Financial Analyst
A financial analyst who reconciles entries, forecasts cash and warns you early when something is off.
Available nowR$Â 200/hour
Skills
What it knows how to do
01
Reconciliation
Matches bank statements against ERP entries.
02
Cash flow
Weekly and monthly forecast with scenarios.
03
Management reports
P&L, margins and KPIs explained.
04
Alerts
Flags unusual expenses and late receivables.
On request
You ask, it delivers
Examples of real requests. Just write the way you would to a teammate.
vetorial://finance/requests
LiveYou ask
“
reading the request
This week's requests
1 of 4
Connected to
Google SheetsExcelOmieConta AzulBlingOpen Finance
You approve before any sensitive action
Routine
What it does without being asked
Every day
- Reconciles the previous day's entries
- Tracks payables and receivables
- Warns about due dates
Every week
- Updates the cash forecast
- Overdue report
Every month
- Month-end close with P&L and comments
Tools
Works in the tools you already use
Google SheetsExcelOmieConta AzulBlingOpen FinanceNotionSlack
Self-learning
What it learns from you
Everything is stored in your agent's Vetorial Generative memory and improves the work every week.
- Your chart of accounts and cost centers
- Revenue and expense seasonality
- Recurring suppliers and customers
You in control
Always asks your approval to
- Make payments
- Change CRM/ERP data
You adjust this list at checkout and can change it anytime.
