Back-office Books Agent
Run back-office operations on one live model of the books: invoices, payables, reconciliation.
When to use
- You want back-office work (invoicing, reconciliation, payables) driven by accurate, current financial data.
- You want one source of truth the agents act on.
Procedure
- Build/load the single live model of the books (ledger, invoices, payables).
- Define the back-office agents: invoicing, reconciliation, payables, reporting.
- Each agent reads from and writes to the same model, so they never disagree.
- Add approval gates for anything that moves money.
- Reconcile and report regularly.
Pitfalls
- A "single model" only helps if it's kept accurate and current.
- Money-moving actions need human approval.
Verification
- Show the agents acting consistently on the same ledger with reconciliations matching.