Tell the agent what to do across every client in plain language. It plans, acts, and shows its working, handling the routine itself and stopping at exactly what needs your judgment, with tiered autonomy you control.
“Prepare all GST due this week.” “Scan the book for anomalies.” The agent runs it across every client and brings back what needs you.
No menus, no macros.
The work it stopped on, front and centre.
Recurring instructions that run on schedule.
Set each skill to Suggest, Approve, or Auto, with a confidence floor under which even auto-tasks stop and ask. Filing is permanently human-gated.
A clear ladder you control.
Below it, the agent escalates rather than guess.
By design, never automated.
Each run shows its plan, tool calls, reasoning and confidence, and exactly where it paused for a human. The receipt behind the automation.
Nothing hidden.
Honest about what it knows.
And why it asked you.
Every action shows its sources.
It stops rather than guess.
Set per skill, with a floor.
Filing is always yours.
Put an agent on the routine and keep the decisions that matter.