Agents › Operations
Financial Cents Task and Deadline Agent
Each morning it checks your open tasks and due dates in Financial Cents, sends notices to clients and staff before each deadline, and tells you right away when work is running late. You catch late work before the client asks.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Checks open tasks and due datesevery morning
- ✓Sends deadline notices to clients and staffahead of each date
- ✓Flags late work to the ownerright away
Late work gets caught before the client asks.
Financial Cents
Outlook
Microsoft TeamsHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Checks open work every morning
It reads each open project, task and client request in Financial Cents, with its due date and who owns it.
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Sorts what's coming up
It finds the work due soon, the client requests still waiting on the client, and anything past its date.
Reminds clients ahead of the date
Clients who still owe you documents get an email from your firm's mailbox before the deadline, with what is missing.
Reminds your staff
Each staff member gets a message in Teams with the tasks due soon that are theirs.
Flags late work to the owner
Work past its date goes to the owner right away in Teams: the client, the task, who owns it and how late it is.
Keeps the record
It adds a client note in Financial Cents for each reminder it sent, so your team sees what went out.
What you get
You hear about a late task the morning it slips, not when the client calls.
Clients get a notice before each deadline, without your team writing each email.
Nobody scrolls through open tasks each morning to see what is due.
What this looks like at your business
Open work checkedOpen tasks and due dates checked each morning.
Designed for accounting and bookkeeping firmsClient remindersClients get a notice before each deadline, from your mailbox.
Designed for accounting and bookkeeping firmsLate workLate work sent to the owner with who owns it and how late it is.
Designed for accounting and bookkeeping firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Financial Cents Task and Deadline Agent follows your process, your rules and your software, not a template.
How many days before each deadline, how many reminders, and how long before late work goes to the owner.
The emails clients get and the messages staff get, written the way your firm talks.
Financial Cents, Outlook and Teams today. If you use Karbon, Gmail or Slack, your version works there.
The owner, a manager, or the lead on each client. You set who gets told.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Builds each new client's project and task list the day they sign, which the Task and Deadline Agent then checks every morning.
New clients start without anyone setting them up.
See this agent →
Checks finished work against each client's plan and builds the invoice, once the work the Deadline Agent tracks is done.
Bills go out on time, and late payers get caught.
See this agent →Built for
Book a 15-minute call
Get your version of the Financial Cents Task and Deadline Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Financial Cents Task and Deadline Agent
Is my customers' information safe?
Yes. The agent reads only the tasks, due dates and contacts it needs, in your own Financial Cents and Microsoft 365 accounts. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my tasks?
No. It reads your tasks and due dates and adds a note for each reminder it sends. Moving a date or closing a task stays with your team.
Can it follow the way we work?
Yes. Your version reminds the people you want, on your timing, in your words. We set that up with you after the call.
Which Financial Cents plan do I need?
The Scale plan, which includes API access. The firm owner makes the token.
Can I turn it off?
Yes. Delete its token in Financial Cents and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.