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Ledger / Transactions

Reports / Income statement

Vault / Documents

Copilot / December accruals

Copilot / Daily transactions review

Copilot / Daily Plaid → NetSuite sync

Copilot / Vendor Schedule Overview

Copilot / Connect NetSuite

Copilot / Unpost incorrect entries

Copilot / Reconcile exchange balances

Copilot / Generate 1065 form

Copilot / Reverse AWS accruals

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Agents

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|12 items

Name	Status	Created by	Active	Trigger	Notifications	Next run
Daily accounting review	Success	kareem	Active	Schedule	Slack	Apr 2, 2026 at 1:30 AM
Daily Balance Check	Success	kareem	Paused	Schedule	Slack,Email	Apr 2, 2026 at 2:00 AM
Plaid new txn	Success	kareem	Active	Ramp,Plaid	Slack,Email	—
NetSuite GL sync	Success	andy	Active	NetSuite	Email	Apr 2, 2026 at 3:00 AM
Stripe revenue recognition	Success	andy	Active	Stripe	Slack	—
Coinbase wallet sweep	Success	kareem	Active	Coinbase,Schedule	Slack,Email	Apr 2, 2026 at 4:00 AM
Month-end accruals	Success	andy	Active	Schedule	Slack,Email	Apr 30, 2026 at 6:00 PM
Brex card classification	Success	kareem	Paused	Brex	Slack	—
Gusto payroll reconciliation	Success	andy	Active	Gusto,Schedule	Email	Apr 15, 2026 at 9:00 AM
Stablecoin price sync	Success	kareem	Active	Circle,Schedule	Slack	Apr 2, 2026 at 12:00 AM
Vendor invoice intake	Success	andy	Active	Bill.com	Slack,Email	—
Quarterly close review	Success	andy	Paused	Schedule	Email	Jun 30, 2026 at 5:00 PM

Agents

Agents that can automate bookkeeping, month-end workflows, and reporting.

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