Finance & Operations

Close the month on autopilot.

Categorize expenses, reconcile payouts, and close the month on autopilot. One setup, any agent.

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Reconcile last month's Stripe payouts and flag anomalies.

  1. 1Pull payouts and fees from Stripe
  2. 2Categorize expenses against the chart of accounts
  3. 3Reconcile against the bank ledger
  4. 4Surface anomalies for approvaldone
Connectors
StripeGmailNotion
Built-inCode sandbox
Memory

Remembers your categories and recurring vendors.

Works with Claude Code, Codex, Cursor — bring your own agent.

Portable across agents

Switch agents.
Keep everything.

Your apps, memory, voice, and policy logic travel with your agent — not with the app you run it in. Move from Claude Code to Codex and nothing resets.

portable·survives every agent switch
Running your agent on
Current agent: Claude Code
everything below stays
gmailslacknotiongithublinearfigmastripe+1,000 more

Plus your memory, writing voice, and policy rules — kept exactly as you left them.

Give your agent
the real world.

One setup, and it stops talking — and starts doing.

FAQ

Questions, answered.