Receivables reconciled, GST summarised, expenses checked and the management report prepared — with every exception listed for review.
Autonomous agent
Plans and completes the task across modules
Close September and send me the summary.
A close that used to take days becomes a review of exceptions.
Modules this workflow touches
This is an example configuration. In your system the steps, approvals and wording are modelled on how your team already works.
Follows your chart of accounts and closing checklist
Nothing is adjusted without your approval
“Chase everything overdue by more than 30 days.”
Overdue invoices are found, reminders sent in your tone, calls logged for the sales owner and the ledger updated the moment payment lands.
“Post today’s marketplace invoices.”
A photo of a marketplace invoice is read into a structured record; one approval cascades it across inventory, sales, GST, customers and accounting at once.