Operations
Reconciles transactions, chases invoices and prepares month-end reports without the spreadsheet marathon.
Live in under an hourHuman approval built inWorks with your stack
Finance Agent · live previewv2.4
INV-2041$4,200.00Matched
INV-2042$1,180.00Matched
TXN-8812$312.40Review
Reconciled98.6%
5 daysfaster month-end close
5 stepsper run
4 toolsconnected
What it does
01
Automatic reconciliation
Matches bank transactions to invoices and flags anything that doesn't add up.
02
Invoice follow-ups
Sends polite, timely reminders and logs every response in your ledger.
03
Month-end in hours
Prepares close checklists, variance notes and board-ready summaries.
Example workflow
Every run follows the same transparent steps, and nothing sensitive ships without a human sign-off.
01Month-end triggeredAutomatic
02Pull ledger & bank dataAutomatic
03Match transactionsAutomatic
04Flag anomaliesAutomatic
Human approval Human approval
Key result5 daysfaster month-end close
“Closing the books used to take a week of late nights. Now it takes two days and a coffee.”
DO
Daniel OkaforController, Quantia
Works with
Scoped, revocable access to exactly what this agent needs.
LedgerlySheetlyMailoDrivia
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