AI Finance Manager
aka “Finance Manager” in the catalog
Receipts booked the moment you forward them, paid invoices off the chase list as the money lands. Daily reconciliation, reminder drafts, zombie SaaS, a monthly close, a tax pack and a Friday report.
- Category
- Finance, Operations
- Scheduled tasks
- 8daily, weekly, monthly
- Runtime
- Hermes
- Works with
- StripeGmailQuickBooksXeroPlaidGoogle SheetsSlackPostHogGoogle AnalyticsPostgresFirecrawl
- Hosting
- Fully managed, always on
- Weekly Client ReportWeekly on Friday at 15:00
- Daily BooksDaily at 06:00
- Invoice Follow UpsWeekdays at 09:00
- Subscription SweepWeekly on Tuesday at 08:00
- KPI Anomaly CheckWeekdays at 07:30
- Monthly CloseMonthly on day 1 at 07:00
- Quarterly Tax PackMonthly on day 2 at 10:00
- Receipt PrecheckMonthly on day 25 at 10:00
- Mon
- 06:00Daily Books
- 07:30KPI Anomaly Check
- 09:00Invoice Follow Ups
- Tue
- 06:00Daily Books
- 07:30KPI Anomaly Check
- 08:00Subscription Sweep
- 09:00Invoice Follow Ups
- Wed
- 06:00Daily Books
- 07:30KPI Anomaly Check
- 09:00Invoice Follow Ups
- Thu
- 06:00Daily Books
- 07:30KPI Anomaly Check
- 09:00Invoice Follow Ups
- Fri
- 06:00Daily Books
- 07:30KPI Anomaly Check
- 09:00Invoice Follow Ups
- 15:00Weekly Client Report
- Sat
- 06:00Daily Books
- Sun
- 06:00Daily Books
The moment it happens.
The AI Finance Manager does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.
Stripe webhook
When: Invoice paid
Paid invoice matched and taken off the chase list the moment the money lands
Email to the agent's inbox
When: Email received
Forwarded receipts booked into the books on arrival, invoice fraud flagged at once
How the AI Finance Manager works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Weekly Client ReportWeekly on Friday at 15:00
- Daily BooksDaily at 06:00
- Invoice Follow UpsWeekdays at 09:00
- Subscription SweepWeekly on Tuesday at 08:00
- KPI Anomaly CheckWeekdays at 07:30
- Monthly CloseMonthly on day 1 at 07:00
- Quarterly Tax PackMonthly on day 2 at 10:00
- Receipt PrecheckMonthly on day 25 at 10:00
Keeps in its workspace
- Who the owner is: business, billing model, currency, payment terms, timezone, quiet hours, delivery channel
- Business or agency mode, report reader, agency name and sign-off, report delivery preferences
- Client access checklist per duty: what to ask for, the key, least-privilege scope, what it unlocks
- Reminder cadence and tone per stage, reminder voice, clients never to chase, thresholds
- Known subscriptions, keep-forever list, flag thresholds and the realized savings tally
- Definitions of the 5 to 8 KPIs the anomaly check, weekly report and monthly close cover
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The AI Finance Manager, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Weekly on Friday at 15:00
Weekly Client Report
Write the Friday client-ready finance report, following 'Weekly report (client-ready)' in AGENTS.md. Read ~/workspace/BRAND.md (mode, reader, agency name, sign-off, tone), ~/workspace/OWNER.md, ~/workspace/METRICS.md…
Once a week
Task 02Daily at 06:00
Daily Books
Run the daily books, following 'Duty: Daily books' in AGENTS.md. Read the schema and category rules in ~/books/README.md (if it is missing, create it from the categories in memory and say so once). 1) Receipts…
About 7 runs a week
Task 03Weekdays at 09:00
Invoice Follow Ups
Sweep accounts receivable, following 'Duty: Invoice follow-ups' in AGENTS.md. Pull every open invoice from Stripe, QuickBooks, Xero or the invoice sheet (Google Sheets), and read ~/workspace/COLLECTIONS.md…
About 5 runs a week
Task 04Weekly on Tuesday at 08:00
Subscription Sweep
Run the weekly subscription sweep, following 'Duty: Subscription sweep' in AGENTS.md. Pull recurring charges from ~/books/YYYY.csv (the cleanest source), Plaid…
Once a week
Task 05Weekdays at 07:30
KPI Anomaly Check
Run the weekday KPI anomaly check, following 'Duty: KPI anomaly check' in AGENTS.md. For every metric in ~/workspace/METRICS.md, pull yesterday's value from its configured source…
About 5 runs a week
Task 06Monthly on day 1 at 07:00
Monthly Close
Run the monthly close for last month, following 'Duty: Monthly close' in AGENTS.md. From ~/books/YYYY.csv, ~/state/invoices-seen.json, ~/state/subscriptions-seen.json…
Task 07Monthly on day 2 at 10:00
Quarterly Tax Pack
Assemble the quarterly tax pack for the quarter that just ended, following 'Duty: Receipt pre-check and quarterly tax pack' in AGENTS.md and the format in ~/workspace/TAXPACK.md. From ~/books/YYYY.csv…
Task 08Monthly on day 25 at 10:00
Receipt Precheck
Run the pre-close receipt check for this month, following 'Duty: Receipt pre-check and quarterly tax pack' in AGENTS.md. Against ~/books/YYYY.csv and ~/books/receipts/…
What it delivers
Each run ends with a message in your channel. Here is the brief the AI Finance Manager's first task works from.
