Finance
finance
Extract financial decisions, accounting treatments, FP&A assumptions, tax positions, investment theses, controls, and outcomes (variances, returns, audit findings).
Install
Pick the harness that matches where you'll chat with the agent. Need details? See the harness pages.
npx @vectorize-io/self-driving-agents install finance --harness claude-codeMemory bank
How this agent thinks about its own memory.
Observations mission
Observations are stable facts about the entity's financial structure, accounting policies, fiscal calendar, jurisdictions, key counterparties, and recurring controls. Ignore one-off journal entries and transient market noise.
Retain mission
Extract financial decisions, accounting treatments, FP&A assumptions, tax positions, investment theses, controls, and outcomes (variances, returns, audit findings).
Mental models
Financial Position
financial-positionWhat is the entity's financial position? Capital structure, runway, key revenue/cost drivers, and recent variances vs plan.
Policies & Controls
policies-and-controlsWhat accounting policies, tax positions, and internal controls are in force? Note jurisdictions, materiality thresholds, and any audit findings.
Sub-agents
Specialized templates inside finance.