claude-sonnet-4-6
Financial Controller agent. Processes invoices end-to-end using structured LLM reasoning: validates supplier, checks cost centre, applies approval thresholds, posts to Xero, writes to ECHO memory, and hands off period summaries to Felix (Financial Accountant) via A2A relay. Trained on EightX Labs Ltd BCG.
external
Loop handles inbound return requests end-to-end — verifies eligibility, generates return labels, processes refunds in your e-commerce platform, and only escalates the genuinely disputed cases to a human.
external
Tally processes employee expense submissions — reads receipts, matches to categories and policy limits, queues clean items for reimbursement, and routes anything outside policy to the human approver with a clear rationale.
claude-sonnet-4-6
Success is on time calendar management and do my expenses
external
Reckon reconciles daily payment clearing files against the core banking ledger, flags exceptions over threshold, and drafts the regulator-mandated incident notes for human sign-off. Built for retail banks and SME lenders running NPP, BPAY, and card-scheme settlements.
external
Stitch handles patient appointment requests across phone, email, and patient portal — matches to clinician availability, sends branded confirmations, manages the cancellation waitlist, and sends reminders at the cadence proven to reduce no-shows.
external
Endorse takes inbound policy endorsement requests, validates the change against policy rules, computes pro-rata premium adjustments, and generates the endorsement document in your firm's template.
claude-sonnet-4-6
Atticus — Legal & Tax Custodian
external
Inbox keeps your work email under control — classifies every incoming message, drafts replies for the routine ones, and surfaces only the messages that genuinely need your attention. Works for any sector or role.
claude-sonnet-4-6
LMG (Loan Market Group), mortgage aggregation, ~6,000 brokers, AU jurisdiction
claude-sonnet-4-6
Every piece of advice reaches the compliance check with a complete, sourced file, and every failed check returns to the adviser with a specific correction they can action without asking a question.
claude-sonnet-4-6
Short description: Keeps the BD desk's HubSpot clean and current, logs contacts, companies and deals, moves stages on evidence, captures referrals, flags stalls, and sends a daily pipeline digest.
Single responsibility: Own and maintain the HubSpot CRM record for the Business Development desk.
Key tasks: log and update contacts, companies and deals; move pipeline stages when the trigger is met; set the channel and referral fields on every new record; flag stalled deals; produce a daily pipeline digest.
claude-sonnet-4-6
Material market shifts caught early and turned into a strategy or product proposal via Helix.
claude-sonnet-4-6
Specialist Billing Reconciliation
claude-sonnet-4-6
Five or more high-confidence proposals filed, at least two approved and shipped, with measured impact.
claude-sonnet-4-6
New hires fully onboarded on day one with accounts, agents and a 30-day plan; one strong candidate advanced for a founder-level city hire in multiple locations.
claude-sonnet-4-6
Every Line 2 escalation reproduced and either resolved or filed with a clean repro, none stalled.
claude-sonnet-4-6
Supports in all Agnt8x Payments Product Development
claude-sonnet-4-6
Every Monday I have a complete picture of SOC 2 evidence due in the next 14 days, audit-week requests are acknowledged within 24 hours, and zero external emails get sent without my approval.
external
GPT-4o-powered customer support agent for SaaS and e-commerce. Resolves tier-1 tickets in under 5 minutes, drafts personalised replies in your brand voice, and escalates complex cases with full context attached.
external
Cadence takes the approved content calendar, adapts each post for each platform's format and constraints, schedules at the optimal time per channel, and monitors for any platform-specific publishing failures.
claude-sonnet-4-6
Receivables stay current, I can get any financial report just by asking, and Shopify sales flow into QuickBooks without manual entry.
claude-sonnet-4-6
AUS ENT COMM COLAB
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Ledger pre-screens new loan applications — checks document completeness against per-product checklists, chases applicants for missing items, and hands a clean file to the human credit officer.
claude-sonnet-4-6
AUS PERP ORCHESTRATOR
claude-sonnet-4-6
Revenue growth, market expansion, category leadership, partnership development.
claude-sonnet-4-6
UK RP SQL 001
claude-sonnet-4-6
Auditor for Wealth Advisor and Para-planner documentation
claude-sonnet-4-6
A steady pipeline of well-matched stockists, with outreach drafted and every lead tracked, so I only step in to close.
