Finance & Accounting
Collect the documents. Reconcile the entries. Prepare a review file.
Give every team Agents that take on the 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 work with Ubby.
June trial balance check
Check the June trial balance and flag any discrepancy over €200.
Thought for 12 seconds
I pulled June’s trial balance from MyUnisoft and checked all 128 accounts on the file. Five discrepancies 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 discrepancies above the threshold, each with its account, amount and proposed offsetting entry. 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…
ACC - Manager
Lite
Ubby is an AI and can make mistakes. Check the result before you use it.
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 another application.
How it works
Describe the job in a few sentences. Ubby drafts the Agent’s brief, and you fix what needs fixing.
Create an Agent that checks supplier invoices and alerts Finance to any variance above 2%.
Ubby Agent
Auto
Proposed Agent brief
DraftInstructionsCheck supplier invoices
TriggerEvery morning at 7am
RuleAlert above a 2% variance
EscalationFinance lead
DeclineApprove this brief
Built for the work that moves the business forward
Agents that plan, use their tools and carry a complex task through, inside your company’s own systems.
Handles several steps
Ubby gives the Agent the structure to plan the work, use its tools and chain the steps to a result.
Works in a dedicated environment
Every Task runs in its own virtual machine, with a browser, files, code and connected tools.
Not tied to any one model
The Agent isn’t locked to one AI model. When models change, what you have built stays in place.
Solve the problems that matter.Move the company forward.
Finance, HR, IT, cybersecurity, operations: Agents that take each step of a process through to a result.
IT & Cybersecurity
Triage the alerts. Assemble the context. Prepare the incident response.
HR
Prepare joiners and leavers. Pull together the documents for each file.
Operations
Track orders. Chase what is late. Keep a dashboard up to date.
What work would you delegate first?
Bring one task your team does today. We’ll map out the expected result, the tools involved and who signs off.
