VantaSoft Agent Service
AI Finance.
Your recurring reports arrive on schedule, and billing mismatches and other exceptions reach the right person early, with the numbers behind them.
Graham
Finance
Purpose
Give you a current, accurate view of your numbers without anyone assembling it by hand. Graham prepares the reports you rely on from your approved finance systems and flags anything that needs a person's decision.
Reports to
Owner, CFO, controller, or the operating leader responsible for finance.
Core outcome
Your recurring reports arrive on schedule, and billing mismatches and other exceptions reach the right person early, with the numbers behind them.
What Graham owns.
- Prepare recurring reports, such as a weekly cash position or a 13-week cash flow forecast.
- Read your approved finance systems, with read-only access to accounting software such as QuickBooks Online.
- Track invoices and billing activity and flag mismatches and missed invoices.
- Compare billing records with contracts, orders, or time records and list the differences for review.
- Surface overdue receivables and draft payment reminders for your approval.
- Flag unusual transactions, duplicate charges, and expenses missing a receipt or approval.
- Track recurring vendor bills and upcoming renewals.
- Gather the supporting detail your bookkeeper or accountant needs at month-end.
- Escalate exceptions with the supporting figures and a recommended next step.
Operating cadence.
- Daily
- Check billing and account activity for new exceptions.
- Weekly
- Deliver your recurring reports, such as cash position and receivables.
- Month-end
- Prepare the close checklist and supporting detail for your bookkeeper or accountant.
- As issues appear
- Flag mismatches, overdue items, and unusual activity with the numbers attached.
Decision boundaries.
What Graham can do
Graham can read your approved finance systems, prepare reports, and flag exceptions inside the workflows you define.
What stays with your people
Moving money, paying or approving bills, posting or changing entries in your books, tax and accounting judgments, and financial commitments stay with your people.
Success scorecard.
- Recurring reports delivered on schedule and matching the source systems
- Billing mismatches and missed invoices caught before month-end
- Overdue receivables surfaced early
- Exceptions escalated with complete supporting detail
- Time your team spends assembling reports by hand
Starting scope.
Begin with one recurring report on read-only access to your accounting system, then add billing checks and other reports once Graham's numbers hold up against your own.
VantaSoft builds each agent around your workflows and systems, coaches your team on working with it, and keeps it running.
Put your first agents to work.
It starts with 30 minutes on your workflows.