Part of our Finance & Accounting agents
AI agents for finance teams in financial advisors
Actionist is an AI automation tool whose agents operate the apps your practice's finance function already uses, preparing fee runs, commission matches, and month-end packs for approval.
Finance teams get back the hours lost to fee calculations, statement matching, and month-end assembly.
AI Employees for Financial Advisors Finance in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- The quarterly fee run goes out on timeFees are worked from the quarter-end valuation and the signed rate, then queued for sign-off, not left for a busy week.
- Overdue fees surface before they ageUnpaid invoices and failed direct debits show on a list the day they slip, not at the next catch-up.
- Commission arrives in fullEvery provider statement is matched line by line, so a short or missing payment is a query, not a surprise.
- Bills and receipts kept up to dateSupplier invoices are entered and card spend gets its receipt, so the bank feed codes cleanly.
- Month-end assembled, not rebuiltAccounts, adviser revenue statements, and variance notes land in a pack ready for the principal's read.
- Built around your fee modelThese are examples. Build a custom agent for any finance routine your practice repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Financial Advisors Finance team's day.
Where the hours go
The quarterly fee run needs valuations pulled, agreements opened, and percentages worked out by hand for every client, so it slips into the following month and cash flow follows.
An agent works each fee from the quarter-end valuation and the signed rate and saves draft invoices, leaving you to check the figures and approve the batch.
Overdue fees and failed direct debits hide in the ledger until someone has a spare hour, by which time the invoice is two months old and the client has moved on.
An agent flags the slip the day it happens, drafts the reminder for approval, and keeps a running arrears list so you decide who to call, not who to find.
Commission statements arrive in a dozen formats from a dozen providers, and matching them to expected trail line by line takes several afternoons every month.
An agent reads each statement, matches every line to the client's expected trail, and lists the short or missing payments for you to chase.
Month-end turns into assembly: bank lines uncoded, receipts missing, and adviser revenue worked out in a spreadsheet nobody fully trusts.
An agent codes the feed, chases receipts, and builds the adviser statements and accounts pack as the month goes, so close day is a review, not a rebuild.
Actionist Will Automate
What one automation looks like
A week with your Financial Advisors Finance agents
Some of the apps for your Financial Advisors Finance team
Some of the finance apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When the quarter-end valuation export appears in the finance folder, the agent reads it within about a minute, matches each client to the rate in their signed fee agreement, works out the ongoing fee, and saves a draft invoice in Xero. The batch waits for a person's approval before any invoice is issued.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Finance240 min / weekWorking out the quarterly ongoing fees
Someone exports valuations, opens each fee agreement, applies the percentage and tiers in a spreadsheet, and types every invoice into Xero, over most of a week.
Finance Agent0 minAgent works the fee and drafts the invoiceAn agent reads the valuation and the signed rate, works out the fee, and saves a draft invoice per client, so a person checks figures instead of building them.
- Finance130 min / weekChasing overdue fees and failed collections
Finance scans the ledger when time allows, writes each reminder by hand, and reads direct debit failure codes one by one, so fees age before anyone acts.
Finance Agent0 minAgent flags the slip and drafts the reminderAn agent checks the bank feed first, drafts a reminder for approval, reads each failure code, and keeps the arrears list current for the principal.
- Finance170 min / weekReconciling provider commission statements
Finance downloads statements from a dozen portals and matches each line against expected trail in a spreadsheet, usually leaving the gaps until the next quarter.
Finance Agent0 minAgent matches every line and lists variancesAn agent downloads the statements, matches each line to expected trail, and lists the short and missing payments, so chasing starts the week they arrive.
- Bookkeeping190 min / weekEntering bills and chasing receipts
Supplier invoices are keyed in by hand, and each cardholder is asked for a receipt one message at a time, so the bank feed stays uncoded until month-end.
Bookkeeping Agent0 minAgent drafts bills and asks for receiptsAn agent reads each bill into a draft, codes the feed with uncertain lines flagged, and asks cardholders for receipts in Slack with the date and merchant.
- Finance150 min / weekBuilding adviser statements and the accounts pack
At month-end finance assembles each adviser's revenue, the profit and loss, and the variance notes from several sheets, which is why the pack arrives in the second week.
Finance Agent0 minAgent assembles the pack as the month goesAn agent keeps each adviser's running statement and the accounts pack current and drafts the variance notes, leaving the principal to read and decide.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that touches fee income and client payments earns trust only if you can see and stop everything it does. Actionist is built so you approve what is issued or sent, keep every pay and tax decision, and can trace each figure back to its source.
A fee invoice, a reminder, or a provider chase is drafted and queued for sign-off. Nothing is issued or sent to a client or provider unless you widen that setting yourself.
The agent prepares adviser revenue statements, VAT workings, and arrears lists. A person decides what is paid, what is filed, and what is written off.
Each fee, match, and journal draft is logged step by step with the valuation, agreement, or statement it came from, so a reviewer can follow it.
Credentials sit in an encrypted vault and ledger data is not used to train any model. You can self-host Actionist on your own server.
More Financial Advisors & Wealth Mgmt teams
Frequently asked questions
Does my finance team need to be technical to use Actionist?
How do I get started with a finance agent for my advisory practice?
How do I make customised AI agents for how my practice's finance function works?
How quickly can I set up a finance agent for an advisory firm?
Where does our fee and ledger data live, and is it used to train AI models?
Our providers post statements in portals with no API. Can the agent still reconcile them?
Will the agent issue an invoice or chase a client without me seeing it first?
Can the agent decide adviser pay, write off a fee, or file a tax return?
How does it know the fee is right if a client's rate or tiers are unusual?
See an agent work out a quarter's fees and draft the invoices
Book a free demo and watch an Actionist agent read a valuation export, work out each client's fee from the signed rate, and save draft invoices in Xero for your approval.