All agents

Finance Envoy

Finance

Month-end, two days earlier.

Reconciles payouts, chases overdue invoices and preps month-end tie-outs with a receipt for every change.

Example brief

Match last month’s Stripe payouts to the bank feed and list anything that doesn’t tie out.

Typical time saved

11h / week

Works with

Stripe · QuickBooks · Sheets

How it works

Every Envoy agent ships with scoped access, approval limits and a full audit trail. Nothing here needs a prompt engineer.

What it does

Finance Envoy handles the reconciliation work that piles up at month-end: matching payouts to bank lines, chasing overdue invoices and preparing tie-outs with a receipt for every change.

How a run works

  • Pulls payouts and fees from Stripe

  • Matches them against your bank feed in QuickBooks

  • Lists anything that doesn’t tie out, with likely causes

  • Drafts polite reminders for overdue invoices

Guardrails

Read-only access to the bank feed by default. Journal entries and credit notes always require approval, and the audit log exports straight to your auditors.

Send your first agent this afternoon.

Connect two tools, write one brief, and watch the report come back. Most teams ship their first agent in under an hour.

14-day free trial · No credit card · SOC 2 Type II

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