The Daily Cash Agent matches DMS entries to deposits, chases missing deal paperwork, and hands exceptions to your comptroller before they turn into a week.
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The Deal Jacket Assembly Agent builds the checklist per deal, flags missing signatures before the customer leaves and tracks funding for your office.
The Daily Cash Agent matches DMS entries to bank deposits every day, asks departments about gaps and hands exceptions to the comptroller to resolve.
The Commission Tracking Agent reconciles bookings against supplier statements, flags missing commissions and chases them, so owners stay with clients.
The Financial Reporting Agent chases invoices, builds the weekly flash report and monthly P&L, and sends the owner five key numbers every Monday.