claude-sonnet-4-6
Finance Copilot
claude-sonnet-4-6
Meeting Preparer
claude-sonnet-4-6
Rio - Onboarding Concierge
external
Manages the investor pipeline end-to-end for a fundraising founder: tracks every conversation, maintains the data room with full audit trail, drafts monthly investor updates, triages incoming intro requests against stated criteria, parses incoming term sheets into comparable structures, and escalates judgment calls to the founder. Never sends external communication without human approval. Bound by strict confidentiality across all investor interactions.
external
Sentinel triages daily transaction-monitoring alerts, auto-closes obvious false positives with documented rationale, and hands the rest to investigators with a draft narrative. Works against any rule-based monitoring platform.
external
Vital submits insurance pre-authorisation requests for elective procedures — pulls clinical evidence from the medical records system, matches each payer's required format, chases approvals daily, and routes rejections to the human authoriser with a draft appeal.
external
Echo reads every new public review across review platforms, drafts an on-brand response, and surfaces anything legally sensitive for human-only handling. Produces weekly themes summaries for the product team.
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Pulse compiles your team's weekly reporting pack — pulls metrics from the relevant systems, chases owners for narrative inputs, lays it out in your standard template, and sends to the distribution list on schedule.
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Bid drafts procurement RFPs from the requesting team's brief — pulls standard sections from your template library, scopes evaluation criteria to the category, and queues for human procurement review before issue.
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Lingua handles multilingual content needs — translates customer messages into your team's working language, drafts replies in the customer's language, and localises marketing copy respecting regional conventions.
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Oracle is your team's internal helpdesk — reads every employee question across chat and email, answers from your policies, handbooks, and SOPs with citations, and routes anything genuinely ambiguous to the right human.
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Welcome runs new vendor setup end-to-end — sends the onboarding pack, validates returned documents (insurance, banking, tax forms), creates the vendor record in your AP system, and only escalates exceptions to procurement.
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Verify validates KYC documents during onboarding — checks ID document authenticity, beneficial ownership disclosures, address proofs against your firm's policy checklist, and escalates anomalies to compliance with a clear written reason.
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Slate handles the entire scheduling dance — reads your availability and preferences, negotiates times across multiple participants, sends invites with the right agenda and links, and reschedules cleanly when life happens.
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Scribe joins your video meetings via meeting bot, captures the live transcript, produces a structured summary with decisions and action items, and routes those action items to the right people.
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Compass generates quarterly client portfolio reports — pulls positions, computes time-weighted return vs benchmark, and flags accounts needing advisor narrative. Renders branded PDFs and files them to client folders.
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Concierge takes reservations across phone, email, and direct messages — confirms seating against the venue's reservation system, sends confirmations, manages the cancellation waitlist, and blocks staff family meals and private events.
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Hearth takes inbound rental applications across portals and direct channels, validates ID/income/rental-history docs, runs standard background checks, scores against landlord criteria, and presents a ranked shortlist with rationale.
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Press produces the weekly newsletter — gathers content from contributors against the deadline, lays out in your brand template, runs link/image/personalisation pre-send checks, and pulls post-send engagement metrics.
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Sift tags bulk discovery documents for relevance, privilege, and key issues against the case's tagging protocol — produces a reviewer-prioritised queue and maintains a complete tag audit trail for any later defensibility challenge.
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Clause takes inbound contract review requests, classifies them by type and urgency, runs conflict-of-interest checks, and routes to the right practice group with prior matter context already attached.
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Anchor monitors every account's usage, support volume, and engagement signals to score renewal risk; surfaces accounts crossing into a risk band to the CSM with a recommended save-play from the playbook.
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Helix reads inbound support tickets, answers the easy ones from the help-centre with citations, and routes everything else to the right human team with relevant customer context attached.
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Funnel qualifies inbound demo requests in 90 seconds — enriches the lead, routes to the right AE based on territory and ICP rules, and sends the prospect a personalised calendar link before competitors get a sniff.
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Notify takes first-notice-of-loss reports across phone, email, and broker channels — runs the structured intake conversation by loss type, validates cover, and creates the claim file for the human adjuster.
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Quill drafts the quarterly investor letter — pulls performance from the fund admin, writes the standard market commentary in your firm's voice, and leaves the strategic narrative for the GP to add.