BeFinance Agent
Choose an example and watch BeFinance Agent prepare it from the sample workspace. Everything it prepares waits for your review. The examples run on their own, so they don’t change the requests in this demo.
Try a request
Interactive demo. No real transactions are performed.
- Request, completed
- Preparation, completed
- Your review, in progress
You
Summarize my recent transactions.
BeFinance Agent · Ready for your review
- Collected 6 transactions from Oct 20 to Oct 24, 2026
- Grouped them by status
- Totaled completed money in and out
Here’s a summary of your 6 most recent transactions: 4 completed, 1 pending, and 1 payment waiting for your review—it hasn’t been sent.
Transaction summary
Transactions · Oct 20–24, 2026
- Money in, completed
- $13,140.00
- 2 transactions
- Money out, completed
- $3,399.00
- 2 transactions
- Needs your review
- $4,280.00
- 1 payment · not sent
| Date | Details | Amount | Status |
|---|---|---|---|
| Oct 24 | Halden Supply Co. Supplier payment · INV-0412 · not sent | −$4,280.00 | Awaiting your review |
| Oct 23 | Corvel Logistics Refund received · REQ-2046 | +$640.00 | Completed |
| Oct 22 | Aster & Vale Client payment · Invoice 1093 | +$12,500.00 | Completed |
| Oct 22 | Northgate Properties Office lease · October | −$3,150.00 | Completed |
| Oct 21 | J. Moreno Contractor payment | −$1,800.00 | Pending |
| Oct 20 | Software subscription Monthly plan | −$249.00 | Completed |
Halden Supply Co.
−$4,280.00
Oct 24 · Supplier payment · INV-0412 · not sent
Awaiting your reviewCorvel Logistics
+$640.00
Oct 23 · Refund received · REQ-2046
CompletedAster & Vale
+$12,500.00
Oct 22 · Client payment · Invoice 1093
CompletedNorthgate Properties
−$3,150.00
Oct 22 · Office lease · October
CompletedJ. Moreno
−$1,800.00
Oct 21 · Contractor payment
PendingSoftware subscription
−$249.00
Oct 20 · Monthly plan
Completed
Read-only summary. Nothing was changed.