Built for the workflows that still live in spreadsheets and exports.
Concrete automation and agent patterns across finance ops, RevOps, supply chain, HR, customer service, and IT support.
What buyers want:
- Less manual work, fewer errors, better auditability.
- Lean delivery, no new platform to manage.
- Deployment inside their cloud with clear guardrails.
Finance Ops
Invoice ingestion
Normalize formats, validate totals, enrich, and push to GL with exception packs.
Subledger vs GL
Automated reconciliation with evidence files and owner routing.
Accrual prep
Pulls, checks, and templates for monthly accruals and journals.
Expense audits
Policy checks, duplicates detection, and sampled evidence trails.
KPI packs
Scheduled, formatted packs with sources and sanity checks.
Payment files
Generation with checksum validation and approval logging.
Operations & Supply Chain
PO matching
Three-way checks with tolerances and exception routing.
Inventory adjustments
Validate CSV uploads, prevent duplicates, log who approved.
Exception queues
Runbook-driven queues with agent summaries and nudges.
Vendor scorecards
Automated pulls, cleans, and standardized outputs.
Logistics reconciliations
Carrier vs WMS vs billing reconciliations with evidence.
Inventory forecasting prep
Rollups, constraints checks, and workbook generation.
Revenue Ops
Pipeline hygiene
Exports checked for stage drift, missing fields, and owner alerts.
Renewal packs
Assemble data, calculate risk flags, and deliver formatted decks.
Billing checks
Usage vs invoice reconciliation with alerts for anomalies.
Quote QA
Guardrails on discounting, term checks, and approvals logging.
RevRec prep
Schedule pulls, validations, and journal-ready outputs.
Status agents
Summaries of pipeline changes, risks, and tasks to owners.
HR & People Ops
Joiner/mover/leaver
Checklists, provisioning/deprovisioning steps, and audit logs.
Payroll checks
CSV validations, variance checks, and approval evidence.
Policy compliance
Automated status reporting with agent follow-ups.
Customer Service
Case triage agents
Summaries, priority tags, and routing within approved bounds.
CSAT/QA sampling
Automated sampling with evidence and exception queues.
Root-cause packs
Data pulls + workbook outputs for recurring issues.
Internal IT / Enablement
Access reviews
Evidence-ready reviews with exceptions and attestations.
Backup checks
Scheduled verification, logs, and alerting.
Runbook agents
Guardrailed internal Q&A on runbooks and SOPs.
What changes for you.
- Hours back every week from reconciliations and pack prep.
- Lower error rates and faster exception handling.
- Audit-ready evidence with minimal overhead.
- Less vendor management—no platform to administer.
Deliverables per use case
- Design and guardrail definitions.
- Jobs and/or agent code in your repo.
- Deployment scripts, IAM map, env config.
- Runbooks, dashboards/alerts where relevant.
Have a spreadsheet-driven workflow in mind?
Send the export and the pain points. We’ll respond with a lean approach and a fixed-scope option.