Teams · Finance & operations
Agent Serve agents pull balances, match transactions, flag spend outside policy and draft the commentary. Your team reviews and posts.
Agent Serve, the AI workspace where teams build, deploy, and manage AI agents, gives finance and operations teams agents for close preparation, spend review, vendor checks and reporting, connected to NetSuite, QuickBooks, SAP, Brex and SAP Concur, with people approving every posting.
At a glance
The problem it removes
Each month the team exports from the ledger, the bank and the spend tools into spreadsheets, matches lines by hand, and writes the variance commentary from scratch.
Agents to build
Each agent is built in Agent Serve and reads the systems the team already keeps its numbers in.
An Agent Serve Relay pulls trial balances from NetSuite or QuickBooks into a table, reconciles them against bank activity, and lists what does not match.
An Agent Serve workflow reads new Brex expenses or SAP Concur reports, checks them against your policy rules, and sends exceptions to an approver.
An Agent Serve agent compares actuals with budget in a dashboard and drafts the commentary for each line that moved.
An Agent Serve workflow fills a DocuSign template from a table row and sends it once a person approves.
An Agent Serve agent reads Ramp card transactions and reimbursements and flags the ones missing a receipt or outside policy.
An Agent Serve agent runs a DAX query against a Power BI semantic model and answers the question in Chat with the figures.
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
How it runs
Agent Serve checks every line against the rules. People decide the exceptions.
The workflow reads new expenses from Brex or SAP Concur on a schedule.
Each expense is tested against your policy rules: limits, categories and receipts.
Lines that break a rule go into a table with the rule they broke.
Each exception waits for an approver, who accepts it or sends it back.
Integrations
Agent Serve connects to accounting systems, ERPs, spend platforms, payments and spreadsheets.
Browse integrationsIn each tool
Agent Serve reads and creates records such as customers, vendors, invoices and estimates, and starts on QuickBooks invoice or payment events.
Payment received → matched
Agent Serve reads expenses, card transactions and expense reports, and can approve or send back a Concur report when a person says so.
Report over limit → sent back
Agent Serve sends envelopes from templates, tracks their status and downloads signed documents.
Envelope completed → filed
Agent Serve reads and writes the workbooks and sheets the team already keeps, so schedules stay where people expect them.
Accruals schedule → updated
Agent Serve reads Ramp transactions, reimbursements and cards for spend review.
Missing receipt → owner asked
Agent Serve connects directly to an Oracle Database to query the tables finance systems keep there.
Ledger table → reconciliation
Agent Serve works with Oracle Fusion Financials, and a Relay treats changes there as spend that needs approval.
Invoice change → needs approval
In the workspace
Tables hold balances, matches and exceptions while the close runs.
Rules state the spend and approval policy once, for every agent.
A Relay works through the close checklist on a schedule.
Dashboards show results on governed metrics, with drill-through.
In depth
Agent Serve rules hold limits and approval thresholds that every agent and workflow checks against.
An Agent Serve table holds each line, the match it found and the rule it broke, ready for review.
Agent Serve dashboards read governed metrics, with fiscal calendars and drill-through to the rows behind a figure.
Before and after
| Work | Before | With Agent Serve |
|---|---|---|
| Reconciliation | BeforeExports matched line by line in a spreadsheet. | With Agent ServeLines matched in a table, with breaks listed for review. |
| Spend policy | BeforeSampled after the fact. | With Agent ServeEvery expense checked against the rules as it arrives. |
| Commentary | BeforeWritten from scratch each month. | With Agent ServeDrafted from the variance and edited by the analyst. |
Governance
Agent Serve Relays treat anything that moves money as an action that needs approval, unless a delegated limit you set allows it.
Relays never send email or book meetings without an approval, under any autonomy setting. An approval covers the exact payload the reviewer saw and expires if nobody decides.
Proposals, approvals, declines and executed actions are written to the workspace audit log, which admins can export.
Row-level policies narrow what each person sees in tables, dashboards, exports and scheduled reports.
Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.
Questions
Agent Serve can create records in NetSuite or QuickBooks through a workflow you build. Put an approval step before any write you want a person to check.
Agent Serve has integrations for Oracle NetSuite, QuickBooks, SAP S/4HANA, SAP Concur, Brex, Stripe and Square, among others in the integrations catalog.
Agent Serve workspace roles and access policies decide who sees each table, dashboard and knowledge base, and row-level security can limit rows by person.
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Enterprise access
Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.