AI agents

Agents that do routine work inside the limits you set, and hand anything unusual to a person.

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What it does

• Each agent runs with its own role, spending limits and the modules it may touch
• Drafts quotes and follow-ups from the pipeline, and proposes next steps for approval
• Prepares reconciliation lists and month-end checklists, and flags unusual entries
• Every agent action is logged in the audit trail, and a kill switch stops an agent at once

Who it is for

Owners and managers who want routine work done without losing control of the books.

Highlights

• Each agent has its own role, spending limits and the modules it may use
• Agents draft quotes, follow-ups and purchase orders for you to approve
• Prepares reconciliation lists and month-end checklists
• Every agent action is logged, and a single switch stops an agent at once

Works with

Sales and invoicingPurchasingGeneral ledgerAutomation rulesYour approval queue

Questions about this module

Services

• Agent design for your workflow
• Limits and approval setup
• Training on reviewing agent work

Functions

• Named roles and limits per agent
• Drafts for approval
• Full action log
• Kill switch
• Escalation to a person

How it works

1. You set what each agent may do and how much it may spend or post.
2. The agent drafts its work, such as a follow-up or a purchase order.
3. You approve, change or reject it. Every action is logged, and you can stop an agent at once.

A typical example

A restocking agent notices that a fast-selling item will run out in five days. It drafts a purchase order, and the owner approves it with one tap.

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