What can AI agents take over in Finance & Accounting?

Accounts Payable

Accounts Receivable

Record-to-Report

FP&A, cash & margin

What a blueprint is, and is not

A blueprint supplies the vocabulary, the typical steps, the KPIs and the approval points for a process. It is a starting point, not a pre-built agent: tacitrun builds the domain agents by reading your own procedure, tests them against cases derived from it, runs them in shadow beside your team, and holds every write for a person. Your IT connects the systems and approves before anything goes live.

Questions people ask

How do I give an agent a reference document (e.g. a sample template) to use at runtime?

Two places, both drag-and-drop: (1) for ONE agent, open it → Knowledge tab → drop the file on “Documents it can look up”; (2) for the WHOLE process (available to every agent in it), the process page has a “Documents for this process” card — drop it there. For example, drop a sample proposal template for a Proposal Generator. Whatever the format — PDF, Word, Excel, CSV, HTML, text, OR a screenshot/image (PNG, JPG, etc.) — we handle it: documents convert to clean markdown (tables and headings preserved, not a flattened blob), and images/screenshots are read by vision (Claude) which transcribes all the text and describes what’s in them (e.g. a screenshot of an invoice becomes a markdown table of its line items). Then we cap it to a sensible size for efficient token use, chunk and embed it so retrieval is sharp. It’s added immediately (no IT approval needed, nothing hardcoded) and shows in the document list. From then on the agent searches it live every run and uses it as a reference — e.g. it drafts new proposals in the shape of your template. To have it ALWAYS apply a rule instead of just look it up, use “Teach it” on the same tab (or the Rules tab for enforceable policies).

What is the Salesforce Data Hygiene blueprint, and how do I use it?

It’s a pre-built end-to-end process (a "crew" of 5 domain agents) that replaces the manual job of cleaning up messy CRM data and re-importing it. In the Catalog it shows as a Blueprint with the problem it solves, the outcomes it delivers, and the process mapped to each domain agent: (1) Data Quality Auditor profiles the object and reports duplicates/blanks/malformed/stale records; (2) Duplicate Finder & Merger proposes human-approved merges; (3) Field Standardizer normalizes phone/state/country/titles/casing; (4) Data Re-import Loader picks up a cleaned file (SFTP/SharePoint/Drive) and UPSERTS each row by external ID — so re-runs update the same record instead of creating duplicates; (5) Import Reconciliation Auditor verifies the load matched the source. Adopt each step from the blueprint; we build a private copy in your workspace that you can adapt, connected to your own Salesforce. Every write goes through human approval until you trust it.

What’s a Skill vs a Blueprint?

A Blueprint is a starter process template. A Skill is a reusable knowledge pack a domain agent loads on demand at runtime.

Do you have blueprints for private equity / deal teams?

Yes. Pick "Private equity" in Blueprints to get the full deal lifecycle (origination → diligence → execution & close with IC + signing gates → value creation → exit), plus the cross-portfolio value-creation playbook as standardized levers (working capital, FP&A, pricing/margin, spend analytics, JML access) that deploy identically across every portfolio company. Human-approval gates are built into the deal-close and IC steps. On Ingest, choosing "Private equity" also offers starter templates — Deal Sourcing & Screening, DD Red-Flag Log, IC Memo & Approval, and 100-Day & Value-Creation Plan.