AI Agents · Finance · example build
Reconciliation
Every day it checks that what sold, what shipped, what was refunded and what landed in the account actually agree with each other. Clean days close silently. Variances get flagged with the likely cause attached, while they are still one day old instead of one month.
A shift, illustrated
What a morninglooks like.
Reconciliation · illustrative
- 23:30 · day reconciled · clean, no variances
- 23:30 · payout vs orders · matched to the cent
- 23:29 · refund count matches ledger · archived
Correct a duplicated order record
cause shown · change held for approval
Needs your call
approval-first. nothing ships without you.
The division of labour
It prepares.You decide.
Reads
- Orders, payouts and fees
- Payment processor records
- Your finance system
Outputs
- Daily reconciliation runs across your systems
- Variance flags with the likely cause named
- A clean written trail for your accountant
Control
- Any correction that changes stored data
Tools: Your store, your payments, your finance stack
This page shows a shape we build, not software waiting on a shelf. Yours starts from your own workflow on the first call and gets its gates set where you put them.