AI Agents
Autonomous workflows that analyze, decide, and act for you
How it works
Set up an agent in just a few minutes: choose the trigger, define the action, and let it work on its own. Each agent monitors your data sources and takes action when needed. Not a chatbot: an autonomous agent.
Use cases
- Weekly sales report generated and sent every Monday
- Alert when cash flow reaches a critical threshold
- Automatic categorization of incoming invoices
- Monthly performance vs budget comparison
Frequently asked questions
How does the free trial work?
Start with a free trial on Starter and Business plans. Connect your software, explore every feature, and cancel anytime during the trial at no cost.
How long does setup take?
Most users are operational in under 5 minutes. Connect your accounting software (QuickBooks, Xero) or upload a file — the AI analyzes your data and generates first forecasts immediately.
Can I cancel anytime?
Yes. Cancel your subscription at any time without penalties. Monthly plans keep access until the end of the billing period.
Do you sell my data?
Never. Your financial data belongs to you. We are fully GDPR and CCPA compliant; export or delete your data at any time.
Where is my data stored?
All customer data is stored on secure servers in Germany, fully compliant with GDPR and European data-protection regulations.