Your approval
It stops before the money moves.
In a filmed Business Central run, the agent gathers two posted shipments into one draft invoice. The invoice is posted only after a person approves it.
For financial services
Close the month with the drafts already done.
Invoices to draft, scans to file, the board pack to rebuild from Power BI. Charlie's specialists prepare that work in your own systems, and you approve before anything is posted or sent.
Shipment 1Posted, same customer
Shipment 2Posted, same customer
One draft invoiceTwo shipments, one invoice
What it takes on
Finance work you can hand over.
Month-end invoices in Business Central
Scanned invoices filed as records
From quote to invoice in Odoo
Contracts ready for signature
The monthly report and board slides
A first read of contracts and filings
Where work starts
Three things can start a job.
A customer message, a schedule or a request from your own software. Each one reaches the right specialist.
A question about an invoice
A client asks on WhatsApp or by email. The assistant looks up the invoice in your connected system and drafts the answer.
The last working day of the month
The invoicing run and the report start on schedule, and the drafts are waiting in the morning.
Your client portal, through the Agents API
A new application in your portal can call an assistant to check the documents and return what is missing.
Where it stops
Here it stops and asks a person.
Every job shows who is working on it, the tools it used and what came out. You choose which tools the team can use, and you can stop a job at any point.
Before anything is posted
Invoices and entries stay drafts until a person with the right access posts them.
Before a client gets an email
Emails and contracts are prepared for you to check and send.
When the numbers don't match
It lists the differences it found and asks which figure is right.
How it keeps you safe
Safe to leave running.
You choose what waits for a person’s approval, and dangerous commands are blocked before they run.
Guardrails
Some commands never run, however they’re asked for.
Wiping a drive, reading password and key files, erasing project history and deleting cloud resources are blocked before they run. Jev also stops commands that would destroy work for good, and file changes that would save a password into your code.
BLOCKED: Dangerous command detected!
Command: rm -rf ~
Reason: Recursive removal targeting home directory
This command could cause irreversible data loss or system damage.Built on CloudStation
Finance jobs we filmed from start to finish.
Each video is a real run in Business Central, Odoo, SharePoint, DocuSeal, Excel or Power BI.
5 minFilmed in Business Central
Two shipments, one invoice.
The agent gathers posted shipments into one draft invoice and posts it after a person approves. The whole flow takes three chat messages.
8 minFilmed in Business Central
Month-end invoices, drafted on a schedule.
At month end the agent drafts the invoices for a person to review and post.
6 minFilmed in Power BI
An executive dashboard, written by the agent.
The agent writes the Power BI report itself. One run built a five-page report from Business Central data.
Your tools
It works in the tools you already use.
Business Central, Power BI, SharePoint, OneDrive and Outlook are built-in connections too. Other systems can be added with their own API key.
Gmail
WhatsApp
Google Drive
Slack
Google Calendar
Notion
Questions
Before you start.
How is financial data protected?
You choose which tools each assistant can use, set them read-only and block specific actions. Admins share keys with the team, and members never see the secret. A private deployment of the whole platform can be arranged.
Can it connect to our systems?
Business Central, Power BI, SharePoint, Outlook and Gmail are built in. Odoo and other systems with an API can be added as custom tools with their own key.
How accurate is document processing?
Treat it as a first pass. You review the records and drafts before anything is posted. You can also ask it to list every field it could not read.
Is there a record of what the agents did?
Yes. Every job shows who worked on it, the tools it used, what went in and what came out. You can share a conversation read-only with a reviewer.
Can different teams follow different rules?
Yes. Each assistant has its own instructions, templates and tools, so a team in another country can follow its own rules.
Give Charlie this month's invoicing run.
Connect Business Central or Odoo, let it draft the invoices, and check them before you post.
Start with Charlie