Features
Bank reconciliation agent
Payroll reconciliation agent
Intercompany reconciliation agent
Credit card reconciliation agent
Multi-source reconciliation agent
Custom Blueprint creation via chat
Pre-built Blueprints for common workflows
Excel template integration (your formats)
Document extraction and processing
Data transformation and matching
Audit trail and version control
Deterministic locked logic (not a prompt)
Zero data retention after task
Private data isolation per client
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
