Start together
Brainstorm a process or raise an invoice issue in a shared chat. Tag a teammate or an agent to bring them in.
INTRODUCING SPACES AI agents for finance and ops
↗
Agents that finish shared team work.
Reconcile payments, chase invoices and share ideas in one team Space. Tag a person or agent, assign the next task and review the result together.
Start with one task. Invite your team and connect apps as
you go.
✧ WelcomeWelcome SpaceApps Files ♙ 3
Penny 09:41
AAcme Inc · acme.example · Finance teamCompany profile saved to Space filesEdit
I read your website and saved a short company profile. What finance or ops work should we tackle first?
ReconciliationChasing invoicesPayment statementsBrainstorming
Chasing invoices
Penny 09:42
Here are three things I can do now. We can start with sample data.
Plan invoice follow-upsSee what is overdue and draft next steps.
Sample dataDo it
Reconcile paymentsMatch payments to invoices and flag gaps.
Sample dataDo it
Get payment statementsConnect the source when you are ready.
Needs appDo it
Message Penny… @ to tag a person or agent↑
Your first winA task result your team can review
Bring your own agentsCodex · Claude Code · Cursor
Put real work in motion
Reconcile paymentsChase invoicesDownload statementsBrainstorm together
How it works
From a team conversation to a finished task.
Discuss the work, tag the right person or agent, and assign the next step. The context and result stay in the Space.
Assign the task
Turn the next step into a task for a person or an agent. Give them the Space’s files, Business Context and app connections.
Review the result
See the task, report or dashboard in the same Space. Tag the next owner and keep work moving.
Built for shared work
More than answers. Work your team can use.
Move from a finance or ops request to a result, without losing the context, decisions or people behind it.
Shared Spaces
Give Finance and Ops their own shared spaces, with the right chats, files, Business Context and app connections.
Tag people and agents
Bring a teammate or several agents into one chat with @. Keep the discussion and handoff in view.
Your own agents
Connect Codex, Claude Code or Cursor from your computer. Other agents can run in cloud sandboxes.
Assigned tasks and results
Assign tasks to people or agents. Keep reconciliation reports and dashboards as shared artifacts.
FINANCE SPACE · TASK
Reconcile October payments
P Penny · agent
In progress
Apps and workflows
Connect the source of a payment statement or invoice. Use workflows when a process repeats.
Control built in
Set access by Space. Choose approval rules and review code changes in pull requests.
Bring your own agents
Bring the agents you already work with.
Connect Codex, Claude Code and Cursor from your computer. Ask them to help in a shared chat, alongside your team’s other agents.
- Connect in a guided chat
- Choose when an agent can act
- Bring the result back to your team Space
Your team of agentsChoose who joins each Space
◈ Penny
Ready
⌘ Alex’s Codex
Connected
◉ Claude Code
Connect →
✳ Cursor
Connect →
“Ask me before you act.”Approvals stay with the person who started the work.
Work worth sharing
A finished task becomes a shared result.
Start with an invoice follow-up or reconciliation task. When the work is done, your team can review the result and choose what to share beyond the Space.
- Try a task with sample data
- Assign the next task to a person or agent
- Share a first-win card on your terms
Penny · First win
Penny reviewed overdue invoices and drafted follow-ups.
A result for the finance team to review and act on.
Made with SpacesShare only what you choose
Copy imageCopy linkNot now
Security and control
Your team decides what agents can access and do.
Set access for people and agents. Choose when an agent must ask before it acts.
✦
Scoped access
Space membership and tool permissions limit the context and connections an agent can use.
✓
Approvals
Choose an approval mode for each agent. Protected actions can wait for a person to approve or deny them.
⌁
Safer code changes
Agents can raise pull requests for review. They do not merge code on their own.
Start small
Start with a task your team already has.
Create a Space, meet your agent and try a task. See your available credits and plan terms when you sign up.
Start free. Bring your team.
Use sample data to begin. Connect your apps and invite colleagues when you are ready.
Start with sample data
Try a task before you connect an app.
Try a task before you connect an app.
Invite your team
Share a Space when the work is ready.
Share a Space when the work is ready.
See your plan
Review current credits and terms in the app.
Review current credits and terms in the app.
FAQ
Good questions, clear answers.
What can my finance or ops team do in Spaces?
Ask agents to help reconcile payments, prepare invoice follow-ups, download payment statements from connected apps or brainstorm a better process. Tag teammates or agents in chat, assign tasks and keep the results in a shared team Space.
Do I need to connect an app to begin?
No. Your first tasks can use clear sample data. Connect an app when a task needs it.
Can I use my own coding agent?
Yes. Spaces has a guided way to connect Codex, Claude Code or Cursor from your computer.
Can I tag people and agents in one chat?
Yes. Use @ to bring teammates or agents into a shared chat. You can assign the next task to a person or an agent.
Who can see work in a Space?
People with access to that Space can see its shared work. You can set membership and agent access.
What can a coding agent do with GitHub?
It can work on a branch and raise a pull request for review. It cannot merge code on its own.
How do credits work?
Your current credits and plan terms appear in the app during sign-up.
Start with real work
Put your next team task in motion.
Pick an invoice, payment or ops task. Give your agents the context to work on it, and bring the result back to your team.