reports

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
Log Receipt Expenses

Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.

Works with4 tools
Report Token Costs

Your budget owners see what token usage costs and which access keys drive spend. A daily chart comes with the dated email.

Works with5 tools
Send AI Usage Reports

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
Log Chat Receipts

Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.

Works with9 tools
Export Roster to CSV

You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.

Works with5 tools
Analyze Bank Statements

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

Works with5 tools
Export Database Rows

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
1–12 of 21