Recognized revenue on the P&L is $18,400 under what Stripe billed and the bank received this month, concentrated in Northwind Logistics. Worth reconciling before you close.
How an agent works
An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.
You stay in control
An agent does what you'd do, and only what you've authorized.
The same trusted numbers
It acts on the same governed metrics as your dashboards, and every action is logged and traceable.
You approve anything that writes
It alerts and recommends on its own; anything that changes data is yours to approve.
Try it on a test channel first
Point a new agent at a throwaway channel and watch its judgment before it touches anything real.
No false alarms
It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.
What you can put an agent on
Tie your recognized revenue to billings and the bank
It reconciles the recognized revenue on your Income Statement against what Stripe billed and what actually landed in the bank, and flags the gaps before close, so the revenue on your board deck is a number you can defend. You're never explaining a discrepancy you found too late.
Catch aging receivables before they slip
When a top customer's balance crosses into 60 or 90 days past due, it tells you who, how much, and against which open invoices, and lines up the collections nudge for you to approve, so the cash doesn't quietly age out of reach.
Watch cash, burn, and runway before the board asks
It tracks net burn against the cash on your Balance Sheet and the movement in your Cash Flow, and tells you when the trend shifts the runway you've been reporting, so you walk into the board meeting already knowing the number, not finding it there.
Run any Python it needs to get the job done
Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: pull a Tracking Category breakdown, reshape a Budget vs actuals view, call an API, or wire into your own tooling. The action space is yours to define.
Why not just build it yourself?
You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:
- →The cross-source join: not one tool's data, but it reconciled against the rest of your stack
- →A trusted, consistent metric: the same number your dashboards use
- →The investigation into why, when something fires
- →A full audit trail of everything it did
- →The upkeep, when the schema drifts or the script breaks at 2am
The data it works from
Every Quickbooks object, modeled and query-ready the moment you connect.
It runs on your real QuickBooks file (the manual journal entries, the miscategorized expenses, the class splits and all), not a tidy demo.
Where it acts
Slack
A message in the channel you choose, with the context and a button to act on it.
A summary in the inbox of the people who need to see it.
Webhook
A payload to your own systems, to wire the agent into whatever you already run.
Warehouse write-back
A flag written back to your warehouse for everything downstream to pick up.
Hand off to Fi
Kick the question to Fi to investigate the why and propose the fix.
MCP
Expose it to your own agents and tools over MCP, and drive it from your stack.
Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.
Build your agents with Fi
Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.
Fi
Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.
Meet Fi →Agents
The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.
Autonomous agents →Get started
- 1Connect Quickbooks, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
- 2See the numbers tie out to what you already trust.
- 3Put an agent on one thing you can't afford to miss. Fi helps you build it.