财务与业绩 AI 代理
2 个已上线代理（Daily Trading Summary、Rolling Forecast Updater）及路线图上的 23 个代理：各自的功能、所需数据和可回答的问题。
为不想打开电子表格的人，清晰呈现每日经营图景。
今天就能启用的 2 个代理
Daily Trading Summary
汇总最新期间相对上一期间的销售额、销量和品类结构。
适用对象： 您的团队（控制台、API）
所需数据： 订单、订单明细、商品
使用的工具： 按品类、渠道或期间的销售分析；对零售数据的只读 SQL（按工作区沙箱隔离）
例如可以这样问它：
- “给我最近 30 天相对前 30 天的经营摘要”
- “过去 7 天线上销售表现如何？”
- “过去 30 天哪个品类增长最多？”
Rolling Forecast Updater
根据最新的月度经营数据更新收入预测，并解释发生了什么变化。
适用对象： 您的团队（控制台、API）
所需数据： 订单、订单明细
使用的工具： 按品类、渠道或期间的销售分析；对零售数据的只读 SQL（按工作区沙箱隔离）
例如可以这样问它：
- “更新我们未来 3 个月的收入预测”
- “我们的月度收入趋势如何？”
- “按品类预测下个月”
即将推出
- Margin bridge：解释价格导致的毛利变化
- Store P&L explainer：解读门店业绩驱动因素。
- Budget vs actual monitor：标记偏差及可能原因。
- AP Invoice Matcher：将供应商发票与采购订单和收货单匹配，并将异常项提交审批。
- Receivables Collector：为贸易、加盟和批发客户确定逾期应收款的优先级并起草催款提醒。
- Bank Reconciliation Assistant：将银行对账单与总账及银行卡结算进行对账，并解释未匹配项目。
- Payment Settlement Reconciler：将银行卡、电子钱包和分期服务商的结算与销售额、手续费和拒付进行对账。
- Budget Builder：根据历史数据、计划和增长目标编制门店和部门预算供审核。
- Shrink Accounting Analyst：将存货损失与总账核对，并将损耗区分为已知、未知和管理原因。
- Store Cash Management：预测门店现金需求并规划收款安排，以减少闲置现金和押运成本。
- Month-end Close Assistant：跟踪月末结账任务、应计项目和凭证，并标记逾期或缺失项。
- Internal Audit Sampler：选取审计样本并对照控制措施检查交易，记录审计发现。
- Multi-country VAT and GST Preparer：为各国家/地区编制增值税和商品服务税申报底稿，包括对账和税率核查。
- Intercompany Reconciler：匹配各国家主体与品牌之间的内部交易费用，并在合并前解决差异。
- FX Exposure Monitor：跟踪进口、特许权使用费和各国收入带来的外汇敞口，并提示对冲需求。
- Loyalty Liability Forecaster：预测会员积分计划的积分负债和失效金额，以支持会计核算。
- Brand P&L Consolidator：按加盟品牌跨国家编制损益表，用于投资组合评审。
- Concession Settlement Calculator：根据销售额、佣金和约定扣款计算专柜合作伙伴的结算金额。
- Reimbursement Claims Reconciler：将药店报销申请与保险公司或医疗服务机构的配药记录进行对账。
- Fuel Margin Tracker：每日对照批发成本和竞争对手油价跟踪燃油毛利。
- Warranty Reserve Calculator：根据索赔历史计算质保准备金和延保计划的收入确认。
- Consignment Accounting Assistant：跟踪二手及合作品牌奢侈品的寄售库存、销售和结算付款。
- Marketplace Seller Payout Reconciler：在每次结算前，将卖家回款与订单、佣金、退货和罚款进行对账。
如何启用它们
- 加载每个代理所需的数据（上传、API，或即将推出的电商平台连接器）。
- 在 ServiceBuddy 控制台中打开 Agent catalog：数据已就绪的代理会显示为可用。
- 安装代理，添加您自己的指令，然后在 Playground 中进行测试。
已上线的 AI Agent Buddies：财务与业绩
即将推出：财务与业绩
财务与业绩
Margin bridgeExplains margin change by price
财务与业绩
Store P&L explainerNarrates store performance drivers.
财务与业绩
Budget vs actual monitorFlags variances and likely causes.
财务与业绩
AP Invoice MatcherMatches supplier invoices to purchase orders and receipts and routes exceptions for approval.
财务与业绩
Receivables CollectorPrioritises overdue receivables and drafts reminders for trade, franchise and wholesale customers.
财务与业绩
Bank Reconciliation AssistantReconciles bank statements against ledgers and card settlements and explains unmatched items.
财务与业绩
Payment Settlement ReconcilerReconciles card, wallet and instalment-provider settlements against sales, fees and chargebacks.
财务与业绩
Budget BuilderBuilds store and department budgets from history, plans and growth targets for review.
财务与业绩
Shrink Accounting AnalystReconciles stock losses to the ledger and splits shrink into known, unknown and administrative causes.
财务与业绩
Store Cash ManagementForecasts store cash needs and plans collections to cut idle cash and transit costs.
财务与业绩
Month-end Close AssistantTracks month-end close tasks, accruals and journals, and flags what is late or missing.
财务与业绩
Internal Audit SamplerSelects audit samples and checks transactions against controls, documenting findings.
财务与业绩
Multi-country VAT and GST PreparerPrepares VAT and GST return workings for each country with reconciliations and rate checks.
财务与业绩
Intercompany ReconcilerMatches intercompany charges between country entities and brands and resolves differences before consolidation.
财务与业绩
FX Exposure MonitorTracks currency exposure from imports, royalties and country revenues and flags hedging needs.
财务与业绩
Loyalty Liability ForecasterForecasts points liability and breakage for the loyalty programme to support accounting.
财务与业绩
Brand P&L ConsolidatorBuilds a profit and loss per franchise brand across countries for portfolio reviews.
财务与业绩
Concession Settlement CalculatorCalculates concession partner settlements from sales, commission and agreed deductions.
财务与业绩
Reimbursement Claims ReconcilerReconciles pharmacy reimbursement claims from insurers or health services against dispensing records.
财务与业绩
Fuel Margin TrackerTracks fuel margins daily against wholesale costs and competitor pump prices.
财务与业绩
Warranty Reserve CalculatorCalculates warranty provisions and protection-plan revenue recognition from claims history.
财务与业绩
Consignment Accounting AssistantTracks consignment stock, sales and payouts for pre-owned and partner luxury goods.
财务与业绩
Marketplace Seller Payout ReconcilerReconciles seller payouts against orders, commissions, returns and penalties before each settlement run.
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