AI-Agents for Financial Operations working with Microsoft Office 365
Parse statements, log expenses, check balances. Every one is ready to run, and you can adjust it in plain language.
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 toolsYour shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.
8 toolsGet an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
7 toolsGet a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsYour stakeholders get a clear weekly view of AI token usage and estimated costs, with a daily chart and gaps called out.
19 toolsYour budget owners see what token usage costs and which access keys drive spend. A daily chart comes with the dated email.
5 toolsGet monthly AI token usage and cost reports to your stakeholders, with a daily chart and a sent copy you can revisit.
5 toolsYou get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
5 toolsGet a transaction list and spending breakdown in your finance database when your team adds a bank statement.
5 toolsGet a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
11 toolsYour partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsYour monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 tools
