After launching Capital AI at the end of last year, we’re now introducing Agents. Schedule them once, and they'll get the work done. Run your runway analysis, vendor reviews, and cash collection reports automatically – weekly, monthly, or whenever you need them.
Let's dig in.
What Agents do
Agents get the heavy lifting done for you. They complete recurring finance workflows without manual input. You have two options: pick from pre-built agents ready to use, or configure a custom agent yourself. Either way, you set a schedule once and receive the analysis.
Think of them as automated finance analysts that:
- Run on your schedule (daily, weekly, monthly)
- Pull data from your connected accounts
- Deliver structured analysis directly in the platform or via email
- Flag anomalies and provide recommendations
No more rebuilding the same reports every month. No more chasing down vendor spend patterns or runway calculations.
How to run an Agent
You can run an agent in two ways:
- Option: Choose a pre-built Agent: Select from the agents already available in Capital AI. Each comes with a pre-formulated prompt you can use as-is, or you can adjust it to your needs (add specific context and your schedule).
- Option: Create a custom Agent
- Give it a name (e.g., "Weekly Marketing Spend Review")
- Add a prompt describing what you want analyzed
- Set the email schedule (frequency, delivery time)
- Add recipient emails
Example: Monthly IT Vendor Analysis
Let's say you need visibility into IT spending across your vendors. Here's how an Agent handles it:
You set it up once:
- Select "IT Vendor Analysis"
- Choose "monthly" schedule
- Set it to run on the last day of each month
The Agent does the work:
- Pulls all IT vendor transactions
- Calculates monthly costs per vendor
- Compares each vendor to the prior month
- Identifies unusual changes or trends
You get the results:
- Vendor name
- Monthly cost
- Change vs. last month
- Notes or recommendations
No manual data pulls. No spreadsheet formatting. You get the insight you need to decide whether that 18% AWS increase is justified.
Available Agents
Each Agent tackles a specific finance workflow:
Cash & Runway
- Runway Analysis: Track burn rate and months of cash remaining
- Cash Collection Analysis: Monitor payment cycles and overdue invoices
- Unmatched Transfer Reconciliation: Identify and resolve unmatched transactions between accounts
- Accounts Receivable Analysis: Identify aging receivables and collection risks
Strategic Finance
- Capital Readiness Analysis: Assess fundraising timing based on metrics and burn
- Month Review Analysis: Compare actuals vs. plan across all categories
What this means for you
You spend a lot of your time on recurring reports and analysis. Agents eliminate that overhead.
You still make the decisions. You still own the strategy. But you're no longer rebuilding the same analysis every month or hunting through transaction logs to find anomalies.
Your agents handle the repetitive workflows. You handle the judgment calls.
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