{
 "schema_version": 1,
 "generated": "2026-10-17",
 "note": "Draft seed data. Each summary is written in our own words from the linked source, checked on 2026-10-17. Vendor claims are the vendor's own and have not been tested by Agentic CFO.",
 "categories": [
  {
   "id": "ap",
   "name": "Accounts payable"
  },
  {
   "id": "ar",
   "name": "Accounts receivable and credit control"
  },
  {
   "id": "bookkeeping",
   "name": "Bookkeeping and bank reconciliation"
  },
  {
   "id": "close",
   "name": "Month-end close and consolidation"
  },
  {
   "id": "fpa",
   "name": "FP&A, budgeting and forecasting"
  },
  {
   "id": "reporting",
   "name": "Reporting, analysis and modelling"
  },
  {
   "id": "audit",
   "name": "Audit, controls and assurance"
  },
  {
   "id": "tax",
   "name": "Tax and VAT"
  },
  {
   "id": "treasury",
   "name": "Treasury, cash and payments"
  },
  {
   "id": "spend",
   "name": "Spend, expenses and procurement"
  },
  {
   "id": "payroll",
   "name": "Payroll"
  }
 ],
 "items": [
  {
   "id": "zone-agenthq-netsuite-ap-close",
   "type": "launch",
   "title": "Run AP matching, payment batches and period-end drafts inside NetSuite",
   "summary": "Zone & Co's AgentHQ launched with more than ten specialist agents for bill matching, bill payment and period close. They can take approved actions in NetSuite, and finance teams control what each agent may do and what needs sign-off.",
   "categories": [
    "ap",
    "close",
    "treasury"
   ],
   "tools": [
    "Zone AgentHQ",
    "NetSuite"
   ],
   "segment": "mid-market",
   "uk_relevant": false,
   "human_approval": "configurable",
   "source": {
    "name": "Zone & Co newsroom",
    "url": "https://www.zoneandco.com/newsroom/zone-co-introduces-agenthq-bringing-action-and-control-to-ai-agents-in-the-erp",
    "published": "2026-10-08",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "campfire-ember-agents",
   "type": "launch",
   "title": "Background agents that match bank lines, process AP and AR and flag miscoding",
   "summary": "Campfire's Ember Agents run continuously (transaction matching, AP and AR, duplicate and miscoding checks, accruals) or on demand (flux analysis, close prep, board reporting). The team reviews and approves before anything posts.",
   "categories": [
    "bookkeeping",
    "ap",
    "ar",
    "close",
    "reporting"
   ],
   "tools": [
    "Campfire Ember Agents"
   ],
   "segment": "scale-up",
   "uk_relevant": false,
   "human_approval": "required before posting",
   "source": {
    "name": "Campfire blog",
    "url": "https://campfire.ai/blog/introducing-ember-agents",
    "published": "2026-03-12",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "board-fpa-controller-agents",
   "type": "launch",
   "title": "FP&A and controller agents for three-statement planning and close",
   "summary": "Board 15 introduced an FP&A Agent for three-statement modelling, variance checks and forecasting, and a Controller Agent for close, consolidation and intercompany matching.",
   "categories": [
    "fpa",
    "close",
    "reporting"
   ],
   "tools": [
    "Board"
   ],
   "segment": "enterprise",
   "uk_relevant": false,
   "human_approval": "not stated",
   "source": {
    "name": "Board blog",
    "url": "https://www.board.com/blog/board-15-where-continuous-planning-becomes-agentic",
    "published": "2026",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "chatfin-erp-agents",
   "type": "launch",
   "title": "Finance agents that run reconciliation, AP and close on your existing ERP",
   "summary": "ChatFin's agents sit on top of ERPs such as NetSuite, SAP, Dynamics 365 and Sage Intacct to propose reconciliations, code invoices and draft accruals, with a human-in-the-loop approval model and no data migration.",
   "categories": [
    "bookkeeping",
    "ap",
    "close"
   ],
   "tools": [
    "ChatFin"
   ],
   "segment": "mid-market",
   "uk_relevant": false,
   "human_approval": "required",
   "source": {
    "name": "ChatFin press release",
    "url": "https://chatfin.ai/press-release/chatfin-launches-ai-finance-agents-for-erp-connected-teams/",
    "published": "2026-07",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "trintech-flux-variance-agents",
