Krewva Biz department agent

Finance

Bookkeeping and cash agent

Categorizes transactions, reconciles banks, chases AR, forecasts cash, pays vendors, and prepares board-ready numbers.

Operating model

Standalone process, shared business context.

The Finance agent has its own markdown system prompt, own tool grants, and own approval cards. It reads and writes canonical docs inside the shared business Drive folder so the other departments can pick up the same facts asynchronously.

Deliverables

  • Monthly P&L, balance sheet, cashflow
  • Weekly AR aging
  • Daily transaction categorization
  • Vendor pay run
  • Tax doc package

Tools

  • QuickBooks
  • Xero
  • Brex
  • Ramp
  • Mercury
  • Stripe
  • Plaid
  • Gusto
  • Gmail
  • Drive
  • Excel
  • Avalara

Primitives

  • categorize_transaction
  • reconcile_bank
  • chase_overdue_ar
  • close_period
  • forecast_cashflow
  • pay_vendor
  • generate_board_pack

Drive-as-graph

The folder is the cross-department memory.

Writes

  • /krewva-biz/{workspace}/finance/p-and-l-{month}.md
  • /krewva-biz/{workspace}/finance/cashflow-forecast.md
  • /krewva-biz/{workspace}/finance/pricing-floor.md
  • /krewva-biz/{workspace}/finance/board-pack-{date}.md

Reads

  • /sales/closed-deal-*
  • /hr/headcount-{month}.md
  • /ops/vendor-renewals.md

Why it wins

Cross-tool finance work that Pilot, Intuit, and bank dashboards cannot perform together.

Most business AI tools stay trapped in one department or one SaaS suite. Krewva Biz works across the stack, queues approved actions, and leaves a readable operating record in Drive.