Harmona for Finance
The close calendar, the numbers you track daily, reports that write themselves.
A Finance Worker on your databases and spreadsheets. Precision beats speed: every figure carries its period and currency, and nothing is estimated.
What your Worker sets up
On the board from day one.
- Cash position and revenue vs plan from your SQL or CSV sources, never from memory
- Close tasks and reporting deadlines visible on the board
- Variance summaries, actual vs plan and vs last period, as tables with units and periods
- Weekly Report to SharePoint: written by AI, saved to the folder, e-mailed with a link
Templates for this team
- Financial Reporting Analystagent
- SQL Data Analystagent
- Weekly Report to SharePointworkflow
Works with
- PostgreSQL
- SharePoint
- SAP
- Outlook
Control & security
Autonomy with a hand on the brake.
Workers and agents can read, build and prepare on their own. Anything that reaches outside, or touches someone else's data, waits for a person.
Security & data protectionApproval cards, before anything goes out
Every outbound action waits for a person. An e-mail, a calendar invite, a ticket update or a CRM change arrives as a card that shows exactly what will happen. You approve it, or you decline it.
Send e-mail WaitingAdmins oversee, they don't take over
An org admin sees every asset but cannot use or edit someone else's without a share. A colleague's Gmail or Drive is usable only by them, or by whoever they explicitly share it with.
Safety on by default
Private data redaction (e-mails, phone numbers, card numbers, national IDs, API keys) plus content and advice restrictions are switched on for every new agent. Turning one off is a deliberate act.
Nothing runs outside its grant
An unattended task keeps to the permissions approved at creation; anything else is declined and reported. A task can never widen its own reach or create another task.
Cloud, private cloud or on-premises. ISO 27001 and ISO 42001 programmes are in progress. Ask us for the current status and documentation.
Tomorrow is a long time in AI. Start today.
Every week without a Worker is a week of work you did by hand. Create a workspace today and have your first one running before your next meeting.
14-day free trial · No credit card · 2,000 credits included