A packaged team of business agents — ready on day one

Pre-made decisions, built-in guardrails, and role-based behavior. No coding. No orchestration. Just assign agents to teams and ship outcomes.

See agent packages

Pre-made decisions and guardrails are included in every package.

Live decision2s ago

Maya Kowalska · HR Ops

Requested PTO — 3 days (Apr 22–24)

Agent check

Policy — within annual allowance
Balance — 12 days remaining
Team coverage — clear

→ Auto-approved within policy

Logged · decision #4821 · audit trail

The roster

Each agent mirrors a real job profile with defined scope, access, and tools.

employee

Employee agent

Day-to-day employee operations.

Log time or shifts
Check vacations and holidays
Review assignments

Access: Any authenticated user (scoped).

manager

Manager agent

Project and engineering manager support.

Project rates & staffing
Costs and approvals
Time or budget outlooks

Access: Requires: project manager, project_manager, role_project_manager, role_admin, admin.

executive

Executive agent

Leadership snapshots and approvals.

KPIs across portfolios
Budget performance
Approval decisions

Access: Requires: role_admin, admin, executive, vp, c-level, director, chief.

cfo

CFO agent

Strategic finance snapshots and scenarios.

Cash runway & burn
Margin by segment
Variance commentary
Board-ready summaries

Access: Requires: role_admin, admin, cfo, finance_director, c-level.

HR manager agent

HR and leave management.

Vacation balances
Leave history
Team holidays

Access: Any authenticated user.

accountancy

Accountancy agent

Finance-side queries without attachments.

List transactions
Summarize amounts
Surface trends without files

Access: Any authenticated user.

recruiter

Recruiter agent

Recruiting operations.

List open roles
Search and create candidates
Attach candidates to roles

Access: Requires: role_candidates_manager, admin, role_admin, recruiter.

onboarding

Onboarding agent

Guidance for new users.

Setup walkthroughs
Navigation hints
Where-to-find answers

Access: Any authenticated user.

Choose a packaged team of agents with pre-made decisions.

Each package ships coordinated roles, built-in decision logic, and the guardrails to run without orchestration.

HR Ops Package

Packaged team

Includes

HR Lead Agent
Employee Support Agent
Policy Guide Agent
Absence Coordinator Agent

Pre-made decisions

Auto-approve PTO within policy
Escalate leave conflicts
Route policy exceptions
Verify eligibility for benefits

People teams standardizing day-to-day HR operations.

Request this package

Finance Ops Package

Packaged team

Includes

Finance Lead Agent
Expense Guard Agent
Billing Coordinator Agent
Budget Monitor Agent

Pre-made decisions

Flag overspend risk
Auto-approve low-risk expenses
Escalate vendor exceptions
Close-month checklist enforcement

Finance teams that need consistent approvals and visibility.

Request this package

Recruiting Package

Packaged team

Includes

Recruiter Agent
Candidate Coordinator Agent
Hiring Manager Agent

Pre-made decisions

Auto-schedule interviews
Escalate offer approvals
Flag stalled candidates
Score resume against role

Talent teams moving fast without manual handoffs.

Request this package

Onboarding Package

Packaged team

Includes

Onboarding Lead Agent
IT Access Agent
People Ops Agent

Pre-made decisions

Provision role-based access
Trigger welcome sequences
Escalate missing paperwork
Validate start-date readiness

Teams onboarding new hires across departments.

Request this package

Executive Support Package

Packaged team

Includes

Executive Briefing Agent
Staff Ops Agent
Risk Monitor Agent

Pre-made decisions

Summarize weekly KPIs
Escalate budget anomalies
Route approvals to execs
Flag cross-team dependencies

Leaders needing ready-to-use decision summaries.

Request this package

Need finance leadership beyond the Finance Ops package?

The AI CFO agent covers cash runway, ARR/NRR, burn multiple, variance commentary and board-ready memos — strategic work that sits above day-to-day finance ops.

