Answer expense questions, look up vendor contracts, and speed up month-end — all grounded in your own financial docs. Audit-ready, GDPR-compliant.
The problem
Employees ping Finance constantly about travel, meals, software, and home office expenses. Every question eats 5–10 minutes of your team's time.
Vendor NDAs, MSAs, invoices — scattered across email, Drive, DocuSign, and random folders. Finding the right one takes half an hour.
Compiling budget vs. actual reports, reconciling variances, and answering stakeholder questions turns every close into a 3-day sprint.
The solution
Employees ask an agent instead of pinging Finance. Answers grounded in your actual expense policy, with citations for audit.
Find any vendor contract, NDA, or invoice in seconds — searchable by vendor, amount, date, or terms.
Summarize variances, pull budget context, and draft commentary for the monthly close — all from your own numbers.
How it works
Drop PDFs, Word files, spreadsheets, or sync from Google Drive / Notion. Everything is classified automatically.
Pick a prebuilt template or create your own. Invoke it anywhere with @AgentName in chat.
Every response cites the source document. Zero hallucinations, zero copy-paste from generic chatbots.
Use cases
Travel limits, meal caps, software approvals, home office — all answered instantly.
Find NDAs, MSAs, SOWs by vendor name, amount, or clause. Citations on every answer.
Surface invoices by vendor, month, or amount — with links to the source PDF.
Draft plain-language explanations for budget vs. actual deltas during month-end.
Answer questions about approval thresholds, vendor onboarding, and PO workflows.
Find the right tax doc, VAT certificate, or annual return without digging through Drive.
Agent library
Prebuilt agents you can clone and customize with your own documents in under 5 minutes.
Answers "can I expense this?" questions from your expense policy. Handles country-specific rules, travel caps, and software approvals.
Clone this agentSurfaces the right vendor contract, NDA, or MSA by vendor name, amount, or clause. Every answer cites the source doc and section.
Clone this agentSummarizes budget vs. actual, explains variances, and drafts commentary for stakeholders during month-end.
Clone this agentIn practice
Yes. Coworking passes are approved for client visits under the "remote work — client facing" category, capped at €40/day. Submit with the client meeting context in the memo field...
Current NDA template is v4.2, dated 2026-02-15, in the legal templates folder. The Acme Corp NDA was signed on 2026-03-22 by Sarah Chen (CFO) — valid for 3 years, mutual...
Q1 marketing spent 112% of budget (€228K vs. €203K). Biggest variances: (1) paid search +€18K due to a competitor campaign response, (2) trade show -€6K because Web Summit was cancelled...
Found 4 AWS invoices in March 2026: (1) EC2 + RDS compute — €12,450, (2) S3 storage — €3,200, (3) Bedrock inference — €8,900, (4) support tier — €1,800. Total: €26,350. Invoice PDFs linked below...
New SaaS subscriptions over €500/month need (1) department head approval, (2) IT security review, (3) procurement sign-off. Under €500/month and under €6K/year, only manager approval is required...
Deploy a Finance agent in under 5 minutes — free, no credit card.