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
⚖️

Legal

Contract review and red-flag identification with risk scoring
Auto-generated NDAs, service agreements, and employment contracts
Compliance monitoring for GDPR, CCPA, and industry regulations
Legal research assistant with case law and statute summaries
IP portfolio tracking with renewal and filing reminders
Litigation hold and e-discovery document management
Vendor agreement comparison and negotiation talking points
📋

Admin

Meeting scheduler with automatic agenda creation and follow-ups
Travel booking and expense report automation
Office supply inventory tracking with auto-reorder triggers
Visitor management system with badge printing and notifications
Document template library with version control
Event planning assistant with vendor coordination
Facilities maintenance scheduling and work order management
🎧

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