Financial Reporting Agent
Automated financial reports and analytics
24-hour free trial — full access, cancel anytime before you're charged.
Two ways to get started
Install it yourself in minutes, or let our team do it for you.
Do it yourself
Subscribe, follow the simple step-by-step guide, and have Financial Reporting Agent live in 25 minutes.
- 24-hour free trial, auto-converts if you love it
- Instant activation on your dashboard
- Guided setup — no code required
- Cancel anytime
We integrate it for you
Send us your details and our team connects Financial Reporting Agent to your systems, tests it, and hands it over ready to go.
- Full integration with your existing tools
- Custom training on your data
- Done-for-you handover & support
Generate financial reports, analyze spending patterns, track budgets, and provide financial insights automatically.
Installing Financial Reporting Agent yourself takes about 25 minutes. Follow these steps:
Subscribe & activate
Choose your plan (or start the 24-hour free trial) and complete secure checkout (A$269/month). Your agent is provisioned the moment checkout completes. Cancel anytime.
Connect your systems
Link the tools this agent works with — Accounting Software, Database — using secure OAuth or an API key. No code required.
Customize & train
Set the greeting, tone, and business rules, then upload your knowledge base (FAQs, docs, product info) so the agent answers in your voice.
Test in the sandbox
Preview real conversations and refine responses before anything goes live to your customers.
Go live
Copy the embed snippet or switch the channel on — your agent starts handling real conversations. Typical time to live: 25 minutes.
This agent can seamlessly integrate with:
Setup time: 25 minutes
Our team provides full support during setup and ongoing optimization to ensure you get maximum value.