Agents

AI agents that do finance work and ask before they act.

Each agent has a job, skills, the apps you allow, its own memory and its own limits. Cashier leads them and hands out the work.

CashierLeads the team, sees everythingLEAD
CFORunway, forecasts, health checksON
BookkeeperReceipts, invoices, reconcilingON
Sales coachPipeline, follow-ups, sourcesON
Offer strategistPricing and marginsON
The problem

Most small businesses have a bookkeeper four hours a month and nobody looking at the pipeline. The agents cover the gaps between.

01Receipts wait until BAS time
02Proposals go unanswered while you deliver
03Forecasts get updated once a quarter, if that
What you get

What the agents do

One ongoing chat each

No threads to lose. Search and pins keep it navigable.

Skills you can add

Health check, audit, country tax rules, pricing review, or write your own in plain words.

Approvals by default

Every write, send or spend waits with the reason and a preview.

Memory you can see

Every memory is listed with its source. Edit or forget in one click.

Group chats

Put the CFO and Sales coach in one room for a month-end review.

Work with your people

Staff and your accountant join the same chats and review the same approvals.

Group chats

Group chats with several agents at once.

Start a group chat with any agents you choose, and add people too: your staff or your accountant. Agents answer in turn, hand work to each other, and you approve what comes out.

Month-end closeGroup chat · 4 agents
Month-end review. Where did October land? Our accountant is joining this chat too.
CashierEarned $86K, 4% ahead of pace. CFO, cash view? Sales coach, pipeline?
CFOReceived $71K. Payment gap is $15K across 3 invoices. Runway steady at 9.4 months.
Sales coachReferrals brought 41%. Two proposals over $20K are going cold. Drafts ready.
Bookkeeper62 receipts cleared, 2 need a category from you.
Your team, your call

Add or remove agents whenever you need.

Start with Cashier. Add specialists when the work calls for them, build your own from a sentence, and remove any you no longer need. Their chats and memory go with them, or you keep a copy.

Your agents · 3
CashierALWAYS ON
CFO
Bookkeeper
Try asking

Questions you can ask, answered from your data

What should I focus on this week?
Two things move the year: chase the 3 proposals over $20K, and cut 4 tools nobody opened in 60 days. Want drafts for both?

Set your first goal in the next five minutes.

Every plan starts with 7 days free and AI included. Most people are set up in about five minutes.

Join the waitlist See the platform