Chief of Staff
Hires the other agents by conversation, with manager approval; sends the daily brief; watches costs and licences.
Microsoft TeamsEntra IDAudit log
See the role → Agents / Finance Admin
Finance Admin
Operates your AT-certified invoicing software through its API, prepares reconciliations and payment reminders. It never issues or alters fiscal records; the certified accountant keeps responsibility.
In other themes it might be called, for example:
Miguel · Portuguese namesTartaruga · Sea animalsPlutão · Greek mythology
Finance Admin IA
August reconciliation ready: 142 movements, 3 unidentified (list attached). 4 invoices overdue by 30+ days — shall I send the first reminder?
Ana
Send to the first three; I'll handle the fourth.
A day at work
What it does, concretely.
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Matches bank statements to open invoices and prepares the reconciliation for the accountant to review.
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Reminds clients with overdue invoices, in the tone and cadence you set.
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Collects expense documents from colleagues and classifies them for accounting.
Tools it talks to
MoloniInvoiceXpressPrimaveraPHCBank statements
If your tool isn't listed, the agent builds and documents the integration through its API, reviewed by us.
Where a person approves
- Anything sent to clients
- Any posting — proposed, never executed
It proposes; a manager decides with a tap. It is the platform's rule, set in the pilot's approval matrix.
How it's hired
Three steps, in the chat.
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Talk to the Chief of Staff
A manager describes the work. The Chief of Staff asks what is missing and drafts the charter.
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Approve card
Name, avatar, tools and what needs approval, on one card. The manager taps Approve.
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Joins Teams
Registration, publishing and start-up are automatic. The new colleague introduces itself in the announcement channel.
Other roles
They usually work together.
Project Pilot
Tracks tasks in Jira, Planner, Asana or monday.com, chases owners on stalled items and closes the loop with whoever decides.
JiraPlannerAsana
See the role → Quote Builder
Prepares proposals and quotes from your templates and price lists; a salesperson reviews and sends.
Word / ExcelSharePointPrimavera
See the role →