FINANCE
Revenue Operations
Collections workflows, forecasting, and upsell alerts.
Available AI Agents
Explore agents built for revenue operations. Deploy instantly or customise for your workflow.
DataTalk GPT Sheets Assistant
PwC empowered 100,000+ employees to query internal documents with Azure AI Document Intelligence, cutting data retrieval time by up to 80%.
Talk to your Google Sheets like a data analyst. Ask any question, get accurate summaries, insights, and charts powered by GPT-5. No formulas. No queries. Just plain English.
- Enables natural language Q&A with spreadsheet data
- Automates creation of summaries, KPIs, and trends
- Reduces dependency on data analysts for reports
GrantQualify AI
MGT Consulting cut deduplication time from 1–2 weeks to 15 minutes using AI-powered deduplication tools
Scrape AI grant listings from grants.gov, dedupe, AI-analyze eligibility, store in Airtable, and email daily alerts
- Daily scraping of AI-related grant listings
- Deduplication across runs to avoid rechecking grants
- AI summarization of grant synopsis
Lina-Egyptian-Medical-Chatbot
Anthem automated 80% of claims with AWS Textract, cutting manual extraction from 20 min per claim and scaling to thousands/day — example of comparable IDP, not this agent.
AI- driven medical claims assistant that ingests claims, extracts clinical and billing info, validates entries, flags likely denials, and generates structured packets.
- CPT/ICD
- CSV/JSON/PDF
- Scores claims for denial risk and prioritizes adjudicator queues
MediSuite-Ai-Agent
Anthem automated 80% of its claims-processing workflow after deploying AWS Textract, reducing manual extraction (20 min per claim) and scaling to thousands of claims/day.
AI- driven claims assistant that ingests claims and attachments, extracts billing codes and clinical info, auto-validates entries, flags likely denials, and generates structured claim packets.
- Automatically extracts billing and clinical fields (CPT/ICD, provider, dates) from claim forms and attachments
- Validates claims against payer rules and highlights missing/incorrect fields
- Scores claims for denial risk and prioritizes adjudicator queues
WiseTrack Sync AI
Stripe + Figma automated billing ops, handling >200 countries and 87% invoices paid within 24h, easing a <5-person finance team’s workload
Listens to Wise transfer status changes and writes clean records to Airtable with IDs, amounts, dates, and references, giving finance teams live visibility without manual data entry
- Captures Wise transfer status changes in real time
- Appends clean, de-duplicated records to Airtable
- Standardizes fields for reporting & reconciliation
Finance Agent
JPMorgan reduced research prep time by 95% and accelerated report generation 20% using AI-assisted analysis — example of similar technology, not results from this agent.
An AI-powered market analyst delivering real-time stock insights, analyst ratings, financial deep-dives, and sector trends for companies like AAPL, TSLA, and NVDA.
- Aggregates and analyzes real-time stock, ETF, and sector data
- Generates AI-driven investment summaries and recommendations
- Provides risk assessments and scenario-based forecasts
PatchPulse Mailer
Sabadell United Bank cut patch deployment time 6× and reduced zero-day patching from weeks to 1 day
Automates daily Ubuntu package checks via SSH and emails a clean list of upgradable packages so admins can patch faster and reduce risk
- Sends daily “needs-patching” email summaries to your inbox
- Eliminates manual update checks on Ubuntu servers
- Prioritizes action by notifying only when updates exist
ClinicChat Scheduler
International Medical Center (Saudi Arabia) automated over 1 million patient conversations via WhatsApp chatbots for booking and support
Conversational bookings on WhatsApp, AI triage with Gemini, automated reminders, Stripe payments, and full Google Sheets logging for staff
- Conversational booking and rescheduling in WhatsApp
- Daily WhatsApp reminders to cut no-shows
- Instant Stripe payment links; auto-confirmation via webhook
More in Finance
Accounts Payable
Invoice capture, approval routing, and payment orchestration.
FP&A Copilot
Scenario modeling and automated board-ready reporting.
Procurement Desk
Vendor intake, scoring, and renewal reminders in one stream.
Risk & Compliance
Continuous monitoring for fraud, policy breaches, and audits.