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BeFinance Agent

Ask for what you need. Review what it prepares.

BeFinance Agent answers questions about your requests and transactions, reviews the information in your workspace, and prepares tasks for you to check. Nothing moves forward until you confirm.

Interactive demo

Try it with sample data.

Choose one of three requests and watch the agent prepare it. The demo uses illustrative data, and nothing is sent.

BeFinance Agent

Interactive demo

Try a request

Interactive demo. No real transactions are performed.

  1. Request, completed
  2. Preparation, completed
  3. Your review, in progress

  1. You

    Summarize my recent transactions.

  2. 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

  • Halden Supply Co.

    −$4,280.00

    Oct 24 · Supplier payment · INV-0412 · not sent

    Awaiting your review

  • Corvel Logistics

    +$640.00

    Oct 23 · Refund received · REQ-2046

    Completed

  • Aster & Vale

    +$12,500.00

    Oct 22 · Client payment · Invoice 1093

    Completed

  • Northgate Properties

    −$3,150.00

    Oct 22 · Office lease · October

    Completed

  • J. Moreno

    −$1,800.00

    Oct 21 · Contractor payment

    Pending

  • Software subscription

    −$249.00

    Oct 20 · Monthly plan

    Completed

Read-only summary. Nothing was changed.

How the agent works

From your request to your review.

Every request to BeFinance Agent follows the same sequence, the one in the demo’s progress bar. Each part has a clear owner, so you always know whether the agent is working or the next move is yours.

  1. Request

    You

    Ask in plain language, or start from a request in your workspace. The request stays attached, so the agent works from the right record.

    In the payment example

    “Prepare a payment for my review.”

    REQ-2051 · Supplier payment · Halden Supply Co.

  2. Preparation

    BeFinance Agent

    The agent gathers what the task needs and lists each step it took, so you can see where every detail comes from.

    In the payment example

    • Found invoice INV-0412 for $4,280.00, due Oct 31, 2026
    • Confirmed it matches purchase order PO-1187
    • Used the payee details already on file

  3. Your review

    You

    The result comes back as a summary, a checklist, or a draft. Check it, change what’s needed, and decide. Until you confirm, nothing is sent.

    In the payment example

    Payment draft

    REQ-2051 · Supplier payment

    Draft · Not sent

    Nothing is sent until you confirm.

What it helps with

From a quick question to a prepared payment.

BeFinance Agent works with the requests, documents, and transactions in your workspace. You ask; it does the groundwork and shows you the result.

  • Questions about requests and transactions

    Ask what’s pending, what’s been completed, or what needs a decision, in your own words.

    What you get: A clear answer or a read-only summary, such as your recent transactions grouped by status.

  • Reviewing information

    The agent checks a request’s documents and details and tells you what’s done, what’s outstanding, and why.

    What you get: A checklist with a suggested next step for each open item.

  • Preparing requests and tasks

    Describe a task, such as a supplier payment, and the agent fills in the details from your workspace: payee, invoice, amount, and date.

    What you get: A draft with every detail visible, waiting for your review.

  • Organizing next steps

    It points out what’s waiting on you and what’s waiting on someone else, and drafts follow-ups when a document is missing or unreadable.

    What you get: Suggested next steps, and follow-up drafts that are never sent on their own.

What stays with you

The decisions stay yours.

BeFinance Agent does the groundwork. The same three rules apply to every task it prepares.

  • Nothing runs on its own.

    The agent prepares and suggests. It doesn’t pay, send, or change anything by itself, and every task stops at your review.

    Product demo with sample data: BeFinance Agent suggests drafting a follow-up that asks Larkfield Studio for a clearer proof of business address for REQ-2049. You can accept or dismiss the suggestion; nothing happens until you do.

  • Drafts stay drafts.

    Follow-ups and payments the agent prepares are marked “Draft · Not sent”. Preparing a draft never sends it.

    Product demo with sample data: the first of two follow-up drafts to Larkfield Studio, about the proof of business address, marked “Draft · Not sent”, with its recipient and subject.

  • You confirm anything sensitive.

    A payment waits for your explicit confirmation, with its payee, amount, and date in view. In this demo, confirming ends the simulation, and no payment is sent.

    Product demo with sample data: an unchecked box to confirm that you’ve reviewed the payee, amount, and payment date, beside a confirm button marked as a demo. No payment is sent.

Keep exploring

See the agent at work in the product demo.

The product demo places BeFinance Agent in a sample workspace, next to the requests, documents, and transactions its examples use.

Clyde