Delegate the work.
Keep the control.
Autonomous AI agents that know your business, act on your behalf, and ask before they do anything irreversible. Finance, operations, and business intelligence — handled while you focus on what matters.
Most "AI for business" is just a search bar with a summary.
Asking a chatbot a question is not the same as delegating work. Real delegation means the system reads your data, understands your context, plans a course of action, and executes it — while keeping you in control of anything consequential.
"AI" that just answers questions
A chatbot that summarizes data is useful. An agent that reads your data, plans actions, and executes them is a different category entirely.
Automation without oversight
Fully autonomous systems that act without showing you the plan create risk. You need control at the decision point, not just in the audit log.
Agents that don't know your business
Generic AI assistants have no context about your open invoices, your vendors, your cash position. They hallucinate details instead of reading the truth.
You stay in control. Always.
Before any agent takes a consequential action — creating a record, posting a journal entry, sending a communication — it shows you exactly what it plans to do and waits for your approval. You review a plain-language plan, not a wall of code.
Agent reads relevant data
The agent pulls live data from your ERP and banking sources to understand the current state before planning anything.
Agent presents a plan
Before executing, the agent shows you the full plan in plain language: what it will read, create, update, or send. You can modify or cancel any step.
You approve — then it runs
Consequential actions only proceed after your explicit confirmation. The agent never surprises you with changes you didn't approve.
Structured result and audit trail
After execution, you see a full log: what ran, what was created, what was skipped, and what needs your manual review. Every action is traceable.
Your agents know the full state of your business.
Before an agent does anything, it reads the live state of your business: open invoices, cash position, pending approvals, active projects, and recent transactions. This isn't a one-time data import — it's a continuous connection to your ERP and banking data.
When you ask "what's our cash position next month?", the agent doesn't guess. It reads your current bank balances, checks open payables and receivables with due dates, applies seasonal patterns from the last 12 months, and returns a forecast with a confidence range.
- Live connection to Odoo ERP — data is current, not cached
- Banking API integration for real cash balances
- Historical pattern recognition for forecasting
- Cross-module context: Finance + HR + Operations in one view
Give instructions in plain language. See a plan before it runs.
You don't write scripts or configure workflows. You type what you need — "close month-end for March", "send reminders to overdue clients over €5,000", "prepare the VAT summary for Q1" — and the agent decomposes it into steps and shows you the plan before executing.
The plan preview shows you: what data will be read, what records will be created or updated, what communications will be sent, and what exceptions require manual review. You approve the plan, the agent executes, and you see a structured result log.
- Free-form natural language or structured commands
- Step-by-step plan shown before execution — no surprises
- Plain-language descriptions of every planned action
- Exception flagging: the agent tells you what it can't handle automatically
Three agents, one platform — each an expert in their domain.
Each agent is trained on the context of its domain and knows which Odoo modules, banking data, and business rules apply to it. You don't configure them from scratch — they come pre-wired to the data sources that matter for their job.
Finance Agent
Handles month-end close, invoice reconciliation, cash flow forecasting, bank statement matching, and VAT preparation.
Operations Agent
Manages purchase orders, inventory alerts, vendor communications, delivery tracking, and operational exception handling.
Business Agent
Monitors KPIs, prepares management summaries, tracks sales pipeline health, and surfaces strategic anomalies.
Routine work runs itself. Exceptions come to you.
Agents don't just respond to your instructions — they monitor your business continuously and surface issues before you have to ask. When a metric crosses a threshold, when an approval is overdue, when a vendor payment window is closing, the alert lands in your BOS workspace automatically.
A 50-person SME typically has 15–30 recurring financial monitoring tasks per week. With PLANA agents, 80% of those run automatically. The remaining 20% that need human judgment come to you with full context already assembled.
- Threshold-based alerts with trend charts
- Scheduled agent runs for recurring tasks
- Cash flow anomaly detection — daily
- Overdue invoice escalation with configurable rules
Built for teams that need to trust their automation.
Execution log
Every agent run creates a structured log — what was read, what changed, what exceptions were flagged, and who approved it.
Scheduled automation
Run agents on a schedule: daily cash flow checks, weekly AR aging reviews, monthly closing sequences.
Permission-scoped agents
Agents operate within the same role-based permissions as your users. No agent can access data outside its authorized scope.
Persistent memory
Agents remember your preferences, recurring decisions, and approved patterns — so you don't have to explain the same context twice.
Multi-step workflows
Chain agents together for complex sequences: reconcile → flag exceptions → notify approver → post entries — all in one workflow.
Confidence indicators
Every agent decision carries a confidence score. Low-confidence outputs are always flagged for human review, never executed silently.
See AI agents run a real workflow — live.
In a 30-minute walkthrough, we'll show agents closing month-end, reconciling bank statements, and drafting client communications — on real data, not a demo database.
30-day free trial · No credit card · Full agent access