AI agents for finance & performance

A clear daily picture of trading, written for people who don't want to open a spreadsheet.

2 agents you can switch on today

Daily Trading Summary

Summarises sales, units and mix for the latest period vs the prior one.

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Who it's for: Your team (console, API)
Data it needs: Orders, Order lines, Products
Tools it uses: sales analytics by category, channel or period; read-only SQL over your retail data (sandboxed per workspace)

Ask it, for example:

• "Give me the trading summary for the last 30 days vs the 30 before"
• "How did online sales do in the last 7 days?"
• "Which department grew most in the last 30 days?"

Rolling Forecast Updater

Updates the revenue forecast from the latest monthly trading and explains what changed.

Try the live demo →

Who it's for: Your team (console, API)
Data it needs: Orders, Order lines
Tools it uses: sales analytics by category, channel or period; read-only SQL over your retail data (sandboxed per workspace)

Ask it, for example:

• "Update our revenue forecast for the next 3 months"
• "What is our monthly revenue trend?"
• "Forecast next month by department"

Coming next

• Margin bridge: Explains margin change by price
• Store P&L explainer: Narrates store performance drivers.
• Budget vs actual monitor: Flags variances and likely causes.
• AP Invoice Matcher: Matches supplier invoices to purchase orders and receipts and routes exceptions for approval.
• Receivables Collector: Prioritises overdue receivables and drafts reminders for trade, franchise and wholesale customers.
• Bank Reconciliation Assistant: Reconciles bank statements against ledgers and card settlements and explains unmatched items.
• Payment Settlement Reconciler: Reconciles card, wallet and instalment-provider settlements against sales, fees and chargebacks.
• Budget Builder: Builds store and department budgets from history, plans and growth targets for review.
• Shrink Accounting Analyst: Reconciles stock losses to the ledger and splits shrink into known, unknown and administrative causes.
• Store Cash Management: Forecasts store cash needs and plans collections to cut idle cash and transit costs.
• Month-end Close Assistant: Tracks month-end close tasks, accruals and journals, and flags what is late or missing.
• Internal Audit Sampler: Selects audit samples and checks transactions against controls, documenting findings.
• Multi-country VAT and GST Preparer: Prepares VAT and GST return workings for each country with reconciliations and rate checks.
• Intercompany Reconciler: Matches intercompany charges between country entities and brands and resolves differences before consolidation.
• FX Exposure Monitor: Tracks currency exposure from imports, royalties and country revenues and flags hedging needs.
• Loyalty Liability Forecaster: Forecasts points liability and breakage for the loyalty programme to support accounting.
• Brand P&L Consolidator: Builds a profit and loss per franchise brand across countries for portfolio reviews.
• Concession Settlement Calculator: Calculates concession partner settlements from sales, commission and agreed deductions.
• Reimbursement Claims Reconciler: Reconciles pharmacy reimbursement claims from insurers or health services against dispensing records.
• Fuel Margin Tracker: Tracks fuel margins daily against wholesale costs and competitor pump prices.
• Warranty Reserve Calculator: Calculates warranty provisions and protection-plan revenue recognition from claims history.
• Consignment Accounting Assistant: Tracks consignment stock, sales and payouts for pre-owned and partner luxury goods.
• Marketplace Seller Payout Reconciler: Reconciles seller payouts against orders, commissions, returns and penalties before each settlement run.

How to turn them on

1. Load the data each agent needs (upload, API or, soon, a connector to your e-commerce platform).
2. Open Agent catalog in the ServiceBuddy console: agents whose data is present show as ready.
3. Install, add your own instructions, and test in the Playground.