Finance operations workforce

Close the books while the work is still happening.

A coordinated workforce that turns bank activity into classified, reconciled, approval-ready records—without losing the evidence behind each decision.

See it work
Signals
Bank activity · bills · member context
Connected to
Bank feed + ledger
Control
Approval before posting
FIELD SYSTEMHarper
Illustration of a team assembling an operational data system
Finance Intel

A clean, reusable finance record

Interactive product proof

From raw transaction to a posted record

Click through a live exception. Watch separate agents resolve the vendor, match the bill, attach the right cost center, and pause before posting.

Workforces / Finance close / Run #2048
TRIGGERNew bank transaction
SOURCEMercury
STEP1 / 4
STATUSRunning
INCOMING WORK
M
Atlas Cloud Services$1,248.60 · Card ending 4421

A recurring software charge arrived without a cost center or linked bill. The workforce must classify it, find the owner, and prepare the ledger entry.

Click a stage to inspect how the workforce changes the record.

ACTIVE AGENT

Transaction agent

Complete
01

Ingest

Normalize the bank event

STRUCTURED OUTPUTTransaction #TX-1842 created Written to durable memory

How the work is organized

A finance workforce, not another dashboard.

Every agent has one bounded job. The shared ledger carries verified context forward, so reconciliation gets faster without turning into an opaque chain of prompts.

  1. 01
    AGENT CONTRACT

    Transaction Categorizer

    Classifies incoming bank activity against the account category system.

    ↓
  2. 02
    AGENT CONTRACT

    Transaction Linker

    Finds which transactions likely belong to a group bill or shared expense.

    ↓
  3. 03
    AGENT CONTRACT

    Bill Management

    Creates and updates split bills with member resolution and group-aware logic.

    ↓
  4. 04
    AGENT CONTRACT

    Settlement Management

    Generates cross-channel paydown instructions to zero out group balances.

    ✓

Relational memory

The output of one agent becomes useful context for the next.

Magictrail keeps operational records durable, linked, and inspectable. The workforce can pick up where it left off without rebuilding context from scratch.

1Transactions2Bills3Members4Settlements5Accounts
WHY IT MATTERSNo agent starts from an empty prompt.

Identity, relationships, source evidence, decisions, and outcomes remain available to the next authorized worker.

Where it goes to work

Focused use cases. One coordinated workforce.

Start with a concrete operational loop, connect the systems it needs, and expand only when the underlying record is trustworthy.

01

Automated expense categorization

Classify incoming bank activity against your chart of accounts without manual tagging.

02

Multi-member bill splitting

Resolve group dinners, recurring vendor bills, and shared invoices across stakeholders.

03

Cross-channel settlement

Calculate the minimum transfers needed to clear debt and push instructions directly to payers.

Start with one real workflow

Give this workforce a job worth finishing.

Connect the source, define the guardrails, and let focused agents move the record to a measurable outcome.