The Fee Billing Agent calculates each household's advisory fee, reconciles custodian debits and flags exceptions, so your ops team can stay with clients.
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The Enrollment Agent checks each application, clears routine holds, and hands exceptions to staff with full context, freeing your enrollment team.
The Revenue Reporting Agent pulls every channel into one view and matches payouts to orders, refunds and fees, so your bookkeeper stops chasing variance.
The Revenue Cycle Reporting Agent sorts every write-off and adjustment by reason and closes the month with the team, so the owner sees where money went.
The Methodology Documentation Agent collects practitioner updates and hands every team the current playbook, so consultants spend their time on clients.
The Lien Agent tracks preliminary notice deadlines by state and project, sends the notices and chases sub waivers, so your office protects lien rights.
The Stylist Coverage Agent secures client history, preferences, and formulas when a stylist is out—freeing owners from last-minute scramble and lost bookings.
The Service Reminder Agent handles personalized service follow-ups, recall outreach, and declined service recovery—freeing your service advisor to focus on.
The Tax Document Collection Agent chases missing items, checks each client's list and flags at-risk returns, so partners decide on extensions early.
The Patient Anniversary Agent sends pet birthday greetings, flags pets entering senior years and books wellness visits so your desk stays with clients.
The Destination Content Creation Agent turns what your advisors know into fresh guides, posts and social content, so advisors stay with their travelers.
The Inventory Agent chases counts, calculates real usage, adjusts pars and drafts the vendor order, so the chef and GM stay with the line and the guests.