Finance automation that understands the work.

Operator Agents™

Coming soon. Purpose-built Agents designed to perform real Operator workflows — not dashboards, not prompts, and not hype.
Automation built for finance, not general chat

A new execution layer for your workflow

Operator Agents™ are deterministic finance engines that perform repeatable tasks — variance analysis, close routines, reconciliations, and modeling — using your actual data and frameworks, not probabilistic guesses.

What are Operator Agents™?

Operator Agents™ are automated execution partners that work inside your existing workflows.

They perform recurring finance tasks with structure, consistency, and context — the way real Operators work.

Agents specialize in narrow domains where discipline and accuracy matter most:

  • Variance Agent™ — interprets variances, drafts the narrative, and links every movement to its underlying drivers.
  • Close Agent™ — executes structured close routines, prepares schedules, and flags exceptions early.
  • Reconcile Agent™ — matches transactions, identifies breaks, and drafts adjusting entries for review.
  • Modeling Agent™ — maintains budgets, scenarios, and forecast bridges directly inside your model.

Each Agent focuses on one job and does it exceptionally well.

No dashboards. No reinvented systems. Real work, automated.

Technical Overview

Operator Agents™ are deterministic automation layers built on top of structured finance workflows — Excel, Power Query, and established models.

They rely on rules, process scaffolding, and memory — not free-form prompts or probabilistic guesswork.

Each Agent:

  • Reads your real numbers
  • Runs a defined analytical or procedural workflow
  • Produces consistent outputs
  • Stores context for the next run
  • And integrates with the Operator Apps you already use

This is not a chatbot.

It’s a work engine designed for Operators.

Why It Matters

Operators aren’t asking for inspiration. They’re asking for execution.

Operator Agents™ deliver:

Operator-grade intelligence

Automated workflows built to match the way high-functioning finance teams actually operate.

Zero dashboard sprawl

No new systems to manage. Agents live inside Excel and your models — where the work already happens.

Repeatability and trust

Agents run the same workflow, the same way, every time. No inconsistency, no improvisation, no hallucinations.

Real leverage for small teams

Execute a month-end close, variance package, or model update with fewer hours and sharper accuracy.

roadmap

The Operator Agents™ build sequence

This is the planned development pipeline from prototype to public launch. Each stage represents real work already underway, with private beta access opening to select Operators first.

Prototypes (Q2 2026)

Internal versions of Variance Agent + Close Agent.

Private Beta (Q3 2026)

Selected Operators from the AAF customer base.

Public Launch (Q4 2026)

Operator Agents Suite v1.0

Memory + Dataverse Integration (2027)

Agent-to-Agent coordination and long-term workstreams.

FAQs

An automated workflow engine that performs recurring finance tasks using your real models, data, and process structure.

No. The Apps validate Agent logic. Agents will sit on top of them and handle execution.

Final pricing will be announced at launch. Early adopters will have preferred options.

Excel at minimum. Power Query and Dataverse integrations will be optional.

Yes. Join the waitlist and we’ll reach out as slots open.