   "type": "launch",
   "title": "Explain flux and budget-to-actual variances with evidence attached",
   "summary": "Trintech's Flux Agent and Variance Analysis Agent find material period-on-period and budget-to-actual movements, look for likely drivers and draft explanations backed by documented evidence for a reviewer.",
   "categories": [
    "close",
    "fpa",
    "reporting"
   ],
   "tools": [
    "Trintech"
   ],
   "segment": "enterprise",
   "uk_relevant": false,
   "human_approval": "reviewer-ready output",
   "source": {
    "name": "Trintech news",
    "url": "https://www.trintech.com/news/trintech-introduces-flux-and-variance-analysis-agents-giving-finance-teams-trusted-ai-coworkers-for-financial-close-and-performance-review/",
    "published": "2026-06-25",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "xero-jax-bank-rec",
   "type": "tool",
   "title": "Let Xero's JAX reconcile bank lines and answer MTD and VAT questions",
   "summary": "Xero says JAX matches and categorises bank transactions when it is highly confident, leaves the rest for you to approve, and records why each one was reconciled. Automatic reconciliation needs a Standard plan or above.",
   "categories": [
    "bookkeeping",
    "tax"
   ],
   "tools": [
    "Xero JAX"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "review and approve",
   "source": {
    "name": "Xero UK",
    "url": "https://www.xero.com/accounting-software/reconcile-bank-transactions/",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "intuit-quickbooks-agents",
   "type": "tool",
   "title": "QuickBooks agents for chasing invoices and categorising transactions",
   "summary": "Intuit's agents in QuickBooks include a Payments Agent that predicts late payments and sends invoices and reminders, an Accounting Agent for categorisation and reconciliation, and a Finance Agent for KPIs and scenario planning.",
   "categories": [
    "ar",
    "bookkeeping",
    "fpa"
   ],
   "tools": [
    "QuickBooks Online"
   ],
   "segment": "small business",
   "uk_relevant": true,
   "human_approval": "with your permission",
   "source": {
    "name": "Intuit investor relations",
    "url": "https://investors.intuit.com/news-events/press-releases/detail/1258/intuit-introduces-ground-breaking-virtual-team-of-ai-agents-to-fuel-growth-for-businesses",
    "published": null,
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "sage-intacct-close-automation",
   "type": "tool",
   "title": "Run the period-end close from one workspace with live variance analysis",
   "summary": "Sage Intacct's Close Automation, now available in all regions, adds a close workspace with checklists and real-time variance analysis to speed up period-end.",
   "categories": [
    "close",
    "reporting"
   ],
   "tools": [
    "Sage Intacct"
   ],
   "segment": "mid-market",
   "uk_relevant": true,
   "human_approval": "not stated",
   "source": {
    "name": "Sage Intacct release notes, 2026 R1",
    "url": "https://www.intacct.com/ia/docs/en_US/releasenotes/2026/2026_Release_1/Sage_AI_and_Automation/2026-R1-close-automation-all-regions.htm",
    "published": "2026",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "ramp-agents-controllers",
   "type": "launch",
   "title": "Agents for controllers that check spend against policy",
   "summary": "Ramp's first agents were built for controllers: they review spend against company policy so people make fewer, more important judgement calls.",
   "categories": [
    "spend",
    "audit"
   ],
   "tools": [
    "Ramp"
   ],
   "segment": "mid-market",
   "uk_relevant": false,
   "human_approval": "exceptions to humans",
   "source": {
    "name": "Ramp blog",
    "url": "https://ramp.com/blog/ramp-agents-announcement",
    "published": "2025-07-09",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "ramp-policy-agent-ga",
   "type": "use_case",
   "title": "First-pass expense review by an agent, with people handling exceptions",
   "summary": "Ramp made its Policy Agent available to all Ramp Plus customers, positioning it as the first-pass reviewer of expenses so finance staff only look at exceptions.",
   "categories": [
