Pick Priority Agents

Select the departments you want to automate first

💰

Finance

Real-time cash-flow dashboard with runway countdown
"What-if" scenario builder for hires, loans, or price changes
Vendor-spend benchmarks and discount suggestions
Budget-vs-actual alerts sent to Slack/Teams
Auto-generated investor or board decks (charts + talking points)
Funding-readiness PDF with ARR, burn multiple, KPIs
Secure bank feeds via Plaid/Teller (read-only)
👥

HR

Inclusive AI job-description writer with salary bands
Résumé short-listing and interview-question suggestions
One-click onboarding checklist (accounts, docs, training)
Pulse-survey bot with sentiment analytics & attrition flags
Policy concierge (drafts & updates handbooks by jurisdiction)
Self-serve PTO / time-off bot for Slack/MS Teams
📊

Accounting

Auto-categorization of bank & card transactions (≈98% accuracy)
OCR bill / receipt capture straight to QuickBooks or Xero
Nightly bank reconciliation with exception alerts
Dual cash & accrual ledgers for GAAP vs. management views
One-click month-end close pack (P&L, balance sheet, commentary)
Sales-tax nexus tracker + ready-to-file reports
CPA review portal with tamper-proof audit trail
💻

IT

AI triage of help-desk tickets (priority, routing, draft replies)
Auto-provision / de-provision SaaS accounts via Okta or Google Workspace
CVE feed monitoring with patch-schedule suggestions
Auto-generated security policies (AUP, BYOD, incident response)
Live hardware / software asset ledger with life-cycle status
Self-service chatbot for common "how-to" questions
Cloud-cost watchdog for spend spikes and rightsizing tips
🎧

Support

Omni-channel inbox (email, chat, socials) with AI-draft replies
Auto-build knowledge-base articles from solved tickets
Sentiment radar that flags frustration and auto-escalates
Voice-of-customer theme clustering and product-feedback tags
SLA tracker with staffing recommendations
Real-time translation in 30+ languages
Full CRM sync to HubSpot / Salesforce timelines
📈

Marketing

Campaign composer: multi-touch email, ads, and landing pages
SEO gap finder & keyword-brief generator
Social-media scheduler with royalty-free image suggestions
A/B variant factory and auto-iteration on winners
Brand-voice memory to keep copy on-tone
Lead-magnet generator (PDFs, checklists, slide decks)
Cross-channel attribution dashboard (ads, email, web)
⚙️

Operations

Visual workflow mapper with bottleneck heat-map
Auto-drafted SOP documents as tasks are completed
Inventory & order sync (Shopify, Amazon) with re-order forecasts
Cross-team hand-offs that open tasks in Asana/Trello automatically
OKR dashboard rolling task data into quarterly objectives
Vendor scorecards (cost, quality, on-time delivery)
Compliance checklists for ISO, SOC 2, FDA, etc.
💼

Sales

Lead enrichment (firmographics, tech stack, intent) on import
Smart sequencer for email + LinkedIn cadences by persona
Meeting-prep one-pager (news, objections, social insights)
Deal-health signals predicting slip risk & next-best action
Quote & proposal drafter with dynamic pricing blocks
Pipeline hygiene bot nudging reps to update stages
AI-assisted forecast with explain-why deltas

Step 3 of 5