A back office that keeps up with your business
Custom AI agents, managed by Covey experts, take over the manual data entry and tedious processes in finance and operations, so your team can focus on judgment and strategy.
CG Landscape now runs its contract renewals 6x faster.
Annual contract renewals
Thousands of contracts renewed by hand every year, with 2 interns and senior VP time.
No interns to hire, and a documented process that gets faster each year.
Built around your business
Every engagement starts by mapping your data sources, systems, and processes. Like a new employee, our agents adapt to how your business already works. Your back office agents learn your systems, your data, and your approval rules before they touch a single number. The use cases below are examples, and every team is custom built.
Analyst
Analyzes your financial data.
Forecaster
Maintains an up-to-date forecast.
Accounts Receivable
Proactively helps you collect.
Renewals
Runs your contract renewal cycle.
Operations
Tracks inventory and pricing.
Custom Agent
There is no limit to the number of agents.
Finance
Accounts receivable
Our agents run your daily receivables process end to end, including reading and entering handwritten checks. One client got 2 to 3 hours back every morning.
Cash flow forecasting and management
Our agents pull financial and sales data from every system you run and maintain a live cash flow forecast, replacing the version a fractional CFO updates every two weeks. The same approach can manage your P&L.
Budgeting and renewals
Anywhere heavy data lives in spreadsheets, from budget cycles to contract renewals, our agents catch the inconsistencies and edge cases a person reviewing by hand would miss. One client now runs its annual renewal cycle 6x faster.
Business Operations
Inventory management
With hundreds or thousands of SKUs, no one person can track where inventory sits or which SKUs are broken or inconsistent. Our agents keep the full picture current.
Product and pricing consistency
Your products live across the internet, and bots are crawling them. Our agents find every missing specification, dimension, and inconsistency, fill the gaps, and coordinate pricing changes across marketing and finance during promotions.
Document review at scale
When you have thousands of tenant contracts, insurance policies, or applications to review, our agents work through the full set and carry out your objectives on every one.
In your Slack
How many bills do we have outstanding?
You have 7 bills outstanding, totaling $30,000. Three of them are overdue.
- Anchor Freight · $9,400Due 5 days ago
- Northlake HVAC · $7,200Due 12 days ago
- Sable & Grove Legal · $6,300Due today
- + 4 more$7,100 total · Due in the next 14 days
Can you pay those off and send me the cash flow forecast when it's done updating?
The 7 payments are ready to go. Payments need sign-off from your team and ours, so confirm below and I'll send them. I'll drop the refreshed cash flow forecast in your DMs the moment it's updated.
- Covey finance leadApproved just now
- YouWaiting for your confirmation
Intelligence
Our agents analyze your revenue data continuously, identifying pockets of opportunity and the seasonality patterns that hit your business, so you can prepare for what's next. Those insights feed directly back into the work above.
- “Which bills are overdue?”
- “What does cash flow look like next quarter?”
- “Which SKUs are inconsistent?”
- “Where is revenue seasonal?”
Build your back office department
Book a planning session. Tell us where manual work is piling up, and we'll show you which agents can take it over.