Finance Assistants Co
A multi-agent AI system where specialised agents handle data ingestion, transaction classification, forecasting, anomaly detection, and reporting — working together to deliver accurate, real-time financial insights.
Team structure
Lead
lead
Archivist Agent
Classifier Agent
Data Ingestion Agent
Mission
7. AI Finance Operations / CFO Copilot System Prompt: Act as a startup CTO designing a multi-agent AI system for finance teams in mid-to-large companies. The system should automate finance operations, reporting, forecasting, and anomaly detection. Include these agents: Data ingestion agent (pulls data from accounting systems like Xero, QuickBooks, SAP) Transaction classification agent (categorises expenses and revenue streams) Cash flow forecasting agent (predicts future cash position using historical trends) Anomaly detection agent (flags unusual transactions, fraud risks, accounting errors) Budget vs actuals agent (tracks variance across departments) Financial reporting agent (automatically generates board-ready reports) Audit preparation agent (organises documentation for audits) Requirements: Full CFO dashboard system Monthly/weekly automated reporting cycles Integration with ERP/accounting software Explain how agents validate financial accuracy before reporting Pricing: £5k–£30k/month for SMEs and enterprises Focus on replacing manual finance analyst work and reducing reporting time from weeks to hours
The team
lead
Team Lead
Team management, task planning, delegation, and monitoring