Accounts receivable
Our agents automate the daily receivables process end to end, combining frontier models, computer use, and OCR to take a tedious routine off your staff entirely.
Use case
A back office that keeps up with your business
Custom AI agents, managed by Covey experts, automate the tedious daily work in finance and operations so your team can focus on judgment and strategy.
Built around your business
Every engagement starts with a design phase where we work through your challenges and your tech stack and build agents to fit both. A new employee adapts to your systems rather than the reverse, and our agents work the same way. The use cases below are examples; every deployment is custom.
CEOEnsures the team meets your objectives
Analyst
Analyzes your financial data.
Forecaster
Maintains an up-to-date forecast.
Accounts Receivable
Proactively helps you collect.
Custom Agent
There is no limit to the number of agents.
Finance
Cash flow forecasting and management
Our agents pull financial and sales data from every system you run and maintain a live cash flow, replacing the version a fractional CFO updates every two weeks. The same approach can manage your P&L.
Budgeting and renewal analysis
Anywhere you have heavy data living in spreadsheets, from budget cycles to renewals, our agents find the inconsistencies and edge cases a person reviewing by hand cannot catch.
Business Operations
Inventory management
With hundreds or thousands of SKUs, no one person can track where inventory sits or which SKUs are broken or inconsistent. Our agents keep the full picture current.
Product and pricing consistency
Your products live across the internet, and bots are crawling them. Our agents find every missing specification, dimension, and inconsistency, then fill the gaps.
Document review at scale
Thousands of tenant contracts, insurance policies, or applications to review: our agents sit across the full set and carry out your objectives on every one.
In your Slack
financeCovey Agent & 12 others
13
Matt Hogan9:42 AM
How many bills do we have outstanding?
Covey AgentAPP9:42 AM
You have 7 bills outstanding, totaling $30,000. Three of them are overdue.
Outstanding bills — $30,000
- Anchor Freight — $9,400Due 5 days ago
- Northlake HVAC — $7,200Due 12 days ago
- Sable & Grove Legal — $6,300Due today
- + 4 more$7,100 total · due in the next 14 days
Matt Hogan9:44 AM
Can you pay those off and send me the cash flow forecast when it's done updating?
Covey AgentAPP9:44 AM
Queuing the 7 payments now — I'll drop the refreshed cash flow forecast in your DMs the moment it's updated.
Confirm & pay all 7Pay overdue onlyHold on the forecast
Message #finance
Intelligence
Our agents analyze your revenue data continuously, identifying pockets of opportunity and the seasonality patterns that hit your business, so you can prepare for what's next. Those insights feed directly back into the work above.
- Which bills are overdue?
- What does cash flow look like next quarter?
- Which SKUs are inconsistent?
- Where is revenue seasonal?
Design your back office department
Book a design session. We will walk through your challenges, your stack, and where agents can do the most for your business.