Think better
However you decide it should be done, that is how it gets done every time.
The criteria of the house are written once and applied the same way on every task, no matter who picks it up that day or how much they remember.
Corporate Second Brain
AI agents that do the back-office work someone does by hand today: they cross the files you already export, check what was entered against what was filed, and leave the deliverable finished. You define how it is done once; the system does it every day.
Why it exists
This is not a productivity tool. It is the way your company works, written down outside people’s heads.
However you decide it should be done, that is how it gets done every time.
The criteria of the house are written once and applied the same way on every task, no matter who picks it up that day or how much they remember.
It is written down, and it belongs to the company — not to a person, and not to us.
Rules, procedures and documents live in your organization’s own space, kept apart from every other one. We do not see the contents of your files.
It does not live in three people’s heads.
When someone leaves, the way they worked stays written down and keeps running. It does not walk out with them or die in a shared folder.
How it works
Four moments, always the same ones. The fourth is part of the product, not an apology.
One line, the way you would say it to a person: "reconcile this client’s bank account for August." There is no prompt to get right — the system assembles the context from the rules of the company, the area and that client.
The file goes in and the agent follows the written procedure, leaving the steps in plain language: which document it opened, which instructions it followed, which calculation it ran. No jargon and no tool names on screen.
It does not tell you the result: it leaves the spreadsheet and the report in the client’s folder, with whatever does not add up listed on a separate sheet.
Nothing is filed, paid or sent on its own. Anything headed outside stops and waits for a person with permission to approve it. It is built so that step cannot be skipped.
What you can ask it for
This is not a wish list: these are the three things already running in production. If a task does not fit one of them, we say so before selling it.
An exported file goes in, it sorts it or crosses it against another one, and leaves the paperwork finished with every mismatch listed separately.
Bank reconciliation: the statement and the ledger go in, it crosses them line by line and lists the entries that do not match, with date, voucher and amount.
On the chosen day it starts by itself, follows the written procedure and leaves the deliverable waiting.
Payroll: by 8am on the 5th it is already done, with the steps in view. Nobody has to remember.
It takes what was entered, checks it against what was filed and lists whatever does not match.
Tax: it checks what was entered against what was filed, using the file that already gets downloaded every month.
All three work from the file you already export. The agent does not log into anyone else’s system and never uses third-party credentials — that is a design decision, not a temporary limitation.
The org chart
This is not a chat window off to the side of your company: the system takes the shape of your organization. Management, areas, people and the client book — and the agents hold a place in that same chart.
Management
Sees the whole head working: who asked for what, from which agent and for which client. Sets the spend caps and the rules nobody overrides, and splits the week’s work between people and agents.
Coordinating agent
When a task has parts, it asks a specialized agent for each part and puts the answers together. The main task shows who was asked for what, and if a part fails the coordinator knows and carries on.
Areas
Accounting
3 people
Reconciliation agent
Payroll
2 people
Payroll agent
Tax
2 people
Checking agent
The priority order of the rules
Before sending a request, the person sees "this is what the agent is going to take into account", ordered by priority. And every task is recorded with the exact rules it used, down to the version.
Where everything lives
The question everyone serious about this asks is not what it does: it is where their data ends up. Every piece has a place and a written limit.
PDF, Excel, CSV, Word and text, uploaded to the client record. A scan goes in as data the agent reads, never as an instruction the agent obeys.
The instructions, the rules in force and the procedure for that task. It switches off when the task ends: nothing is left lying around.
Where the work is asked for and where it answers. It moves one step at a time, and every step stays written in plain language so whoever signs can defend the paperwork.
Rules, procedures, documents and history, inside your organization’s space. Every change records who made it and when, and a rule is switched off rather than deleted.
Anything outbound goes through a connector with an allowed-destination list and stops to wait for approval. Credentials are loaded once, stay encrypted outside and are never shown again — not even to us.
A monthly spend cap per company and per person, with warnings at 80% and a block once it is reached. Spend breaks down by client, area, agent and person.
The ten things that make it different
None of these is a promise: you see all of them in the demo, on paperwork you bring yourself.
"Reconcile this client’s bank account for August." That is all you write. The result does not depend on how well you phrased it.
The arithmetic is not done by whoever is writing: a calculator does it, and the calculation stays written. Spreadsheet totals are left as Excel formulas, so if you change a number the total fixes itself.
What to add up and at which rate is still the model’s call. That is why it gets reviewed, and why the step-by-step is in plain language.
Whatever it cannot identify, it reports. It does not nudge it so the sheet closes at zero.
We fed it a wrong figure on purpose. It did not use it: it explained where the right one came from, and the difference checked outside the system was zero.
Which document it opened, which procedure it followed, which calculation it ran. Step by step, with no jargon and no tool names in sight.
It prepares. Filing, paying and sending stay with a person. It is built so that step cannot be skipped.
