AI-Agents for Financial Operations working with monday.com

Parse statements, log expenses, check balances. Every one is ready to run, and you can adjust it in plain language.

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
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
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
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
Log Card Charges

Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.

Works with6 tools
Convert Bank Statements

Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.

Works with
Enrich LinkedIn Prospects

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Export Case CSV

Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.

Works with
Log Staff Expenses

Your expense tracker has receipt-linked entries ready for finance review, while staff get clear requests to fix incomplete forms.

Works with4 tools
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