Build your own agent
Start from a template. Ship an agent that works your way.
You know your workflow better than any vendor. Take a starting point, point it at your documents and systems, set the rules and the guardrails, and put it to work.
See templates
01
Pick a template
Start from a proven pattern — an invoice agent, a determination reviewer — instead of a blank page.
02
Connect your world
Point it at your documents, your S/4HANA or QuickBooks, your data — no rebuild required.
03
Set rules & guardrails
Define what it decides on its own, what it escalates, and the audit trail it leaves behind.
Templates
Two starting points to clone and shape.
Finance template
Invoice-to-Posting Starter
Turns supplier invoices into posted journal entries with PO matching and an exception queue.
Use this template
Tax template
Tax Determination Reviewer
Reviews transaction lines for the right indirect-tax treatment and flags anything that looks wrong.
Use this template