Finance & Accounting
Financial reporting
Builds management reports, P&L, cash flow, and balance sheet from accounting data, ready for the owner's dashboard.
When to use it
Businesses with regular reporting to the owner or board.
How it works — example
- Input
- Month-end close: the owner needs P&L, cash flow, and balance sheet.
- Agent actions
- The agent pulls data from the accounting system, builds the reports in the format the owner expects, with comparisons.
- Result
- Monday morning, the owner has a full package in their inbox with charts and variance notes.
Business impact
Month 1: -75% report prep time. Month 3: weekly reports instead of monthly. Month 6: saves one financial-analyst headcount.
Similar agents
Account reconciliation
Matches bank statements against the accounting system, finds discrepancies, and prepares notes for the accountant.
Financial forecasting
Builds cash flow, sales, and expense forecasts 3-12 months out, accounting for seasonality and trends.
Spend and budget control
Monitors budget performance by department, flags variances, alerts managers, and prepares reports.
VAT and tax compliance
Prepares tax filings, registers tax invoices and adjustments, responds to tax-authority requests, and generates source documents.