AI agents for business operations that keep your systems in sync
Your finance and operations team spends its week moving numbers between systems that were never designed to agree. An operations agent does that work continuously, shows you what it found, and waits for a person before it changes anything.
Example agent run, run · invoice-reconciliation-agent. plan: 3 steps identified. tool call: xero.list_invoices(status="unpaid"). result: 14 invoices, 3 flagged mismatched. approval: waiting for human. approved: by finance@client.com. tool call: xero.apply_credit_note(...).
How this work happens today
One person holds the close together
Somebody exports a report from the accounting system, opens the bank feed beside it, and compares rows by eye. It works because that person is careful and has been doing it for years. It stops working the week they are on leave.
The exceptions end up in a spreadsheet
Most records match. The few that do not get parked in a tab with a note explaining what happened, and that tab quietly becomes the real system of record. It is never reconciled back, and nobody outside the team can read it.
Nobody can reconstruct why a number changed
The correction gets made directly in the system, correctly, by someone who understood the context at the time. Six months later, during an audit or a handover, the reasoning exists only in that person’s memory.
What an operations agent actually does
It is not a dashboard and it is not a chatbot sitting on top of your data. It runs the workflow, and it produces a record of having run it.
Reconcile records across systems that disagree
The agent pulls from both sides, matches on the fields that actually identify a record rather than the ones that happen to be present, and reports what lines up. Fuzzy matches are surfaced as candidates for a person to confirm, never silently accepted.
Clear exceptions instead of listing them
A mismatch is the start of the work, not the end of it. The agent investigates: it checks whether a payment arrived under a different reference, whether a credit note explains the gap, whether the amount matches a known fee. It arrives with a proposed resolution.
Keep two systems in sync continuously
Rather than a nightly batch that everyone has stopped trusting, the agent runs on a schedule you set and reports drift as it appears. When the two systems diverge, you hear about it the same day rather than at month end.
Produce the audit trail as a side effect
Every run is traced: what was read, what was proposed, who approved it, what was written. That trace is the audit trail. It exists because the system works this way, not because somebody remembered to document the change.
Escalate with the whole record attached
When something genuinely needs a person, the agent hands over the invoice, the payment, the contract terms it checked, and its own reasoning. Your team makes a decision instead of starting an investigation.
Why this is safe to point at your accounting system
Reads run free. Writes do not. Before an operations agent applies a credit note, updates a ledger entry or marks an invoice paid, it stops and shows a person exactly what will change, in the form of a diff. Approve it and the write proceeds. Decline it and nothing happens, and the reason is recorded. The agent has no path to a write that has not been granted, so the worst case is a suggestion somebody rejects rather than a correction you discover during an audit.
How approval gates workWhat it connects to
Connectors ship behind feature flags, staged and reversible. Everything runs end to end in demo mode before a single live key is issued.
- Xero
- QuickBooks
- NetSuite
- Stripe
- Shopify
- HubSpot
- PostgreSQL
- SFTP and CSV drops
Where to go next
Questions about this
What happens when the agent cannot match a record?
It escalates rather than guessing. The unmatched record goes to a queue with everything the agent checked and why each candidate was rejected, so the person picking it up starts from the investigation rather than from scratch.
Can it write directly to our accounting system?
How long before it is running on real data?
What if our finance system has no API?
Bring us your worst reconciliation
The one that takes a person two days a month. We will tell you what an agent could take off that, and what it could not.