Slimbot
AI Agents
Finance Agent
Control over your figures without drowning in the numbers.
What is Finance Agent?
The Finance Agent analyses your financial data and translates it into clear insights and overviews. This way you quickly see how your business is doing, without having to wade through spreadsheets yourself.
How does it work?
- You connect your financial sources, for example Excel overviews or exports.
- You indicate which insights are important to you, such as revenue, costs or margins.
- The agent analyses the figures and provides clear summaries.
- You ask questions in plain language and get an immediate answer with supporting evidence.
Use cases
Business owner who wants to quickly see where money is leaking each month.
Retailer who wants to compare sales and stock figures by period.
Service provider that wants to view profitability per client or project.
Business that wants to monitor outstanding invoices and cash flow.
Benefits
- Insight into your figures without needing a financial background.
- Spot opportunities for improvement or savings more quickly.
- Questions about your figures answered in plain language.
- Better-informed decisions based on your own data.
Frequently asked questions
Does this replace my bookkeeper or accountant?
No. The agent helps you understand the figures and spot trends. Your accountant remains responsible for the official administration and returns.
Are my financial data safe?
Yes. Your data are processed on our own Dutch infrastructure, according to strict privacy and security requirements.
Do I need to supply my figures in a specific format?
No. The agent works with common sources such as Excel files and exports from your accounting package.
Also within AI Agents
Deploy Finance Agent for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.