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.
34 agents that connect to Ramp, Brex, NetSuite or Okta
Access review
User access certified by each system owner every quarter
Okta, Azure AD, ServiceNowAgent 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, SlackData access request handling
Individual data requests fulfilled within the deadline
ServiceNow, Box, OktaEngagement margin tracking
Hours, fees and margin per engagement, weekly
NetSuite, Workday, TableauExpense report audit
Expense claims checked against policy, with the receipts
Expensify, NetSuite, SlackIT ticket resolution
Help desk tickets diagnosed and resolved, or routed
ServiceNow, Okta, 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, SlackMonthly 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, BoxNew hire onboarding checklist
Accounts, equipment and first-week plans ready on day one
Workday, Okta, SlackDon't see the job you need?
Tell us what your team does and we will build the agent for it.