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Finance Assistant Agent

An autonomous bookkeeping assistant that categorizes your transactions, flags anomalies, and produces a monthly P&L-style summary with cash-flow notes — no accountant on call.

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Finance Assistant Agent reads a period's transactions, buckets revenue and expenses, surfaces unusual charges, and writes a short P&L-style summary with cash-flow notes. It runs on demand or on a schedule (typically monthly for close, weekly for tighter cash-flow watch) and records each run as a dashboard deliverable you can open and reference. It is built to cut the routine hours of bookkeeping and give you earlier visibility into spend and runway.

What it does

The agent acts as a finance assistant/bookkeeper. You give it the period's transactions (pasted or described in the config, or pulled from a public https API/webhook it can reach), and it categorizes them, identifies anomalies (e.g. a category spiking versus the prior month), and computes a concise monthly P&L-style summary: revenue, key expense lines, net, and short cash-flow notes. It finishes by recording exactly one deliverable — a titled output with a one-line dashboard summary and full markdown details.

Operationally it is a tightly scoped agent: its system prompt directs it to categorize the provided transactions, surface anomalies, produce the P&L-style summary with cash-flow notes, and call record_output once, and it runs with a small turn budget (maxTurns 4), so runs are fast and predictable. Its toolset is intentionally narrow — exactly two tools: http_request (to reach a public https API or webhook for transaction data) and record_output (to save the deliverable). Connectors like Stripe, Xero, QuickBooks, Plaid, or Gmail are described only in the product's marketing/setup guidance as transaction sources and invoice-chasing channels, but they are NOT among this agent's wired tools; in this agent's runtime the concrete data path is the pasted transactions field plus the generic http_request fetch. Treat richer connector integrations as documented direction rather than wired functionality for this specific agent.

How it works

Your Business
1
Trigger & build prompt
A run starts on demand (Run now) or on the configured schedule. The agent assembles its task from your config — the reporting currency and the transactions you provided — into a single 'reconcile and summarize these finances' instruction (its buildPrompt).
2
Ingest transactions
It reads the period's transactions from the config field. If a public https data source/webhook is referenced, it can pull additional data via the http_request tool (https-only; localhost and internal/metadata hosts are blocked; no stored credentials are sent).
3
Categorize
It buckets the line items into revenue and expense categories (e.g. payroll, SaaS tools, ads, fees, office).
4
Analyze & flag anomalies
It computes a P&L-style roll-up (revenue, expense lines, net) and surfaces unusual charges or period-over-period spikes worth attention.
5
Write summary + cash-flow notes
It drafts a short monthly summary with the numbers plus cash-flow/runway notes and any anomaly callouts.
6
Record deliverable
It calls record_output exactly once with a title, a one-line dashboard summary, and full markdown details, which are saved and shown in the deployment's run feed.
Outcomes delivered

Setting it up — owner / admin

  1. 1
    Deploy from the marketplace
    Subscribe to Finance Assistant Agent, then deploy it. You land on its deployment page at /dashboard/agents/[id], which shows status, a Run now button, the config form, and a runs/logs feed.
  2. 2
    Fill the config fields
    Set the three real config fields: 'Transactions (for test runs)' (textarea — paste or describe the period's transactions), 'Currency' (text, e.g. USD — the reporting currency), and 'Run frequency' (select: Daily / Weekly / Monthly).
  3. 3
    (Optional) point it at a data source
    If you have a public https API or webhook that returns the period's transactions, reference it so the agent can fetch via http_request. Note: this tool is https-only, blocks internal/localhost hosts, and does not send your stored credentials — for authenticated accounting systems, pasting the export into the transactions field is the reliable path today.
  4. 4
    Set the schedule
    Choose Run frequency: Monthly is typical for month-end close; Weekly for tighter cash-flow watch. This controls how often the agent runs automatically.
  5. 5
    Do the first run
    Paste sample transactions into the transactions field, save the config, and click Run now. The run completes quickly (small turn budget) and appears in the runs feed with token usage, tool-call count, and an output summary.
  6. 6
    Review the deliverable
    Open the recorded output from the run feed to read the full markdown P&L summary. Confirm categorization and anomaly flags look right, then let the schedule take over.

Using it day to day — your team

  1. 1
    Hand the agent the period's data
    Day-to-day, drop the period's transactions into the transactions config (or rely on a referenced public https source) so each scheduled run has fresh data.
  2. 2
    Let it run or trigger it
    Wait for the scheduled monthly/weekly run, or hit Run now on the deployment page when you want an immediate summary.
  3. 3
    Open the run feed
    On /dashboard/agents/[id], each run shows a one-line summary plus tool-call count and token usage. The latest run is your current snapshot.
  4. 4
    Read the P&L summary
    Open the recorded deliverable to see categorized revenue/expenses, the net figure, cash-flow notes, and any anomaly flags (e.g. 'ad spend +180% vs prior month').
  5. 5
    Act on anomalies
    Use the flagged items to investigate unusual charges and keep an eye on runway/burn before issues compound.

Use cases

Month-end close
Summarize the period's finances in minutes — categorized revenue and expenses plus a P&L-style net, so you close the books without an accountant on call.
Spend anomaly detection
Catch unusual charges and category spikes (e.g. ad spend jumping 180% over the prior month) before they quietly add up.
Cash-flow & runway watch
Run weekly to stay ahead of burn and runway with short cash-flow notes attached to each summary.

What to expect

  • A categorized breakdown of the period's transactions with anomaly flags
  • A monthly P&L-style summary (revenue, key expense lines, net) with cash-flow notes
  • Each run saved as an openable markdown deliverable in the deployment's run feed
  • Fewer hours spent on manual bookkeeping
  • Earlier visibility into spend and runway

Metrics to watch

  • Run completes successfully and produces one recorded output (run feed shows a summary, not an error)
  • Run latency stays fast — the agent is scoped to a small turn budget (maxTurns 4); content guidance cites a 1–2 minute run time (and a 99.5% uptime target)
  • Categorization accuracy: line items land in the right revenue/expense buckets with minimal manual correction
  • Anomaly precision: flagged spikes are genuinely worth attention, not noise
  • Net figure in the summary reconciles with your own books
  • Schedule adherence: monthly/weekly runs fire and land on time

FAQ

Does it replace my accountant?
No. It automates the routine work — categorizing transactions, flagging anomalies, and producing a P&L-style summary. Complex or regulated filing should still be reviewed by a professional.
What does it actually need to run?
A transactions source and a reporting currency. The simplest path is to paste or describe the period's transactions in the 'Transactions (for test runs)' field and set 'Currency'. It can also fetch from a public https API/webhook via its http_request tool.
How often does it run?
On demand via Run now, or automatically on the 'Run frequency' you pick — Daily, Weekly, or Monthly. Monthly is typical for close; Weekly suits tighter cash-flow watch.
Where do I see the results?
On the deployment page (/dashboard/agents/[id]). Each run appears in the runs feed with a one-line summary, tool-call count, and token usage; open the recorded output to read the full markdown P&L summary with cash-flow notes.
Can it chase overdue invoices?
Not in this agent's wired setup. The product's marketing/setup guidance lists invoice chasing via a connected email channel (e.g. Gmail) as part of the finance-assistant direction, but this specific agent has only two tools — http_request and record_output — and no email connector. Its core deliverable is the categorized summary and anomaly flags; treat email-based invoice chasing as an aspirational/connector-dependent extension, not a step in any run today.