Platform
Agents that work like your best office manager. All of them, at once.
Every SWARM agent owns one recurring back-office job. They share a single normalized database, run on schedules measured in minutes, and queue anything sensitive for human approval. Here's the roster — configured to your business during onboarding.
Metrics · Daily Brief Agent
The Daily AI Executive Brief
Overnight, the brief agent reads everything the rest of the swarm produced — sales pace, reconciliation results, document status, open exceptions — and writes a plain-English memo for your leadership team. Delivered 6:00 AM, every day. Department-specific briefs can follow at whatever times your teams need them.
Exception-first: missing documents, unmatched payments, and overdue items lead the memo.
Explains the "why" behind every number — which transactions, which vendors, which dates.
Ends with an action queue linked directly into the portal.
Revenue MTD
$156.2K
▲ +8.1%
Gross margin
38.4%
▼ −1.2 pts
Receivables > 45d
$12.6K
▲ 2 accounts
Routines completed
11/12
▲ on pace
Agent note
Margin slipped on three large orders shipped at promo pricing (orders 4417, 4423, 4428). Same pattern as the last week of April — worth a word with the sales desk before the weekend.
| Date | Bank activity | Matched to | Amount | Status |
|---|---|---|---|---|
| 06/02 | ACH · Stripe payout | Invoices #2201–2214 | $18,432.00 | matched |
| 06/02 | Wire · Acme Supply Co | PO #8842 payment | $14,479.00 | matched |
| 06/03 | Deposit · counter | Invoice #4423 deposit | $2,500.00 | matched |
| 06/03 | ACH · unknown orig | — no record found | $1,184.50 | flagged |
| 06/04 | Card · service desk | Work order #20917 | $642.18 | matched |
Reconciliation Agent
Every dollar matched. Every variance explained.
The reconciliation agent matches bank activity to invoices, customer payments to receivables, and processor payouts to orders — continuously, not at month-end. Anything it can't match gets flagged the same day with full context.
Three-way matching across bank, accounting system, and operational records.
Penny-accurate: last month, 1,579 transactions matched with $0.00 variance.
Month-end close becomes a review, not a hunt.
Audit · Document Clerk Agent
Paperwork chases that run themselves — with you in the loop.
Missing vendor invoices, unsigned contracts, certificates, titles, compliance documents — when something your business is owed passes its deadline, the Document Clerk drafts a follow-up email, queues it for your approval, and manages the cadence across business days. Every reply is read, summarized, and logged to the record.
Review-queue model: drafts wait for human approval before anything sends.
Business-day-aware cadence with automatic escalation after three unanswered attempts.
Vendor contact directory kept current automatically — handoffs detected from replies.
PO #1307 · Acme Supply Co
18 days overdueChase #1 drafted → vendor billing desk. Subject: "Missing invoice — PO #1307, delivered May 17"
Contract #8810 · Northside Partners
reply receivedVendor replied 4:42 PM: "Signed copy shipped FedEx, ETA Jun 9." Cadence paused. ETA logged to timeline.
COI renewal · Ridge Logistics
escalated3 chases unanswered. Escalation alert sent to ops@ — agent paused pending your call.
Open exposure
$487.3K
Open items
32
Avg days open
23.4
Payment recorded 06/01 with no matching purchase record — possible missed entry.
2 items crossed 45 days open. Payment due Friday: $9,140.
All payouts reconciled. No holds. Status normal on 32/32 open items.
Audit · Exposure Agent
Your credit lines, inventory, and aging — audited every 15 minutes.
Whatever your business carries — a credit line, financed inventory, consignment stock, open work orders — the exposure agent syncs with the source system and cross-checks every item against your records. Items that exist in one system but not the other, aging past thresholds, payments coming due: caught automatically.
Live exposure, item counts, and aging — trended over time for your lender and vendor conversations.
Payment calendar so scheduled obligations never surprise your cash position.
Item-level cross-checks between the lender or vendor system and your own records.
And the rest of the swarm
Workflow, claims, sales activity — covered.
Workflow monitoring
Daily routines and task hubs per team and location. The swarm knows what's supposed to happen each day — deposits logged, orders processed, files completed — and reports what didn't happen, same day.
Claims & disputes audit
Warranty claims, chargebacks, and disputes tracked from submission to resolution. Short-pays, denials, and stale items surface automatically instead of dying in someone's follow-up folder.
Sales & activity tracking
Month-to-date boards, transaction-level margin, rep activity, and pace-vs-target — live from your systems, the same numbers in the brief, the dashboard, and the month-end pack.
Proven first in automotive retail — one of the most reconciliation- and paperwork-heavy industries there is — and configured to your industry's systems and vocabulary during onboarding.
Watch the swarm run on live data.
Bring your stack to a 30-minute demo and we'll map every agent to your business.