Scenario
Where this agent fits.
Finance work spreads across billing tools, spreadsheets, and inbox requests. The assistant watches for revenue risk while keeping money movement gated.
Run walkthrough
What the supervised run does.
- Review failed payments, overdue invoices, renewal dates, and plan changes.
- Compare billing data with operating targets and spreadsheet forecasts.
- Draft variance notes and customer or vendor follow-ups for finance review.
- Escalate missing context, unusual churn signals, and renewal gaps before the weekly review.
Approval gates
Where the assistant stops.
- Editing invoices
- Triggering payment actions
- Changing vendor records
- Sending finance follow-ups