How it is done in this house gets written once. Next month you do not explain it again.
What the agent notes down while working — "this client invoices under the holding company" — is flagged as unconfirmed until a person looks at it. A one-off instruction never turns itself into a rule.
It does not tell you the result: it leaves the spreadsheet and the report in the client’s folder, ready to review.
By 8am on the 5th it is already done. Nobody has to remember, and the task runs with the rules in force that day.
You see which client eats your month — rarely the one who pays you most. And there is a ceiling: it cannot run away.
The limits
This is here because it is what makes the rest believable. If any of it breaks your operation, better to know before the demo.
It works from the file you already export. We never ask for your bank credentials or any agency login.
It prepares the work and leaves it ready. Filing, paying and sending always belong to a person with permission.
What it notes down while working stays unconfirmed until someone reviews it. And a loose instruction never becomes a rule by itself.
A calculator runs the numbers and the spreadsheet total is a formula. What the model decides is what to add up and at which rate — that gets reviewed, and that is what the step-by-step is for.
What retires is the repeated work, not the person. What changes is where your team’s day goes.
The procedure has to be written once and the first runs have to be reviewed. The monthly fee exists because the criteria get adjusted, and every adjustment counts for every day after it.
By industry
The task changes name from one industry to the next, but it is always one of the three shapes of work above.
The supplier’s new price list arrives: it crosses the file against the catalogue and leaves the increase prepared product by product, with every mismatch listed separately.
Shape A
End of day: it crosses the bank statement against the payments entered and lists whatever does not match.
Shape A + C
Every Monday morning, a summary of what falls due that week: cheques, purchase orders and what is about to arrive.
Shape B
The broker’s settlement arrives: it reads it, enters the deductions and leaves the net figure ready to check.
Shape A
The monthly report per health centre: it crosses the month’s tests against each centre’s price schedule.
Shape A
A check of what was collected against what fell due, and the list of what is missing.
Shape C
Each investor’s report, put together on the right day and waiting for review.
Shape B
The daily sheet: tickets received, crew assigned and whatever was left unassigned.
Shape B
End of season: it crosses what sold by size and colour against what was bought, and lists what is left.
Shape A
Examples built on a test organization, with data we made up ourselves. There is one real case and it is the one below.
The real case
It is a real case and there is exactly one — we do not say "accounting firms" in the plural because it would not be true yet. By agreement with the firm it goes by industry: no name, no logo and no measured results.
The statement and the ledger go in and it crosses them line by line. On one real run it crossed 470 lines on each side and listed the 11 entries that did not match, with date, voucher and amount. Whatever it could not identify, it reported rather than nudging it to close at zero.
A scheduled task: on the chosen day it starts by itself, runs the payroll and leaves the steps in view. The totals are calculated by the spreadsheet.
It checks what was entered against what was filed, using the file the firm already downloads. It does not log into anyone’s system.
What you see in the demo is a test organization with made-up data, never a client’s real paperwork.
How it starts
With a piece of paperwork you put together by hand today. We do not show you a video: we do it on screen, on a test organization.
Which task goes first, which shape of work it uses, what is needed from your side, and the price with an expiry date.
Once. The instructions for how it is done in your house, plus the rules of the company, the area and each client.
The first runs get reviewed, the criteria get adjusted, and only then does the next task come in. No big bang.
A one-off setup plus a monthly fee, cancellable monthly. No charge per user or per agent, and AI usage billed separately with a cap. The figure goes in the proposal, after the demo: it depends on how many processes come in.
Questions that always come up
No. Credentials are loaded once, stay encrypted outside the system that does the talking, and are never shown again — not even to us. And the agent works from the file you already export: it does not log into anyone’s system.
A calculator runs the numbers and the calculation stays written in the step-by-step, and the spreadsheet total is an Excel formula. What gets reviewed is what it added up and at which rate — that is what the plain-language step-by-step is for, and you can read it without knowing anything about AI.
No. Anything outbound stops and waits for a person with permission to approve it, with a mandatory reason if they reject it. Nothing is filed, paid or sent on its own.
A macro always does the same thing with the same file. Here the criteria of the house are written down and applied to a case that is never identical — and whatever cannot be identified gets reported, instead of nudged so the sheet closes.
No. Rules are written in plain language, the way you would explain them to a new hire, and each company builds its own version of the agents without seeing or writing the original prompt.
The rules, the procedures and the documents belong to the organization, not to the person. Whoever comes in finds the criteria written down and the tasks with their history, and every rule change records who made it and when.
Yes, if the task fits one of the three shapes of work. The real case today is an accounting firm; the examples from other industries are built on a test organization, and we say so both in the piece and here.
The first task is written and tested in days, not months — in the real case, one set of instructions and six rules was everything that had to be written for the first process. After that, one task at a time.
Bring a task you put together by hand. In the demo we run it with your rules, on a test organization, and you see the deliverable before deciding anything.