Six working agents, one ledger. Open a line below to put an agent to work — each page keeps a running workpaper of what it did.
Document Query — ask the policy library
Chat over the indexed finance documents (tax acts, induction decks, policies) with page and slide citations. Add documents from the page itself.
Invoice Extractor — PDFs & scans to Excel
Upload invoice PDFs or scanned images, define the columns you want (or load a saved preset), and download a single workbook — one row per document, A vision model reads scans; blanks where the model isn't confident.
Reconciliations Agent — bank and GST
Bank (BRS) and GST (GSTR-2B) — the book side pulled read-only from Zoho, only portal files and statements uploaded. Matches, classifies the breaks, and hands back a clean exception pack in Excel; finance reviews and posts.
Working Capital Forecasting — 13-week cash view
A rolling 13-week cash forecast, refreshed daily: one consolidated grid of every payment category by week — each amount clickable down to the individual customer or vendor payment — with collections dated from each customer's own payment behaviour, payroll read from the consolidated payroll journal in Books, loans and recurring payments trended off twelve months of ledger actuals, and the same cash run under base, downside and stretched scenarios with the pressure points flagged weeks ahead. Every number is computed; only the "what changed since yesterday" note uses a model, and it can be turned off. The agent informs, finance decides.
MIS Consolidation — monthly close
Attach each entity's raw export and assemble the month's consolidated pack — every entity tab plus Conso BS and Conso P&L, tied against the reference workbook.
Payroll Anomaly Detector — payroll master workbook checks
Upload the payroll master workbook — every sheet is combined into one table, then checked against the eligibility rules the sheet states in its own footnotes (PT, ESI, income tax) plus the payroll math that must tie internally (CTC breakdown, proration by days present, net pay reconciliation) and duplicate employee IDs. Hands back a flagged exception list in Excel.