See the AI CFO agent →

No orchestration required to launch a full team.

Stop stitching tools together. Pick a package and your agents already know how to decide.

DIY orchestration

Tools → orchestration → testing
Manual routing of decisions
Custom exceptions per workflow

Our packaged way

Choose package → assign roles → connect → live
Pre-made decisions and guardrails
Built-in approvals and audit logs

Decision examples shipped inside each package.

Filter by department to see how pre-made decisions stay editable and audit logged.

Filter decisionsDecisionDefault behaviorEditableAudit logged

HRPTO approvalAuto-approve within balanceYesYes

HRLeave conflictEscalate to HR LeadYesYes

HRPolicy exceptionRoute to People OpsYesYes

HRNew hire eligibilityValidate against policyYesYes

FinanceExpense approvalAuto-approve under thresholdYesYes

FinanceBudget varianceNotify finance leadYesYes

FinanceInvoice exceptionEscalate to controllerYesYes

FinanceClose-month checklistRequire sign-offYesYes

RecruitingInterview schedulingAuto-offer slotsYesYes

RecruitingOffer approvalRoute to hiring managerYesYes

RecruitingCandidate stallNudge recruiter after 48hYesYes

RecruitingPipeline statusAuto-update stageYesYes

HRYes

PTO approval

Default behavior: Auto-approve within balance

Editable: Yes

HRYes

Leave conflict

Default behavior: Escalate to HR Lead

Editable: Yes

HRYes

Policy exception

Default behavior: Route to People Ops

Editable: Yes

HRYes

New hire eligibility

Default behavior: Validate against policy

Editable: Yes

FinanceYes

Expense approval

Default behavior: Auto-approve under threshold

Editable: Yes

FinanceYes

Budget variance

Default behavior: Notify finance lead

Editable: Yes

FinanceYes

Invoice exception

Default behavior: Escalate to controller

Editable: Yes

FinanceYes

Close-month checklist

Default behavior: Require sign-off

Editable: Yes

RecruitingYes

Interview scheduling

Default behavior: Auto-offer slots

Editable: Yes

RecruitingYes

Offer approval

Default behavior: Route to hiring manager

Editable: Yes

RecruitingYes

Candidate stall

Default behavior: Nudge recruiter after 48h

Editable: Yes

RecruitingYes

Pipeline status

Default behavior: Auto-update stage

Editable: Yes

Launch a packaged team in four steps.

Most customers never write a line of code.

Pick package

Select the team of agents that matches the department.

Connect sources

Connect HRIS, finance, or ATS data to activate decisions.

Assign roles & permissions

Map responsibilities to people with RBAC baked in.

Launch with guardrails

Go live with pre-made decisions and audit-ready logs.

Governance is built into every package.

Guardrails are always on, so decision logic stays compliant without extra orchestration.

RBAC tied to your org structure and permissions.
Approvals and human-in-loop checkpoints by default.
Audit logs for every decision and escalation.
Data scope controls that respect departmental boundaries.

Package pricing scales with team size.

Buy the package you need today and expand to adjacent teams when you are ready.

Bundled decisions and roles included in every tier.
Volume-based discounts for multi-package rollouts.
Clear governance and support baked in.

Common questions about packaged agents.

Do we need engineers or orchestration work to launch?

No. Packages come with pre-made decisions and guardrails, so you do not need to build workflows.

Can we change decision rules?

Yes. Every decision is editable, and changes are logged for audit.

How do approvals work?

Packages include default approval paths with human-in-loop checkpoints.

What gets logged?

Every decision, override, and escalation is captured with timestamps and user context.

Which packages are available first?

HR Ops, Finance Ops, Recruiting, Onboarding, and Executive Support are available now.

How quickly can we go live?

Most teams launch in days once data sources are connected.

Tell us which teams need pre-made decisions and we will map the right package.