Agent library

Find an agent by the job you want off your plate. Every agent is set up with a short form.

6 agents in Finance Clear filters

Finance Available

Reads invoices sent to your inbox and logs them with tax details.

Needs: Forwarding email, Google Sheet · about 4 minutes to set up

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Finance Available

Reads receipts and files them into your spending sheet.

Needs: Forwarding email, Google Sheet · about 5 minutes to set up

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Finance Available

Chases overdue invoices politely, so you do not have to.

Needs: Google Sheet of invoices · about 5 minutes to set up

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Finance Available

Finds the recurring charges you forgot you were paying.

Needs: Google Sheet of expenses · about 3 minutes to set up

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Finance Available

Confirms payments the moment you log them.

Needs: Google Sheet of payments received · about 3 minutes to set up

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Finance Available

A weekly picture of money in, money out and what is owed.

Needs: Google Sheet of invoices and payments · about 4 minutes to set up

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