Who sees the figures?

Only people you share the agent or workflow with. Access and budgets are set per person, and per team on Business. All models run in the EU.

Can the reminder tone change per customer?

Yes. The credit controller writes each reminder from the customer’s history and how often they were reminded. You read and approve the batch.

We use AFAS, not Exact. Does this work?

The AFAS Profit connection reads data such as debtors and open invoices through the connectors you allow. The same agents can work from it, read-only.

AgentWorks for Finance teams

Fewer hours on the chase. The finance lead still signs off.

Purchase invoices to check, customers to remind, a cash summary every Monday. A team of agents reads the figures and drafts the work. Nothing is sent or paid without a person.

Start free Talk to sales

In-house finance teams in companies of roughly 10 to 250 people.

The work that comes back every week.

Checking purchase invoices

Every invoice read, matched to the supplier and passed to whoever approves it.

Credit control

Who is overdue, by how much, and which reminder they already had.

The weekly cash picture

Receivables, payables and the result, put into words for management.

Categorising expenses

Lines from cards and receipts sorted into the right category before the month closes.

Month-end and year-end lists

Open items and questions gathered from the same reports every time.

Your team

A team of agents, each with one job.

Each agent does one thing well, in your own apps, and asks before it sends or changes anything. You give them their rules. They share the board with your people.

Invoice checker

Called by the workflow

Reads incoming purchase invoices and checks them against the supplier and open payables in Exact Online.

Reads on its own. It never pays or books; a person approves.

Ready-made

Credit controller

Called by the workflow

Lists overdue invoices from Exact Online and drafts a reminder per customer, firmer with each round.

Drafts on its own. Every reminder asks first.

Ready-made

Cash reporter

Called by the workflow

Reads receivables, payables and the financial summary and writes a short cash note for management.

Read-only on the books. Posting the note to the team asks first.

Ready-made

Expense categoriser

You ask in chat

Sorts expense lines into your categories and flags what looks wrong.

Suggests categories only. A person books them.

Ready-made

Working together

Monday credit control and cash note

Starts when A schedule: every Monday at 08:00 (Business). On Free you start it yourself.. One workflow hands the work from agent to agent, and stops where a person needs to decide.

The finance lead approves every batch of reminders before it goes out.
Invoices are approved for payment by the budget holder. AgentWorks doesn’t pay or book.
You set which actions ask first. Sending email always asks until you allow it.

Start

Every Monday at 08:00

A schedule on the workflow

Agent · Exact Online

Credit controller lists who is overdue

Open receivables, amount and days overdue

Asks first

The finance lead approves the reminders

Approve all, edit one, or skip a customer

Action · Outlook

Reminders sent

One email per customer

Agent · Exact Online

Cash reporter writes the note

Receivables, payables and the result, and what changed since last week

Document

Note as a PDF

In your house style

Action · Microsoft Teams

Shared with management

The summary posted in the finance channel

The apps it works in

Exact OnlineAFAS Profit

Moneybird

Outlook

Microsoft Teams

Google Sheets

ERP and finance systems beyond Exact Online, AFAS Profit and Moneybird, such as SAP Business One, Microsoft Dynamics 365 Business Central, NetSuite or Twinfield, have no ready connector. Reach them through the HTTP request step if they have an API, an MCP server, or a webhook that starts a workflow.

All 40 apps

What you need

The Monday schedule needs Business, as do more than 3 agents and 2 workflows. On Free you can run the same workflow by hand whenever you want.

Pricing

Exact Online and AFAS Profit are connected read-only. AgentWorks doesn’t book entries or make payments today. The agent reads and prepares, and a person books and pays.

Start from a ready-made agent.

These are in the product today. Start one and it is waiting in your workspace after you sign up.

Invoice Reader

Drop in a PDF or a photo of an invoice and get supplier, invoice number, dates, amounts and VAT back as a clean table, with anything that looks off flagged. No connection needed.

Use this agent

Invoice Chaser

Pulls your open receivables out of Exact Online, works out who is overdue and by how long, and writes the right reminder per debtor as a draft, friendly at day 7, firm at day 60. You approve each one before it is written.

Use this agent

Budget Summary Writer

Turns raw budget-versus-actuals figures into a short narrative summary for stakeholders, highlighting variances and their likely causes.

Use this agent

Expense Categoriser

Reads a list of expense line items and assigns each to the correct accounting category, flagging anything ambiguous or policy-questionable for human review.

Use this agent

Step by step

Agent

Chase overdue invoices

Every Monday the agent lists what is overdue and drafts a polite reminder per customer.

Workflow

Check every supplier invoice

Invoices are read from the PDF, checked, and passed on for payment once a person approves.

Workflow

The weekly report that writes itself

Every Friday the numbers are collected, summarised and sent as a document to the team.

Questions

AgentWorks for Finance teams

Start free Talk to sales

Runs in the EU. Every action that changes something asks first.

No. Exact Online is connected read-only and there’s no payment action. The agent checks and prepares; your team books and pays.