Capture how your business works and let aides handle the repetitive tasks.
Map out any process to spot which steps you can automate or augment with AI. Then assign these tasks to aides, using skills and platform agents.
Skills and Agents is an AI-native platform for managing your business processes.
How it works
- 01
Capture the process
Map a process step by step. We work out which steps to automate with code, which to augment with AI, and which to keep with a human in the loop.
- 02
Keep what your company knows in one place
Your integrations, policies, and SOPs live in one place, so every aide follows the right guidelines.
- 03
Put aides on the work
Get aides that work like teammates while you manage their work.
Capture the process.
This is business process management built for AI. Map a process step by step, and we work out which steps to automate with code, which to augment with AI, and which to keep with a human in the loop. You also see who owns each step and how long it takes today.
Month-end bank reconciliation
- 01
Export the bank and card transaction CSVs for the period
Automate nowRamp · 15 min
- 02
Match transactions to the QuickBooks ledger line by line
Augment with AIQuickBooks Online · 90 min
Open question: Should split transactions match on the parent charge or each line item?
- 03
Investigate and clear unmatched or duplicate transactions
Augment with AIQuickBooks Online · 60 min
Pain point: Duplicate vendor charges from Ramp and a manual wire both landing in the same week are hard to tell apart without the original invoice.
- 04
Review the reconciliation summary and sign off
Keep human-ownedGoogle Sheets · 20 min
Keep what your company knows in one place.
Your integrations, policies, and SOPs live in one place. Aides look things up there while they work, so they follow your company's guidelines.
Put aides on the work.
Tell us about the work in your own words. We'll show you the aides that fit, ranked by how closely they already do the job.
“Every month I pull bank and card transactions and match them to the ledger by hand before I can close the books.”
- Match score: 94
Bank Reconciliation Assistant
Matched on: transaction matching, QuickBooks Online
- Match score: 81
Monthly Close Checklist
Matched on: month-end close, sign-off workflow
- Match score: 73
Duplicate Charge Finder
Matched on: Ramp, duplicate transaction detection
Check the work.
Every run reports back step by step: what ran on its own, what got drafted for you to review, and what it checked in your company's guidelines to get there.
Month-end bank reconciliation
Sample run report
- 01
Pulled the bank and card exports for the period.
Ran on its own - 02
Matched transactions to the ledger. Split charges matched on each line item.
Drafted for reviewChecked against: /brain/policies
- 03
Flagged a Ramp charge and a manual wire to the same vendor as a likely duplicate, with the invoice attached.
Drafted for reviewChecked against: /brain/vendors, /brain/contracts
- 04
Reconciliation summary is ready for Dana Reyes to sign off.
Waiting on you
What else you get
Agents
Aides that run on a schedule or a trigger, not just on demand.
Runs and reports
Every run is logged with what changed and what it touched, so you can check the work.
Connections
Connect the tools you already use so aides can read and write where the work happens.
Your team
Bring your team in, assign owners to processes, and see who's affected by each change.
What customers say
We got 25 hours a month back. That's a game changer.
This gives me a one-stop shop where I can see if there's anything that didn't get logged into our bill payment platform.
It was actually less intimidating than I thought. It was really pretty easy and intuitive.
Try it now
Thanks, we've got your request.
We will get back to you shortly. Browse the library to see what skills and agents are available.