Your CFO never sleeps.
Invoicing, collections, expenses, and reconciliation — on autopilot.
$34.2K
Collected
$3.2K
Expenses
$42K
Reserve
Cash flow, visualized.
The Finance agent monitors every dollar flowing in and out of your company. It chases overdue invoices with escalating reminders, tracks expenses against your budget, reconciles bank transactions against your books, and projects cash flow 90 days out. Every action is governed by your constitution and logged to the audit trail.
$34.2K
Collected
$12.4K
Outstanding
$42K
Reserve
I used to spend Sunday nights reconciling bank statements. Now I check the dashboard for 30 seconds and move on.
Sarah Chen
Founder, Meridian Labs
What the Finance agent does
Accounts Receivable
Automated invoicing, escalating dunning sequences, and payment tracking. The agent adapts reminder tone based on customer payment history and your constitutional tradeoff guidance.
Expense Management
Tracks vendor payments, tool subscriptions, and ad spend against your constitutional budget limits. Flags overspend before it happens.
Bank Reconciliation
Matches incoming transactions to outstanding invoices. Automatically marks invoices as paid. Flags unrecognized transactions for review.
Cash Flow Forecasting
Projects forward 30/60/90 days based on current balances, outstanding receivables, and recurring expenses. Alerts you when runway drops below your threshold.
How the agent thinks.
Every decision the Finance agent makes is grounded in your constitution. It loads your constraints, checks priorities, and applies your tradeoff guidance before taking any action. The reasoning is logged. The rules are yours.
$ agent load --domain finance
constitution v12 loaded
domain: finance
constraints:
min_balance: $10,000 (all accounts)
chase_invoices: after 3 days, escalate at 7, 14
high_ltv_overdue: prefer payment plan over collections
daily_expense_cap: $2,500 without approval
status: ready — awaiting room dispatchSee it work
Scenario
Invoice #1087 from Acme Corp is 14 days overdue ($4,200)
OBSERVE
Customer has paid on time 8 of last 10 invoices. This is their first late payment in 6 months. High LTV customer.
DECIDE
Send friendly reminder with payment plan option (constitutional tradeoff: prefer relationship preservation for high-LTV customers)
GATE
EXECUTE
Email sent. Customer paid within 48 hours.
Works alongside
Agents coordinate across departments — no silos, no handoff friction.