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Agents Finance

Paid pack · €29

Put AI agents into the close and the AP inbox without losing control

A 30-day guide, a policy you can sign, scripts that block the risky steps and logs that show your auditor who approved what. English and Spanish.

€29, taxes included

One-off payment · licence for your company or firm

Buy the pack for €29

Digital content: you download the ZIP immediately, as soon as the payment is confirmed. By buying you agree to immediate delivery and lose the right of withdrawal.

Payment is made on Stripe’s secure page. You get the receipt by email. Terms of sale

Versión en español

Who it is for

Controllers, accounting leads and firms that already use Claude, Copilot, ChatGPT or another agent in the close or in accounts payable, or want to start with clear rules.

Inside the ZIP

  • guide/ · implementation guide (EN, ES)
  • policies/ · AI agent policy and AGENTS.md (EN, ES)
  • templates/ · close workbook and AP controls register (EN, ES)
  • prompts/ · 19 close prompts (EN, ES)
  • close-controls/ · scripts, Cowork and NetSuite skills, fictitious test data
  • ap-controls/ · email guard, action gate, AP agent policies
  • run_all_tests.sh · runs every check
  • LICENSE.md · licence for one company

What is in the ZIP

30-day implementation guide

Week by week: scope and permissions, installing the code checks, a shadow close and the first live close with the agent, with the evidence to keep and what auditors and reviewers will ask for.

AI agent policy for finance

Ready to adapt and sign, in English and Spanish.

Agent instructions

AGENTS.md for the close agent (EN and ES), instructions for the AP inbox agent, its action policy in JSON and the checklist of controls that never depend on the agent.

8 dependency-free Python scripts

Tested on fictitious data: hidden-instruction guard for invoice emails, agent action gate, journal entry proposal check, draft validator, trial balance outliers, variances, year-end journal entry tests and skill package lint. run_all_tests.sh runs them all.

Copilot Cowork and NetSuite skills

A package with the journal entry proposal and account reconciliation review skills and its manifest, plus a NetSuite financials tie-out skill.

Excel templates

Month-end close workbook (checklist by day, delegation matrix, bank reconciliation and approval log) and AP controls register (bank detail changes, agent actions, guard flags and monthly review). In English and Spanish.

19 close prompts

Planning, reconciliations, accruals and journal entries, analysis and reporting, in English and Spanish.

Before you buy

  • Some scripts and prompts were first published free in Agents Finance entries; here they are integrated, tested together and come with a new guide, policy and templates.
  • The scripts were tested on fictitious data, not on a real company’s close. Try them on a closed month first.
  • The scripts need Python 3.9 or later; the templates, a spreadsheet application compatible with Excel.
  • Not accounting, tax, audit or legal advice.
Buy the pack for €29€29, taxes included · Terms of sale

Frequently asked questions

Does it work with my ERP?

Yes: it does not connect to any ERP. It works with exports and with what your agent already reads.

How do I get the pack?

Once the payment is confirmed, Stripe takes you to a page where you download the ZIP. That link lets you download it again for 30 days.

Can several users or my clients use it?

Yes. The licence covers your company, for any number of users and entities in its group, and an accounting firm may use it with its own clients. You may not resell or redistribute it as a product.

Is there a free version?

Yes, the AI month-end close kit: a workbook, prompts and an AGENTS.md, as a direct download.

Invoice?

Stripe emails you a receipt. If you need a full invoice in your company’s name, enter your VAT number at checkout or email us.

Free month-end close kit · All downloads · Terms of sale