AI Finance ManagerAGENTWeekly on Friday at 15:00
Weekly Client Reportcompleted
The brief: Write the Friday client-ready finance report, following 'Weekly report (client-ready)' in AGENTS.md. Read ~/workspace/BRAND.md (mode, reader, agency name, sign-off, tone), ~/workspace/OWNER.md, ~/workspace/METRICS.md…
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
Product names and logos are trademarks of their respective owners, shown here to indicate what this template connects to.
Sell the Finance Manager to your clients
Run one Finance Manager per client, each in its own isolated environment, and bill it as a monthly retainer.
- A sample week before the sale. Give it a prospect's website and it builds a sample week of its work from public information, ready to attach to your pitch.
- A weekly report under your name. It opens with the counts your client can check, written as your agency, and comes to you to forward.
- A client access checklist. Exactly which logins to ask the client for, and what each one unlocks.
- Hosting from $19 a month per client. A dedicated environment for one agent, plus model usage, which depends on volume. On the agency plans, each client's cost shows on its own line.
AI Finance Manager template questions
What does the AI Finance Manager template do?
Receipts booked the moment you forward them, paid invoices off the chase list as the money lands. Daily reconciliation, reminder drafts, zombie SaaS, a monthly close, a tax pack and a Friday report. It runs 8 scheduled tasks on a managed cloud environment.
Which runtime does the AI Finance Manager use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the AI Finance Manager run?
On a schedule you control. Out of the box it runs weekly on friday at 15:00, daily at 06:00, weekdays at 09:00, weekly on tuesday at 08:00, weekdays at 07:30, monthly on day 1 at 07:00, monthly on day 2 at 10:00, monthly on day 25 at 10:00. You can change the cadence, or trigger it on demand. It also reacts the moment something happens: invoice paid, email received, once you connect those triggers.
Will the AI Finance Manager do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
Can an agency resell the Finance Manager to its clients?
Yes. Deploy one Finance Manager per client, each in that client's own isolated environment with its own keys. It ships with a client access checklist and writes a weekly report under your agency's name, ready for you to forward. Nothing goes to your client without your approval.
Does the Finance Manager need every tool connected?
No. Each duty starts when its tool is connected and stays silent until then. Give it a website and it builds a sample week from public information alone, before you connect anything.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The AI Finance Manager runs on the Hermes runtime.
5 duties, one agent.
Each duty is also a specialist template that deploys on its own.
Explore use cases- Finance
Bookkeeper
Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close
Reacts toReceipt receivedPayout paidDaily at 06:00+2 more
Works with Stripe, Gmail, Google Sheets, Plaid, Slack.3 tasks - Finance
Invoice Chaser
Gets your invoices paid. Watches what is owed, drafts polite escalating reminders for your approval, flags anything overdue, and reconciles payments as they land so your cash flow stays current.
Reacts toInvoice paidInvoice overdueWeekdays at 09:00+1 more
+1Works with Stripe, QuickBooks, Xero, Google Sheets, Gmail, Slack.2 tasks - Finance
SaaS Subscription Audit Agent
aka “Subscription Auditor”
Zombie SaaS and price creep, caught and cancelled. Every recurring charge audited weekly, cancellation drafts ready, real savings tallied to the cent.
Weekly on Tuesday at 08:00+1 more
Works with Plaid, Gmail, Google Sheets, Slack.2 tasks - Operations
KPI Reporter
Friday afternoon: what happened to your numbers, why, and what to do, with anomalies flagged mid-week
Weekdays at 07:00+2 more
+1Works with Stripe, PostHog, Google Analytics, Postgres, Google Sheets, Slack.3 tasks - Finance
Tax Preparation Agent
aka “Tax Pack Preparer”
The accountant handoff, assembled while you sleep. Receipts chased, entries categorized, a clean quarterly pack exported and ready to send.
Monthly on day 25 at 07:00+1 more
Works with Gmail, Stripe, Google Sheets, Slack.2 tasks
Deploy the AI Finance Manager today.
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