LIEUTENANT

Finance and operations AI agents

Meet your finance and operations AI agents.

Explore 12 AI agent roles supporting finance and operations—from bookkeeping and cash forecasting to supplier analysis, pricing insights, and coordinating recurring work. Your deployment’s agent mix and scope are agreed around your systems and workflows; this roster is not a promise that every capability is enabled by default.

Hawk avatar

Hawk

Invoicing & Collections

Focuses on invoice preparation, payment follow-up, overdue accounts, and exceptions that need your attention.

Explore invoicing & collections for Hawk

Workflow

  • Detects when work is complete or billable
  • Drafts invoice
  • Routes invoice for approval
  • Sends invoice
  • Follow-up on overdue payments
  • Escalates problem accounts
  • Updates QuickBooks / CRM / spreadsheets

How Hawk supports your team

  • Knows customer-specific terms and follow-up cadence
  • Connects work completion, contracts, CRM, emails, and accounting
  • Flags late-paying customers before they become liquidity problems
  • Feeds AR assumptions into the Runway Agent to track cash

Capabilities

  • Invoice Creation & Sending
  • Collections Follow-Up
  • AR Aging Tracking
  • Overdue Escalation
  • QuickBooks Sync
  • CRM Updates
  • Approval Routing & Verification
  • Payment Term Management
Ledger avatar

Ledger

Bookkeeper

Focuses on transaction coding, reconciliation, supporting records, and bookkeeping work for the close.

Explore bookkeeping & reconciliation for Ledger

Workflow

  • Find receipts and invoices in email
  • Match receipts to transactions
  • Identify missing documentation
  • Suggest categories for review
  • Flag uncertain items
  • Prepare monthly close packets

How Ledger supports your team

  • Understands business-specific accounting context
  • Searches across email, files, docs, vendor records, and accounting systems
  • Learns how the business categorizes recurring vendors
  • Distinguishes transaction intent, not just vendor name

Capabilities

  • Receipt Collection
  • Transaction Matching
  • Expense Categorization
  • Exception Flagging
  • Month-End Close Packets
  • Missing Doc Detection
  • Vendor Pattern Learning
  • Accountant Handoff
Shepherd avatar

Shepherd

Accounts Payable

Focuses on supplier bills, payment obligations, and routing payable items for review.

Explore bills & vendor payments for Shepherd

Workflow

  • Track incoming bills
  • Match bills to POs / contracts / approvals
  • Prepare payment runs
  • Flag duplicate or suspicious invoices
  • Remind approvers
  • Update QuickBooks / Bill.com / spreadsheets

How Shepherd supports your team

  • Finds cheaper vendor alternatives before contract renewal
  • Flags expiring contracts and suggests renegotiation
  • Compares quotes across vendors
  • Optimizes payment timing based on liquidity
  • Supports vendor credit applications and payment-term optimization

Capabilities

  • Bill Tracking
  • PO Matching
  • Payment Run Prep
  • Duplicate Detection
  • Approval Reminders
  • Vendor Cost Comparison
  • Contract Renewal Alerts
  • Payment Timing Optimization
Runway avatar

Runway

Liquidity Forecasting

Focuses on expected cash inflows and outflows so your team can review upcoming liquidity needs.

Explore cash forecasting for Runway

Workflow

  • Track current cash
  • Forecast cash inflows and outflows
  • Monitor AP, AR, debt payments, payroll, renewals, taxes, hiring plans
  • Flag upcoming liquidity crunches
  • Prepare weekly cash view

How Runway supports your team

  • Pulls live inputs from every other finance agent
  • Models forward-looking runway, not backward-looking accounting
  • Flags "you feel fine now, but you are exposed in 45 days because of X"
  • Incorporates balloon payments, license renewals, seasonal hiring, delayed receivables, tax payments, vendor terms, and COGS forecasts
  • Becomes the "command center" of the AI finance team

Capabilities

  • Cash Tracking
  • Inflow / Outflow Forecasting
  • Liquidity Crunch Alerts
  • Payroll Monitoring
  • Tax & Debt Scheduling
  • Renewal Tracking
  • Weekly Cash View
  • Cross-Agent Data Sync
Signal avatar

Signal

Reporting & KPI Analyst

Focuses on recurring financial reports and key performance indicators across your operation.