    "spend",
    "audit"
   ],
   "tools": [
    "Ramp Policy Agent"
   ],
   "segment": "mid-market",
   "uk_relevant": false,
   "human_approval": "exceptions to humans",
   "source": {
    "name": "Ramp blog",
    "url": "https://ramp.com/blog/ramp-policy-agent-ga-launch",
    "published": "2026-01-13",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "ramp-agents-for-ap",
   "type": "launch",
   "title": "Agents that code invoices, recommend approvals and process payments",
   "summary": "Ramp's Agents for AP work inside its Bill Pay product to handle invoice coding, invoice approval and payment processing.",
   "categories": [
    "ap",
    "treasury"
   ],
   "tools": [
    "Ramp Bill Pay"
   ],
   "segment": "mid-market",
   "uk_relevant": false,
   "human_approval": "not stated",
   "source": {
    "name": "PR Newswire",
    "url": "https://www.prnewswire.com/news-releases/ramp-launches-agents-for-ap-to-automate-accounts-payable-302576975.html",
    "published": "2025-10-07",
    "kind": "press"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "anthropic-finance-agent-templates",
   "type": "launch",
   "title": "Ready-made agent templates, including a general ledger reconciler",
   "summary": "Anthropic released ten agent templates for financial services, covering work such as model building, earnings review and general ledger reconciliation. They ship as plugins for Claude Cowork and Claude Code and as cookbooks for Claude Managed Agents.",
   "categories": [
    "close",
    "bookkeeping",
    "reporting"
   ],
   "tools": [
    "Claude Cowork",
    "Claude Code"
   ],
   "segment": "all",
   "uk_relevant": true,
   "human_approval": "adaptable to firm approval flows",
   "source": {
    "name": "Anthropic news",
    "url": "https://www.anthropic.com/news/finance-agents",
    "published": "2026-05-05",
    "kind": "vendor"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "claude-for-excel-models",
   "type": "tool",
   "title": "Build, update and check financial models inside Excel",
   "summary": "Claude for Excel works in the workbook to build, update, debug and explain spreadsheet models while keeping formula links intact.",
   "categories": [
    "reporting",
    "fpa"
   ],
   "tools": [
    "Claude for Excel"
   ],
   "segment": "all",
   "uk_relevant": true,
   "human_approval": "user-driven",
   "source": {
    "name": "Claude documentation",
    "url": "https://claude.com/docs/office-agents/excel",
    "published": null,
    "kind": "docs"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "blattman-claude-code-tax",
   "type": "use_case",
   "title": "Gather tax documents and compile deductions with a coding agent",
   "summary": "Chris Blattman describes using Claude Code skills to find tax documents in email, pull out key figures and compile deductions into spreadsheets ready for tax software. Some categorising stayed manual. This is a US personal tax example.",
   "categories": [
    "tax"
   ],
   "tools": [
    "Claude Code"
   ],
   "segment": "individual",
   "uk_relevant": false,
   "human_approval": "user entered final figures",
   "source": {
    "name": "claudeblattman.com",
    "url": "https://claudeblattman.com/tax-workflow/",
    "published": null,
    "kind": "practitioner"
   },
   "checked": "2026-10-17",
   "sponsored": false
  },
  {
   "id": "magpie-agent-bookkeeper-cli",
   "type": "tool",
   "title": "An open-source CLI that lets an AI agent keep the books",
   "summary": "Magpie is an AGPL-licensed accounting command-line tool, shared on Hacker News as a way to turn an AI agent into a bookkeeper.",
   "categories": [
    "bookkeeping"
   ],
   "tools": [
    "Magpie"
   ],
   "segment": "developers",
   "uk_relevant": false,
   "human_approval": "not stated",
   "source": {
    "name": "Show HN / GitHub",
    "url": "https://github.com/kyle-visner/magpie",
    "discussion_url": "https://news.ycombinator.com/item?id=49091292",
    "published": "2026-07",
    "kind": "community"
   },
   "checked": "2026-10-17",
   "sponsored": false
  }
 ],
 "url": "https://myagenticcfo.com/use-cases",
 "licence": "Summaries © Agentic CFO. Link to the original sources for full details."
}