Solutions
AI agent workflows
Build agents that plan, rank, and export accounting evidence — every result requires human confirmation before action.
- You want an agent to gather evidence, not silently take action.
- You need a stable endpoint and predictable, read-only behavior.
How it works
Plan, then call one tool
The query planner recommends a single existing tool for a bounded goal — it never executes accounting data itself.
Ranked suggestions, human-confirmed
Recommended actions rank existing cross-sell, stock-risk, and collection-priority evidence — every suggestion requires a person to confirm before anything happens.
Bounded exports, not raw data in context
Export jobs create signed, short-lived CSV downloads — an agent polls job status by ID and never places raw rows into its own context.
The tools behind it
You never pick one of these — the planner does. These are the tools that answer this question.
Agent workflows that gather real evidence safely, with a human always in the loop.
Frequently asked questions
Can an agent take action automatically?
No. Every tool is read-only except the two export tools, which only create private files. Recommended actions always require human confirmation.
Other solutions
- Ask your accounting data questionsGet a plain answer from ChatGPT or Claude instead of opening a report and filtering it yourself.
- Customer outstanding & collectionsSee who owes you money, how overdue they are, and a deterministic review order for follow-up.
- Sales analysis & trendsTrack sales by day, week, month, or quarter, compare periods, and spot growth or decline early.