Explore reporting & KPIs for Signal

Workflow

  • Weekly / monthly reporting
  • KPI dashboards
  • Variance analysis
  • Financial summaries
  • Board / lender / investor updates
  • Management commentary

How Signal supports your team

  • Connects financial results to operational context
  • Explains why margins changed, not just what changed
  • Learns reporting preferences of the owner, lender, investor, or board
  • Pulls inputs from bookkeeping, AP, AR, COGS, CRM, and operations

Capabilities

  • KPI Dashboards
  • Variance Analysis
  • Financial Summaries
  • Board & Investor Updates
  • Management Commentary
  • Weekly / Monthly Reporting
  • Operational Context Mapping
  • Multi-Source Data Pulls
Margin avatar

Margin

COGS & Supplier Analyst

Focuses on cost of goods, supplier spending, and changes that may affect your margins.

Explore costs & margins for Margin

Workflow

  • Track input costs
  • Monitor supplier price changes
  • Analyze gross margin
  • Flag margin compression
  • Recommend price changes or vendor reviews

How Margin supports your team

  • Monitors commodity curves / forward markets
  • Forecasts cost inflation
  • Suggests hedging or purchasing strategies where relevant
  • Feeds COGS forecasts into liquidity / runway
  • Connects pricing decisions to margin targets

Capabilities

  • Input Cost Tracking
  • Supplier Price Monitoring
  • Gross Margin Analysis
  • Margin Compression Alerts
  • Commodity Trend Monitoring
  • Price Change Suggestions
  • Forward Market Analysis
  • COGS Forecasting
Intel avatar

Intel

Pricing & Competitor Analyst

Focuses on pricing and competitor information to support your team’s commercial decisions.

Explore pricing & competitors for Intel

Workflow

  • Monitor competitor pricing
  • Track margin by product / service / customer
  • Recommend price changes
  • Alert when input costs require repricing
  • Update other agents and systems

How Intel supports your team

  • Continuously monitors competitive landscape
  • Connects COGS forecasts to price recommendations
  • Identifies customers / contracts where pricing is underwater
  • Suggests surcharge or input-cost pass-through timing

Capabilities

  • Competitor Price Monitoring
  • Margin by Product / Customer
  • Price Change Suggestions
  • Input Cost Alerts
  • Repricing Triggers
  • Surcharge Timing
  • Contract Pricing Review
  • Cross-Agent Sync
Rocket avatar

Rocket

Financing & Debt Analyst

Focuses on financing options, debt obligations, and analysis for funding decisions.

Explore financing & debt for Rocket

Workflow

  • Compile financial statements
  • Build lender packages
  • Prepare debt schedules
  • Answer bank diligence questions
  • Create simple operating models
  • Track covenants and maturities

How Rocket supports your team

  • Maintains "always ready" financing file
  • Prepares materials before the owner needs money
  • Tracks lender-specific requirements
  • Integrates with liquidity forecasts
  • Flags refinance windows or upcoming balloon payments

Capabilities

  • Lender Package Prep
  • Debt Schedule Tracking
  • Bank Diligence Responses
  • Operating Model Building
  • Covenant Monitoring
  • Maturity Tracking
  • Refinance Alerts
  • Liquidity Integration
Knox avatar

Knox

Treasury & Cash Optimization

Focuses on cash positions and treasury analysis to support decisions about available funds.

