Meet your agents.
Always on. Always proactive.
One orchestrator coordinates the work. Nine specialist agents do it — bookkeeping, controllership, FP&A, tax, payroll, CFO, corp sec, HR, legal. They reach out when something matters, and you can talk to any of them, anytime.
Revenue pacing 8% below forecast for the month.
Concentrated in your top 2 accounts — want a quick analysis?
Orchestrator
The brain. Routes work, prioritises tasks, briefs the specialists. Knows your business end-to-end.
- Task routing & prioritisation
- Cross-agent coordination
- Context distribution
- Outcome ownership
Bookkeeper
Categorises, reconciles, posts journals, maintains the ledger, processes bills and invoices.
- Bank categorisation
- Reconciliation
- Journal posting
- AP & AR
Financial Controller
Owns month-end, accuracy, reporting integrity, compliance, period management.
- Month-end close
- Variance investigation
- Compliance check
- Reporting accuracy
FP&A Analyst
Forecasts, budgets, variance commentary, unit economics, scenario modeling.
- Cash forecast
- Budget modeling
- Scenario analysis
- Unit economics
Tax Specialist
GST/BAS, corporate tax, planning, compliance calendar, jurisdiction rules.
- GST / BAS returns
- Tax planning
- Compliance calendar
- Jurisdiction rules
Payroll Specialist
Pay runs, leave, statutory deductions, employer obligations. End-to-end.
- Pay runs
- Leave management
- Statutory deductions
- Employer obligations
CFO
Strategic advice, capital allocation, investor narrative, board reporting, stakeholder briefings.
- Strategic advice
- Capital allocation
- Investor narrative
- Board reporting
Corp Sec
Statutory filings, AGM, registers, officer changes, shareholder records, resolutions. Compliance on rails.
- Annual returns
- Statutory filings
- Registers maintained
- AGM & minutes
HR Admin
Manages HR issues end-to-end. Onboarding, offboarding, leave, disputes, performance. Loops in employment lawyers when needed.
- Onboarding / offboarding
- Leave & entitlements
- Policy & handbook
- Employee queries
Legal Liaison
Takes legal issues from customers and manages them to outcome. Routes work via an AI-native legal service and engages real lawyers when judgement is needed.
- Issue intake & triage
- Contract review
- Counsel engagement
- Resolution tracking
More than chat. More than automation.
Every agent operates in three modes — sometimes all three at once. This is the difference between a tool and a team member.
Flow execution
Agents run orchestrated workflows: bank categorisation, reconciliation, month-end, GST returns. Triggered by schedules, events, or upstream completion.
Proactive outreach
Agents monitor business state and start the conversation. "Your gross margin slipped 4pts last month — want me to dig in?" Not a notification. A conversation starter.
Conversational (on-demand)
Talk to any agent anytime. "Hey CFO, can we afford to hire two engineers?" Pulls from all your data, responds in persona voice. Always on.
The right agent. The right message.
Each agent reaches out in its own voice, on its own beat. The CFO talks strategy. FP&A talks scenarios. Bookkeeping handles collections. Nobody steps on each other’s toes.
March is closed. Three things to know:
1. Revenue $1.42M, +18% YoY. SaaS recurring up 22%, services flat.
2. Gross margin slipped 3pts to 67% — Vanta and Atlas both overran professional services delivery. Want me to dig in?
3. Cash runway 14 months at current burn. Your Q1 investor update is drafted in the app — ready for your review.
Solid quarter. Ahead of plan.
Cash runway is shifting on you. At current burn you cross under 8 months by August — that’s the threshold we set.
I’ve modelled three paths. The first hits the threshold in August. The second (delay AU hire) extends to December. The third (delay AU hire + Q3 price uplift) holds us above 12 months.
April month-end is closed. 18 of 20 tasks ran automatically. Two went to human review: FX revaluation (you signed off) and intercompany elimination (approved by Sarah).
P&L, balance sheet, cash flow and the variance pack are all in the app. Closed by 7:42am on the 1st.
Variance commentary is drafted in the report. Three lines stand out — flagged in your inbox.
Gross margin question for you. Q1 ended at 67% vs 72% Q4. The shift is concentrated in services delivery.
Two engagements drove ~85% of the slip. Vanta came in 14% over budgeted hours. Atlas came in 19% over. SaaS margin held flat at 81%. Hardware margin up 2pts on volume.
Two paths worth considering:
1. Tighten scope on the next three Vanta milestones — recovers ~3-4pts.
2. Reprice the next services renewal cohort — 4-6pts upside, some churn risk.
Provisional tax check-in. Based on YTD pacing your FY28 final tax is shaping up around $340k — about $50k above the estimate we used for current instalments.
Two options: (a) leave instalments and top up at year-end, (b) increase remaining instalments to spread the load. Option (b) avoids a $50k cash bump in March.
Five customers over 30 days. Total $42,860. Two are first-time late and I’ve sent the standard reminder. Three are recurring late payers — escalating to second reminders.
One name to flag: Acme Corp is now 45 days on $8,200 with no response to two reminders. Want me to escalate to the account owner before next steps?
A small sample of what triggers a reach-out.
The signal engine evaluates conditions against your live business state. When something matters, the right agent reaches out through your preferred channel.
Watch the agents work, live in your platform.
Every agent action shows up in your task queue. Pick up where they paused. Approve, redirect, or just watch.
Agents are one half of the team.
They run the work. Humans own the outcome. The platform ties it together — and the close is where it all shows up.
Meet the humans
Senior CFOs, controllers, FP&A, tax — the bench behind every agent.
See the platform
Seven stages from connect to grow. One source of truth.
Month-end magic
20 steps. 18 run by agents. Closed by the 1st.
Outcomes
The high-value missions agents run alongside humans.
See your agents in action.
A 30-minute demo. We'll show you the orchestrator, the specialists, and the proactive signals — running on data that looks like yours.