Agents we often deploy.

Each one runs on your connected tools, is tested on your own data first, and asks your team before anything that matters.

Finance

Know your cash, pay the right amount, close the month.

4 agents

Suppliers

Set suppliers up properly and keep contracts in check.

2 agents

People

Hiring, starters, temps and pay.

4 agents

Systems

Keep your IT and data running.

2 agents

Start with a
free assessment.

Tell us where your team’s time goes. We’ll name the agent we would start with, what it involves and how long it takes.

Book the assessment
Finance

Cash flow agent

Cash flow planning

Many owners do not know how much cash they will have in 4 or 8 weeks. They find out too late that payroll, VAT or a big supplier payment will not be covered. Spreadsheet cash plans exist but go stale within days.

What the agent does

  1. Pulls invoices due, bills due, payroll, VAT and loan payments from the accounts system.
  2. Works out when each customer usually pays, from how they have paid before.
  3. Keeps a rolling 13-week cash plan, updated daily.
  4. Warns early: “Cash drops below £50k in week 6 because of the VAT payment and two slow payers.”
  5. Suggests actions: which invoices to chase first, which payments could move.
Connects to
Xero, Sage or QuickBooks; bank feeds; payroll; a simple dashboard or weekly email.
Your team approves
Which invoices get chased, and any payment that moves.
We measure
How close the plan was to the cash you actually had; number of cash surprises; overdraft days.
First build
A working 13-week cash plan on your real data is a strong first build, and it pairs naturally with credit control.
Book an assessment
Finance

Invoice agent

Purchase invoice matching

Supplier invoices arrive by email in every format. Someone checks each against the purchase order and delivery note, often badly or not at all. Overcharges, duplicate invoices and missing credits slip through and cost real money.

What the agent does

  1. Reads every incoming supplier invoice from the inbox.
  2. Matches it to the purchase order, delivery note or agreed rate card.
  3. Flags differences: wrong price, wrong quantity, duplicate invoice, missing credit note.
  4. Drafts the query email to the supplier for your approval.
  5. Posts clean invoices to the accounts system for payment.
Connects to
Outlook or Gmail; Xero, Sage or QuickBooks; purchase orders, in a system or a spreadsheet.
Your team approves
Every supplier query, and anything over your limit.
We measure
Money recovered from overcharges; invoices processed per hour; late-payment penalties avoided.
First build
We run it on your last three months of invoices and show you the overcharges it finds.
Book an assessment
Finance

Month-end agent

Month-end close

Every month, someone spends days matching bank lines, chasing staff for missing receipts, posting accruals and building the management pack. Owners get their numbers 2 to 4 weeks late, so decisions are made on old data.

What the agent does

  1. Matches bank transactions to invoices and bills in Xero or Sage, and flags the ones it cannot match.
  2. Chases staff and suppliers for missing receipts and invoices by email.
  3. Suggests accruals, prepayments and recurring journals for the bookkeeper to approve.
  4. Checks balances against last month and flags anything unusual, such as “phone costs up 40%”.
  5. Drafts the monthly management pack: profit and loss, cash, debtors and key comments in plain English.
Connects to
Xero, Sage or QuickBooks; Outlook or Gmail; Excel or Google Sheets.
Your team approves
Accruals, prepayments and journals, before they post.
We measure
Days to close; hours per month spent on the close.
First build
We build the matching, the missing-receipt chasing and the draft pack on last month’s data.
Book an assessment
Finance

Numbers agent

Ask your numbers

Owners have questions, like “Which customers are actually profitable?” or “What did we spend on subcontractors this year compared with last?”. Answering them means waiting for the accountant or fighting with spreadsheets.

What the agent does

  1. Connects to the accounts system and key spreadsheets, read-only.
  2. Answers questions in plain English with a number, a short explanation and a simple chart.
  3. Combines sources: sales from Xero, job costs from a spreadsheet, staff hours from a timesheet.
  4. Saves useful questions as a weekly report.
Connects to
Xero, Sage or QuickBooks; Excel or Google Sheets; optionally a CRM or job system.
Your team approves
Nothing. It only reads your data.
We measure
Questions answered per month; time saved compared with asking the accountant; decisions made, such as a price rise on unprofitable customers.
First build
You ask your own questions, live, on your own numbers.
Book an assessment
Suppliers

Supplier agent

Supplier onboarding

Adding a new supplier means collecting bank details, insurance certificates, accreditations and company details by email, checking them and typing them into the system. It is slow, and a mistake with bank details can mean fraud.

What the agent does

  1. Sends the new supplier a request for the documents needed.
  2. Reads the returned documents (insurance, accreditations, bank letter) and extracts the details.
  3. Checks Companies House status and flags expired insurance or mismatched bank details.
  4. Prepares the supplier record for approval, then creates it in the system.
  5. Reminds suppliers before insurance or accreditations expire.
Connects to
Accounts or purchasing system; email; Companies House.
Your team approves
Each new supplier record, before it is created.
We measure
Days to onboard a supplier; missing or expired documents caught; hours saved.
Book an assessment
People

Onboarding agent

Employee onboarding

New starters arrive with no laptop, no email account and unsigned paperwork. Managers and office staff spend hours chasing forms, right-to-work checks and references.