Explore treasury & cash for Knox

Workflow

  • Monitor cash balances across checking, money market, and CDs
  • Identify excess idle cash that can be moved into higher-yield accounts
  • Suggest cash allocations across operating, reserve, and yield-oriented accounts
  • Track upcoming obligations before suggesting cash movement
  • Flag liquidity gaps before they become problems
  • Compare available yields across approved cash vehicles
  • Maintain a simple cash policy for the business

How Knox supports your team

  • It makes money from the money you have sitting in the account
  • Gives franchise operators a lightweight treasury function they usually cannot afford
  • Does not just report cash — actively helps decide where cash should sit
  • Shows how much should stay liquid, and when excess balances can be put to work

Capabilities

  • Cash Balance Monitoring
  • Idle Cash Detection
  • Yield Comparison
  • Cash Allocation Suggestions
  • Liquidity Gap Alerts
  • Obligation Tracking
  • Treasury Policy Management
  • Account Optimization
Buyer avatar

Buyer

Acquisitions Intelligence

Focuses on acquisition research and financial information for evaluating potential opportunities.

Explore acquisition opportunities for Buyer

Workflow

  • Maintain a live map of competitors, suppliers, customers, and adjacent businesses
  • Identify potential add-on acquisitions
  • Monitor ownership changes, distress signals, hiring activity, pricing changes, lawsuits, expansion plans, and customer reviews
  • Build target profiles with company description, estimated size, ownership, geography, strategic rationale, and contact information
  • Track acquisition pipeline in CRM or a dedicated target tracker

How Buyer supports your team

  • Gives growing franchise operators the market coverage and acquisition discipline that usually only private equity firms have
  • Turns scattered market knowledge into a repeatable corporate development workflow
  • Creates a constant pulse for what your business is worth

Capabilities

  • Competitor Monitoring
  • Acquisition Target Identification
  • Distress Signal Detection
  • Ownership Change Tracking
  • Target Profile Building
  • Pipeline Management
  • Market Mapping
  • Strategic Rationale Analysis
Wingman avatar

Wingman

Deputy to the CFO

Focuses on bringing finance findings together into priorities and decision support for the finance lead.

Explore finance coordination for Wingman

Workflow

  • Produces the daily and weekly finance briefing
  • Summarizes cash position, runway, receivables, payables, and upcoming obligations
  • Routes approvals to the owner, CFO, controller, or accountant
  • Prepares lender, investor, board, or management updates
  • Tracks financial priorities and unresolved issues
  • Converts financial signals into recommended next actions
  • Maintains finance operating cadence: weekly cash review, monthly close review, KPI review, financing prep, vendor terms review

How Wingman supports your team

  • Allows the CFO to finally work on CFO-level activities
  • Coordinates resources across the finance team and with the owner
  • Gives every growing business a finance operator watching the numbers, coordinating the work, and escalating what matters

Capabilities

  • Daily Finance Briefing
  • Cash Position Summary
  • Approval Routing
  • Lender & Investor Updates
  • Priority Tracking
  • Next-Action Recommendations
  • Finance Cadence Management
  • Workforce Coordination
Sentinel avatar

Sentinel

Chief of Staff

Focuses on coordinating finance priorities, tracking follow-ups, and surfacing work that needs a decision.

Explore priorities & follow-ups for Sentinel

Workflow

  • Summarizes what happened, what changed, and what needs attention
  • Tracks follow-ups from meetings, emails, reports, and finance workflows
  • Delegates tasks to the right AI employee
  • Coordinates approvals and reminders
  • Monitors open loops across finance, operations, and revenue workflows
  • Flags missed follow-ups, stale decisions, blocked workflows, and unresolved owner tasks
  • Prepares meeting agendas and post-meeting action items
  • Maintains priority lists by urgency, value, and risk
  • Asks the owner or CFO for decisions only when needed

How Sentinel supports your team

  • The glue of the entire organization
  • The key sounding board and management team voice
  • Manages every other agent
  • Steps in to ensure the owner and CFO don't have to worry

Capabilities

  • Situation Summaries
  • Follow-Up Tracking
  • Task Delegation
  • Approval Coordination
  • Open Loop Monitoring
  • Meeting Agendas
  • Action Item Management
  • Priority List Maintenance

Start with one recurring finance or operations workflow and discuss whether it is a fit.

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