Finance & Accounting
Collect the documents. Reconcile the entries. Prepare a review file.
Give every team agents to delegate work
Ubby is the platform that lets your teams build AI Agents, connect them to your software and hand them real work, without losing control.
Agents in production at these companies.See how their teams delegate the work with Ubby.
June balance check
Check the June trial balance for the Accounting client and flag any gap over €200.
Thought for 12 seconds
I pulled June's trial balance from MyUnisoft and checked all 128 accounts on the file. Five gaps exceed the €200 threshold: three on supplier accounts, two on deductible VAT. The adjusting entries are drafted and waiting for your approval before they are posted.
entries-to-approve.md
121.31 KB · 2 min ago
Adjusting entries
Five gaps above the threshold, each with its account, amount and the proposed counterpart. To review before posting.
june-balance-summary.pdf
121.31 KB · 2 min ago
Balance summary — June 2026
Total debit€1,284,900.00
Total credit€1,284,900.00
Variance€0.00
10 sources
Ask Ubby anything, or mention an Agent...
EC - Manager
Lite
Ubby is an AI and can make mistakes. Please check before use.
Connectors
Gmail
Outlook
Skills
ec-manager-pdf-skill
june-balance-summary.pdf
121.31 KB · Updated 2 min ago
entries-to-approve.md
121.31 KB · Updated 2 min ago
Status
Task
Type
Team
Agent
Credits spent
Done
June balance check
APIAccounting
🧮ACC - Manager
12 480
Running
Bank reconciliation
WorkflowAccounting
🏦ACC - Treasury
8 210
Done
Supplier chasers
ChatOperations
✉️ACC - Intake
3 940
Done
VAT summary
ScheduledAccounting
📊ACC - Tax
21 705
Queued
Month-end close
WorkflowFinance
📈ACC - Manager
5 060
Running
Onboarding — 4 starters
ChatPeople
🧑💼HR - Journeys
2 315
Failed
Sensitive access review
APIIT
🔐IT - Security
640
Done
Overdue customer invoices
APIFinance
💳FIN - Chasers
17 902
Running
Support ticket triage
ScheduledIT
🛠️IT - Support
9 148
Queued
Payroll variables
WorkflowPeople
💶HR - Payroll
1 275
Done
Warehouse stock gaps
APIOperations
📦OPS - Logistics
6 430
Done
Missing documents — audit
ChatAccounting
🔎ACC - Review
14 060
Agents at work, across the whole company.
Everything you need to build, deploy and grow Agents, from the first task to production.
Workspaces
Every team works in its own space, with its own agents and tasks.
Versions
Track every change, and roll back when you need to.
Catalogue
Publish approved agents to the teams that need them.
Scopes
Decide who can use each agent, and with which tools.
Knowledge base
The procedures and documents that matter stay available to the agent.
Processes
Describe the steps of recurring work when you already know how it runs.
Connectors
Connect the applications and services where the work happens.
Automations
Start a task by hand, on a schedule, or from an application.
How it works
Describe its job in plain language. It proposes its own spec, and you correct whatever needs correcting.
Create an agent that checks supplier invoices and alerts Finance beyond a 2% gap.
Ubby Agent
Auto
Proposed agent spec
DraftInstructionsCheck supplier invoices
TriggerEvery morning at 7am
RuleAlert beyond a 2% gap
EscalationFinance lead
DeclineApprove this spec
Built for the work that moves the company
Agents that can plan, use their tools, and carry a complex Task forward in the real context of your company.
Handles several steps
The harness gives the Agent a frame to plan the work, use its tools and chain the steps it needs to reach a result.
Works in a dedicated environment
Every Task runs in its own virtual machine, with a browser, files, code and connected tools.
Stays independent of models
The Agent is not tied to one LLM. Models can move on without calling into question what you have built.
Solve the problems that matter.Move the company forward.
Finance, people, IT, cybersecurity, operations. Agents that take on the steps of a process all the way to a result.
IT & Cybersecurity
Triage the alerts. Assemble the context. Prepare the incident response.
People & HR
Prepare onboardings and departures. Gather the pieces of a file.
Operations
Track orders. Chase what is late. Keep a dashboard current.
Next event
Trade shows, conferences, workshops: the Ubby team comes to you. See Agents running in production and talk to the people who build them.
Which work would you like to delegate first?
Share one real task. We identify the expected outcome, the tools involved and the approval frame.
