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E-commerce & FinanceNew1 day GDPR-ready

Finance Manager AgentMonitors cash flow, tax deadlines, payment reconciliation and invoice reminders.

The Finance Manager Agent keeps your company numbers under control. It reconciles income and expenses, prepares polite reminders for outstanding payments and gives you a clear view of liquidity without sprawling spreadsheets.

For SMBs, freelancers and store managersBuilt for GDPR-aware business workflows

—

Reconciliation

in/out

—

Reminders

after approval

—

Cash report

monthly

—

Due alerts

open invoices

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Works withStripeQuickBooksGoogle SheetsSlack

Recommended skills for this agent

Skills are procedures the agent loads only when the request matches. Every skill still stays within the permissions of the connected integrations.

0 active skills

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

Quotes & Finance

Recommended4

Generate quotes and manage accounting

Finance Manager handles accounting and invoices

See details .zip

Missing integrations

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

GmailGmailGmail sends quotes and remindersConnect in 2 minutes
Google SheetsGoogle SheetsSheets keeps the tax deadline calendarConnect in 2 minutes

  • Quote Calculation

    Medium

    Gathers requirements and computes the quote with taxable amount, 22% VAT, and discounts. Use when the customer asks for a quote.

  • Document Generation

    Medium

    Generates the formal document (Word/PDF) from the company template. Use after quote calculation.

  • Reconciliation

    High

    Reconciles income and expenses by matching invoices against bank movements. Use at month end or on balancing request.

  • Tax Deadline Calendar

    High

    Manages tax deadlines and prepares reminders. Use for periodic deadline monitoring.

E-commerce Operations

Compatible5

Manage catalog, orders and inventory

Finance Manager analyzes sales metrics

See details .zip

Missing integrations

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

WooCommerceWooCommerce provides catalog and ordersConnect in 2 minutes
ShopifyComing soonThe integration is not available yet: the agent still prepares the work and exports it, without writing to the app.

  • Catalog Search

    Low

    Searches products in the catalog and generates cart links. Use when the customer asks about products, availability, or prices.

  • Order Tracking

    Low

    Checks order status and provides tracking. Use for requests like 'where is my order' or shipping updates.

  • Discount Management

    Medium

    Handles discount codes and promotions. Use for discount or promotion requests; requires approval for discounts above 20%.

  • Stock Alert

    Low

    Monitors stock levels and generates reorder forecasts. Use to alert when a product falls below the minimum threshold.

  • Sales Summary

    Low

    Generates a daily, weekly, or monthly sales report with key metrics and change versus the previous period.

Reports & Decisions

Compatible6

Data analysis and strategic decisions

Finance Manager uses financial data

See details .zip

Missing integrations

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

Google SheetsGoogle SheetsSheets is the primary data sourceConnect in 2 minutes

  • KPI Report

    Low

    Generates the weekly or monthly KPI report with key metrics and trends. Use for the weekly or monthly cadence.

  • Period Comparison

    Low

    Compares one period's data against the previous one, analyzing changes and anomalies. Use to understand what changed.

  • Anomaly Detection

    Low

    Detects data anomalies and proposes checks. Use when a number deviates from the norm.

  • Strategic Priorities

    Low

    Turns data into strategic priorities with estimated impact and cost. Use to decide where to invest time.

  • Executive Summary

    Low

    Summarizes data for the owner in plain language, no jargon. Use for the weekly briefing.

  • GA4 Traffic Report

    Low

    Reads traffic, top pages and conversions from Google Analytics and explains them in plain language. Use for the weekly site check.

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