What the agent does

  1. Starts the onboarding flow when an offer is accepted.
  2. Sends the contract and forms, and chases until they are signed and returned.
  3. Collects right-to-work documents and references, and flags gaps.
  4. Asks IT, or your IT provider, to set up accounts and equipment before day one.
  5. Sends the new starter a welcome pack and first-week plan.
Connects to
Email; e-signature; HR system or spreadsheet; Microsoft 365 or Google Workspace.
Your team approves
Contracts and access requests, before they go out.
We measure
Share of starters fully ready on day one; hours per hire spent on paperwork.
Book an assessment
People

Temps agent

Temps and contractors

Firms using agency staff and contractors struggle to track who is working, approve timesheets, check agency invoices and keep compliance documents up to date.

What the agent does

  1. Collects and checks timesheets against rotas or job records.
  2. Matches agency invoices to approved timesheets and flags overcharges.
  3. Tracks compliance documents (right to work, certifications, insurance) and chases expiries.
  4. Reports weekly on temp costs by site or team.
Connects to
Email; timesheet or rota system; accounts system.
Your team approves
Flagged agency invoices, before they are paid.
We measure
Agency overcharges caught; hours spent approving timesheets; compliance gaps closed.
Book an assessment
Systems

IT desk agent

IT support desk

In firms without IT staff, the “IT person” is whoever knows most, and they lose hours to password resets, printer problems and how-do-I questions.

What the agent does

  1. Answers staff questions in Teams or by email from a knowledge base of your own setup.
  2. Handles simple requests, like password resets or shared mailbox access, with approval.
  3. Logs anything it cannot solve and passes it to your IT provider with the details.
  4. Builds the knowledge base as issues are solved.
Connects to
Microsoft 365 or Google Workspace; Teams or email; your IT provider’s ticketing system.
Your team approves
Access changes, such as shared mailbox access.
We measure
Questions answered without a human; IT provider tickets reduced; staff hours saved.
First build
It starts with the questions your staff ask most, answered from your own IT notes.
Book an assessment
Suppliers

Contracts agent

Services procurement and contracts

Buying services such as cleaning, maintenance or consultants means collecting and comparing quotes, then tracking contracts, renewal dates and whether the supplier delivered what was agreed. Renewals often roll over unnoticed at higher prices.

What the agent does

  1. Sends a standard request for quotes to shortlisted suppliers.
  2. Reads the returned quotes and compares them side by side.
  3. Stores contracts and extracts key terms: price, term, notice period, service levels.
  4. Warns before renewal and notice dates.
  5. Checks invoices against contract rates.
Connects to
Email; SharePoint or Google Drive; accounts system.
Your team approves
Which quote to accept, and every renewal.
We measure
Savings on renewals; contracts renewed on time; hours per procurement.
Book an assessment
People

Hiring agent

Hiring approvals

A manager wants to hire, but approval, budget checks, the job advert and shortlisting happen over scattered emails. Good candidates are lost while waiting.

What the agent does

  1. Collects the hiring request and checks it against the budget.
  2. Routes it for approval and chases the approvers.
  3. Drafts the job advert from the role description.
  4. Screens CVs against the requirements and produces a shortlist for the manager.
  5. Books interviews.
Connects to
Email; calendar; job boards; spreadsheet or applicant tracking system.
Your team approves
Each hiring request, and the shortlist before interviews.
We measure
Days from request to offer; hours spent screening CVs.
Book an assessment
People

Pay review agent

Pay review cycle

The annual pay review is done in spreadsheets: gathering salaries, performance notes and budget, then writing individual letters. It takes weeks and mistakes are embarrassing.

What the agent does

  1. Pulls current salaries and roles from payroll or HR.
  2. Adds market benchmarks and the agreed budget.
  3. Proposes increases within budget for managers to adjust.
  4. Checks for inconsistencies, such as similar roles paid very differently.
  5. Drafts the individual pay letters for approval.
Connects to
Payroll; HR system or spreadsheet; email.
Your team approves
Every increase and every pay letter.
We measure
Days to complete the review; errors in letters.
First build
We build it ahead of your next pay review, on last year’s figures.
Book an assessment
Systems

Monitoring agent

Systems monitoring

Bank feeds stop, syncs between systems fail, automated reports do not arrive. Nobody notices for days, and the numbers are wrong in the meantime.

What the agent does

  1. Checks daily that bank feeds, integrations and automated jobs have run.
  2. Alerts the right person in plain English: “The Xero bank feed for the HSBC account has not updated since Tuesday.”
  3. Suggests the fix, or fixes simple issues automatically.
Connects to
Accounts system; integration tools; email or Teams alerts.
Your team approves
Any fix beyond the simple ones.
We measure
Days of broken data avoided; time to detect failures.
First build
We add it once your tools are connected, so it watches every feed.
Book an assessment