Skills & Agents
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Skills and agents that already know how your company works.

Map how the work actually happens. Keep your vendors, contracts, and policies in one company brain. Every skill and agent checks its work against it.

Try It NowSee how it works

How it works

  1. 01

    Show them the work

    Map the processes. Each step gets classified: automate, augment with AI, or keep with human judgment.

  2. 02

    Build your company's brain

    Vendors, contracts, policies, and processes collect into your company brain, so a skill starts out already knowing them.

  3. 03

    Give skills and agents the job

    Get skills and agents that work as coworkers under your guidance.

Show them the work.

Map the processes. Each step gets classified: automate, augment with AI, or keep with human judgment, along with who owns it and how long it takes today.

Month-end bank reconciliation

Owner
Controller, Dana Reyes
Also affected
AP Coordinator, FP&A Analyst
Frequency
1 / month
QuickBooks OnlineRampGoogle Sheets
  1. 01

    Export the bank and card transaction CSVs for the period

    Automate now

    Ramp · 15 min

  2. 02

    Match transactions to the QuickBooks ledger line by line

    Augment with AI

    QuickBooks Online · 90 min

    Open question: Should split transactions match on the parent charge or each line item?

  3. 03

    Investigate and clear unmatched or duplicate transactions

    Augment with AI

    QuickBooks 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.

  4. 04

    Review the reconciliation summary and sign off

    Keep human-owned

    Google Sheets · 20 min

185mapped minutes
15automate now
150augment with AI
20keep human-owned

Build your company's brain.

Vendors, contracts, policies, and processes collect into your company brain. Skills and agents look things up there while they work, so their answers come from your company's facts.

Why the brain matters

42
Vendors
/brain/vendors
18
Processes
/brain/processes
27
Contracts
/brain/contracts
11
Policies
/brain/policies

Give skills and agents the job.

Describe the work in plain language and get skills and agents that work as coworkers under your guidance, 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 brain to get there.

Month-end bank reconciliation

Sample run report

  1. 01

    Pulled the bank and card exports for the period.

    Ran on its own
  2. 02

    Matched transactions to the ledger. Split charges matched on each line item.

    Drafted for review

    Checked against: /brain/policies

  3. 03

    Flagged a Ramp charge and a manual wire to the same vendor as a likely duplicate, with the invoice attached.

    Drafted for review

    Checked against: /brain/vendors, /brain/contracts

  4. 04

    Reconciliation summary is ready for Dana Reyes to sign off.

    Waiting on you

What else you get

Agents

Skills 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 skills 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.

Tell us what you're trying to get off your plate.