All AgentsFinance Assistant Agent
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Finance
Finance Assistant Agent
Your AI CFO for smarter financial decisions
An intelligent finance agent that monitors cash flow, categorizes expenses, generates financial reports, flags anomalies, forecasts revenue, and provides actionable insights — giving you CFO-level visibility at a fraction of the cost.
Included in
Business Plan
$99 / month
Includes setup, training & 30-day support
48-hour setup
Dedicated onboarding
30-day guarantee
Cancel anytime
What's included
Cash flow monitoring & forecasting
Expense categorization & tagging
Monthly P&L report generation
Invoice tracking & payment reminders
Budget vs. actual variance analysis
QuickBooks & Xero integration
Perfect for
01Small businesses without a dedicated CFO
02Freelancers tracking income & expenses
03E-commerce brands managing thin margins
Ready to get started?
Submit your setup request and our team will reach out within 24 hours.
Request Setup Now