How the pieces fit.
The same company memory and connections support an analysis, an internal app or a recurring task. Here is one example: following up an unpaid invoice.
Which unpaid invoices need a follow-up?
Fictional context and an illustrative agent role. No live company access or autonomous execution.
Context
What was agreed
The invoice alone does not tell the whole story. The Brain also holds the customer's conversation and the rules for handling payments.
- A promise, not a receipt
The example customer has promised payment. No matching bank receipt is confirmed.
- Do not chase an unclear balance
Keep unmatched receipts unassigned and carry advances into invoices without counting them twice.
- A promise, not a receipt
AI agent
What it needs to do
With that background, the agent has a specific job. It can use only the information and tools its account is allowed to access.
Finance AI agentAccess for people and agentsUse the conversation to explain the balance, check the bank evidence and prepare a follow-up for human review.
Connected tools
Where facts are checked
Accounting documents, bank feeds, the shared register and authorised email history.
Compare the reviewed balance with documents and bank evidence. A conversation alone cannot confirm payment.
Connecting a permitted toolChecked result
What the next person gets
Reviewed balances, unresolved payments and a shared collection history across the team's views.
Reconciliation workflowFictional dataReceipt matchedAdvance linked to invoiceMatch unclearHold the follow-upPayment promisedNot yet receivedReconstructed viewNo live company accessReconstructed example. The underlying company records stay private. Unclear payments stay unassigned. Promises are not treated as cash. The team reviews follow-up text and sends it manually.
Keep the reviewed balance, the evidence and what still needs checking. The next follow-up should not start from scratch.
When the job needs
its own tool.
A chat is not always the right place to work. We also build dashboards and internal apps that use these connections and company rules.
Building and publishing tools