- Treasurer’s copilotAgent
Gathers the invoice, the contract and the delivery note, prepares the case and drafts the proposal for the decision.
ReadAdviseDraftRecordExecuteChecked by: Checker - CheckerAgent
Runs the checks you set on every case and names the source of each result.
ReadAdviseDraftRecordExecuteChecked by: The person who decides - A personPerson
Sees the case already prepared, checked and challenged, and decides with one button. Can return it with a comment.
- Decision logSystem
Keeps who decided, when, on what grounds and from which sources, and what each agent prepared.
What always goes to a person
- Anything that moves money, signs or commits the company
- Anything sent outside the company
- Any case an agent hands back because it cannot finish or is unsure
Rights in the pilot
Agents only read, advise and draft. Recording and execution stay with people. An agent earns more rights step by step, through a record of approved work, and each step up is a person’s decision.
Built from your answers by simple rules, not a promise. Yours to edit and share.