Part of our Finance & Accounting agents
AI agents for finance teams in IT services
Actionist is an AI automation tool whose agents operate the apps your MSP finance team already uses, from keying user counts and chasing timesheets by hand to a billing run that assembles itself.
MSP finance teams get back the days lost to billing runs, distributor reconciliation, and late-payer chasing.
AI Employees for IT Services 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
A managed services business bills on counts that move every week: users added, devices retired, licences bought through a distributor, hours logged against a block. Finance is where every one of those changes either turns into revenue or quietly leaks.
Actionist agents work the PSA, the accounting system, and the distributor portals alongside your finance lead, so the invoice matches the delivery and the margin is visible before the month closes.
- Invoices that match what you deliveredUser counts, devices, hours and extras agree with the agreement before any invoice is released.
- Every billable hour lands on an invoiceApproved time reaches a bill instead of ending up in the month-end write-off pile.
- Cash collected on termsA failed direct debit or a late payer is picked up the same morning, not found at month-end.
- Resale margin you can seeDistributor cost and client price line up for every licence, subscription and hardware order.
- A month-end close without the scrambleBank matches, deferred revenue and accruals are ready before the close meeting starts.
- Your hours go to the calls that countTime saved goes to pricing, cash forecasting and margin decisions, not re-keying.
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 IT Services Finance team's day.
Where the hours go
The monthly billing run starts with someone opening the PSA, reading every agreement's user and device count, and typing adjustments into the invoice, then finding on the 3rd that a client's extra five users were never billed.
An agent reads the agreement quantities from the PSA on the last working day, drafts every recurring invoice with pro rata lines and true-ups, and lists the variances against last month for you to approve.
Engineers log time late or not at all, so billable hours surface only when the week has closed, and the small entries nobody could face chasing end up written off at month-end.
An agent checks timesheets each afternoon, drafts the nudge to the engineer with the missing days named, and builds the unbilled report so every approved hour reaches an invoice or a deliberate write-off.
The distributor invoice arrives as a long list of licence lines that never quite match what clients are billed, so margin leaks on licences you pay for and forget to resell.
An agent reads each distributor invoice line, matches it to the client resale line, and hands you the short list of mismatches and thin margins instead of a spreadsheet to eyeball.
A failed direct debit sits unnoticed for a week, a lump-sum payment cannot be matched to its invoices, and the chasing email gets written at 6pm on the last day of the month.
An agent checks payment results every morning, drafts the follow-up for each failure, and proposes the invoice match for each bank receipt, with every client-facing message waiting for your approval.
Actionist Will Automate
What one automation looks like
A week with your IT Services Finance agents
Some of the apps for your IT Services 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 GoCardless or Stripe reports a failed or reversed collection, the agent reads the failure within about a minute, finds the invoice it belonged to, and drafts a polite follow-up with the amount, reason code and a proposed retry date. The message waits in your approval queue in Slack; nothing reaches the client until you confirm, and the failure is logged in the receivables sheet.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Agreement billing240 min / weekKeying the monthly agreement invoices
Someone opens the PSA, reads each agreement's user and device counts, and types pro rata adjustments and true-ups into every invoice, usually with the cut-off hours away.
Agreement billing Agent0 minAgent drafts every recurring invoiceAn agent reads the agreement quantities, drafts each invoice with adjustment lines in QuickBooks Online, and lists the variances against last month for approval.
- Time and project billing150 min / weekChasing timesheets and hunting unbilled hours
The finance lead messages engineers one by one, then scans three exports to find approved hours that never reached an invoice.
Time and project billing Agent0 minAgent chases and builds the unbilled reportAn agent names the blank days, drafts the nudge for the team lead to approve, and lists every approved entry not yet billed by client and age.
- Distributor reconciliation180 min / weekChecking the distributor invoice against client billing
Someone reads hundreds of licence lines in the Microsoft CSP or Pax8 invoice and ticks them against each client's billed licences, a day of work that still misses lines.
Distributor reconciliation Agent0 minAgent matches every licence lineAn agent reads each line, matches it to the client resale charge, and hands you the short list of unbilled licences and thin margins.
- Collections and cash150 min / weekFinding failed payments and matching receipts
Failures surface when someone remembers to check GoCardless, and lump-sum receipts are matched to invoices by trial and error on a spare afternoon.
Collections and cash Agent0 minAgent checks daily and proposes matchesAn agent reads payment results each morning, drafts the follow-up for each failure, and proposes the invoice allocation for every bank receipt.
- Profitability and close120 min / weekBuilding the margin view and the month-end workings
Revenue sits in the accounts, hours sit in the PSA, and costs sit in a spreadsheet, so margin per client is assembled once a quarter, if at all.
Profitability and close Agent0 minAgent assembles margin and workings on scheduleAn agent joins revenue, hours and cost into margin per agreement weekly and builds the accruals and deferred revenue workings ready for review.
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: ~6 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
Finance work carries your clients' money and your own margin, so the agent only earns a place if you can see everything it did. Every invoice, reminder and credit request is a draft until you approve it, and every action is logged.
Invoices, payment reminders, uplift letters and distributor requests are drafted and queued for your approval. They go out only when you confirm, unless you deliberately widen that autonomy.
Write-offs, price uplifts, credit holds and tax treatment stay with your finance lead. The agent prepares the figures, the history and the options, then waits for your call.
Approval requests land in Telegram or Slack with the draft attached. One tap approves or rejects, so month-end does not wait for you to be at your desk.
Each run records what the agent read and drafted, with screenshots. Billing and bank data stay encrypted, are never used to train models, and you can self-host for full isolation.
More IT Services & MSPs teams
Frequently asked questions
Does my IT services finance team need to be technical to use Actionist?
How do I get started with a finance agent for my MSP?
How do I make customised AI agents for how our billing actually works?
How quickly can I set Actionist up for finance?
Is client billing, contract and bank data safe with Actionist?
Our PSA billing screens and distributor portals have no API. Can an agent still use them?
Will the agent send an invoice or a reminder to a client without me seeing it first?
Can the agent write off time, hold a client's service, or change a price on its own?
Distributor invoices all look different. Can the agent read them?
See an agent draft the month's agreement invoices from PSA data
Book a free demo and watch an Actionist agent read your agreement quantities, draft the invoices, match a distributor line, and queue a failed-payment follow-up, end to end.