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Finance agent

Finance Assistant

Make finance operations easier to review, without hiding the evidence.

Checks quotes and invoices against supplier terms and prepares finance operations drafts. CORA keeps the work grounded in the context and permissions your company gives it.

Try CORA Design this role
Finance Assistant runbook
Shadow mode
Current instruction

Make finance operations easier to review, without hiding the evidence.

01Read the source documents
02Check terms and anomalies
03Prepare a reviewable decision
Scoped access Review before action
Source-linked findings

Grounded in the sources your team trusts.

Exception flags

Narrow enough to review and improve.

Approval-ready drafts

Visible from proposal to completion.

How CORA earns trust

A role is a relationship, not a prompt.

01

Read the source documents

Source-linked findings

02

Check terms and anomalies

Exception flags

03

Prepare a reviewable decision

Approval-ready drafts

Start with one role

Give the work a trusted owner.

CORA starts in shadow mode, so your team can see the work before deciding what this role should own.

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