Finance · AI agents
AI agents for finance and bookkeeping Invoices out, payments chased, books in sync.
Agents that draft invoices and payment reminders, check expense claims, track month-end close and keep payments and your CRM in step, with a person signing off.
- 9 agents, 6 available now
- One-time prices
- Your own AI key
Finance agents
- Finance
Bookkeeping & Finance Agent
Categorizes every transaction against your chart of accounts and sends the unclear ones to your bookkeeper.Available now$129 one-timeIncluded in EnterpriseDetails - Finance
Invoice & Quote Generator
Turn a one-sentence request into a checked invoice or quote, emailed after your approval.Available now$59 one-timeIncluded in EnterpriseDetails - Finance
AR Follow-Up Drafts
Weekly: reads your AR aging sheet and drafts friendly, firm or final reminders — nothing is sent until you approve the batch.Available now$99 one-timeIncluded in EnterpriseDetails - Finance
Payment → CRM Sync
Each QuickBooks payment logged on the right HubSpot company and deal, optionally moved to your paid stage, and posted to #wins.Coming soon — waiting for QuickBooks Online approval$79 one-timeIncluded in EnterpriseDetails - Finance
Month-End Close Tracker
During close, every weekday: reads your Notion close checklist and posts who's late, what's blocked and what's left to Slack.Available now$99 one-timeIncluded in EnterpriseDetails - Finance
Expense Claim Checker
Checks each expense claim against your written policy, gets the manager's approval, logs it to your sheet and tells the employee in Slack.Available now$89 one-timeIncluded in EnterpriseDetails - Finance
Won Deal → Stripe Invoice
When a HubSpot deal is won, prepares the Stripe invoice for your approval, then creates, finalizes and sends it and notes it on the deal.Coming soon — waiting for Stripe approval$99 one-timeIncluded in EnterpriseDetails - Finance
Software Spend Audit
Monthly: finds overlapping tools, unused seats, upcoming renewals and price rises in your subscriptions, and asks owners “still need it?”.Available now$99 one-timeIncluded in EnterpriseDetails - Finance
AR Follow-Up Drafts for Microsoft Excel
Weekly: reads your AR aging table in Excel and drafts friendly, firm or final reminders, sent only after you approve the batch.Coming soon — waiting for Microsoft Excel approval$99 one-timeIncluded in EnterpriseDetails
Low risk by design
See it work before you rely on it.
Every agent here is an ordinary workflow: you can read each step before buying, test it with Dry Run, and change anything once it's yours.
Pay once. It never renews.
Each agent costs $49–$249 one-time per workspace, with no subscription on top. Pro includes 2, Business includes 2, Elite includes 5 and Enterprise includes all of them.
Dry Run before it goes live
Dry Run plays every step on sample data with simulated AI and app calls: no AI cost, nothing sent, nothing changed in your apps.
People approve what matters
117 of the 175 agents include a step where a person approves before the agent acts, and every agent's page lists what it does on its own and what it doesn't do.
Your own AI key, at cost
Agents run on the AI provider key you connect (any of 14 providers). Your provider bills you directly; we add no markup.
Other industries
Agents for other kinds of work.
- Sales12 agents
- Marketing10 agents
- Customer Support10 agents
- Operations28 agents
- Content3 agents
- Analytics2 agents
- Developer3 agents
- Banking & Compliance5 agents
- Healthcare & NEMT3 agents
- Real Estate & Property6 agents
- Legal3 agents
- Freight & Logistics5 agents
- Field Services7 agents
- Recruiting & Staffing5 agents
- E-commerce & Retail5 agents
- Hospitality & Events6 agents
- Education & Training5 agents
- Nonprofit6 agents
- Construction & Trades3 agents
- Insurance Agencies3 agents
- Fitness, Wellness & Salons3 agents
- Professional Services5 agents
- Automotive5 agents
- Community, Faith & Civic7 agents
- Creators & Studios6 agents
- SaaS & Startups4 agents
- Farms, Food & Beverage3 agents
- Pet Care3 agents
FAQ
Questions about agents, answered.
What is a ready-made AI agent?
A finished workflow for one job, built on the Fluxo Flow canvas: the trigger, the AI steps and their prompts, the app actions and any approval steps are already wired. You connect your apps and AI key, fill in a few settings (such as a Slack channel or your own policies), Dry Run it and switch it on. Every step stays editable.
How much does an agent cost?
Each agent has a one-time price per workspace, $49–$249 one-time. It never renews. Pro includes 2, Business includes 2, Elite includes 5 and Enterprise includes all of them.
Do I need a paid plan?
To buy an agent and run it live, yes: paid plans start at Basic ($39/mo). You can create a free account first, look at every agent in the app and build and Dry Run your own workflows on the Free plan.
Which AI model does an agent use?
The provider you connect, on your own key: OpenAI, Anthropic, Google Gemini and 11 more. Your provider bills you for usage at its own price. Agent prices include no AI usage and we add no markup.
What does “Coming soon — waiting for approval” mean?
The agent is built and tested, but an app it needs isn't live in Fluxo Flow yet, usually because we're waiting for that vendor to approve our integration. It can't be bought until then, and it becomes available on its own once the app goes live.
Can I change what an agent does?
Yes. Setting up an agent creates an ordinary workflow in your workspace, so you can edit prompts, add or remove steps and change where results go. A setup checklist above the canvas shows what's left before it can go live.
Can I get a refund on an agent?
Agent purchases are one-time and aren't covered by the 30-day money-back guarantee, which applies to the first payment of a paid plan. That's why each agent's page shows its steps, the apps it needs and what it doesn't do before you buy. The Refund & Cancellation Policy has the details.
Hand the busywork to an agent built for finance and bookkeeping.
Create a free account, no credit card. Pick an agent, see exactly what it does, and run it live on a paid plan with your own AI key.