Marketplace/Finance/Finance Assistant Agent
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Finance Assistant Agent

live

Invoices, reconciles, and generates financial reports automatically.

4.7(198 reviews)
887 subscribers
Verified by AgentOS

What it does

A bookkeeping assistant that categorises transactions, surfaces anomalies, chases overdue invoices, and produces a monthly P&L-style summary — so you close the books faster without an accountant on call.

Key outcomes

Categorised transactions + anomaly flags
A monthly P&L-style summary with cash-flow notes
Fewer hours on manual bookkeeping
Earlier visibility into spend and runway

Who it's for

Founders doing their own books
Ops/finance teams at SMBs
Agencies managing client finances

Use cases

Month-end close
Summarise the period's finances in minutes.
Spend anomalies
Catch unusual charges before they add up.
Cash-flow watch
Stay ahead of runway and burn.
Read the full documentation
$149/month
Cancel anytime. No setup fees.
7-day free trial included
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Full execution logs
Compliant infrastructure
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Human escalation built-in
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