Marketplace
Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
27 agents that connect to NetSuite
Agent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceCapital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceClient invoice preparation
Invoices assembled from approved time and expenses
NetSuite, Asana, BoxClient invoicing
Transaction-based invoices built from the volumes worked
NetSuite, Snowflake, BoxCollections outreach
Overdue invoices chased in the right tone, on time
NetSuite, Salesforce, SlackEngagement margin tracking
Hours, fees and margin per engagement, weekly
NetSuite, Workday, TableauExpense report audit
Expense claims checked against policy, with the receipts
Expensify, NetSuite, SlackLegal spend reporting
Legal spend by matter, firm and business unit, monthly
NetSuite, Snowflake, TableauMonth-end close checklist
Close tasks run, reconciled and signed off on time
NetSuite, Box, Slack
Monthly variance commentary
Budget variances explained by driver for every cost center
NetSuite, Anaplan, SnowflakeNAV reconciliation
Fund NAV tied out to the administrator every day
NetSuite, Snowflake, BoxOutside counsel invoice review
Law firm invoices checked against the billing guidelines
NetSuite, Box, ServiceNowPremium billing reconciliation
Premium billed, collected and remitted tied out monthly
SAP, NetSuite, SnowflakeDon't see the job you need?
Tell us what your team does and we will build the agent for it.