Finance
8 cases
Catch a forgotten invoice and send it after approval
In its dots launch post, OpenAI says an early tester's dot noticed he had forgotten to invoice a publication, prepared the invoice, and sent it only after he approved. OpenAI gives no further detail or figures.
Finance
Source: openai.com · Sept 2026
Draft client invoices from task and time logs
A Swiss web agency gave Hermes access to its time-tracking and task tools plus a written invoicing skill. The agent checks completed, approved work, creates invoice drafts with a client summary, and a person reviews and sends every invoice. The poster says support billing is about half of revenue and the time saved is large but gives no figure.
Finance
Source: x.com · Jul 2026
Give each team its own agent profile for ops work
A 17-person data startup (Artie) runs Hermes on one self-hosted machine with a separate profile per team. Its BizOps profile handles pipeline reviews, reconciliation and tracker updates, and flags exceptions for a human; staff mostly use it through Slack.
Sales · Finance · Executive
Source: x.com · Sept 2026
Turn a quarterly earnings report into a visual brief
A Chinese tech outlet (ifanr) gave QwenWork Apple's quarterly results. It produced an HTML report that leads with the conclusion, charts revenue, profit, products and regions with a short note under each chart, and puts the raw data table at the end. The reviewer rated it strong and easy to check against the source.
Finance · Executive
Source: ifanr.com · Aug 2026
Summarize monthly finances and flag odd expenses
Meta's small-business launch pitches Muse for reviewing a month's financial performance and flagging unusual expenses, analyzing sales and campaigns into a growth plan, and drafting replies to emails that need attention. Its one named early tester is an Iowa grocery owner who works about 65 hours a week and says Muse is taking over parts of the owner role.
Finance · Executive
Source: about.fb.com · Sept 2026
Send payable invoices and chase overdue ones via QuickBooks
Intuit says Muse's QuickBooks connector lets owners create and send invoices customers can pay directly, track overdue invoices and send payment reminders, and review P&L, cash flow and top customers or products by asking in plain language. Payroll, closing the books and tax filing stay inside QuickBooks.
Finance
Source: intuit.com · Oct 2026
Assign seats to new hires and process emailed invoices
The vendor describes an operations Bot that sets up software seats for incoming employees and handles invoices that arrive in Gmail. Its use-case catalog also lists an onboarding Bot that builds new-hire checklists and an expense Bot that logs emailed receipts and chases missing categories.
HR · Finance
Source: x.ai · Aug 2026
Send a daily market report and run a four-agent writing team
A PCOnline journalist set ArkClaw to send a scheduled daily A-share report of limit-up and limit-down stocks, and had it build a four-agent research, writing and review team for articles. The reporter noted the cloud version cannot read and write local files the way a local install can.
Marketing · Finance
Source: pconline.com.cn · Mar 2026
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How to read the evidence labels
- Vendor says
- The maker describes it on its own site or launch post. It shows what the product is meant to do, with no independent result.
- Tested by press
- A journalist or outlet ran it themselves and reported what happened, including what broke.
- User reports
- Someone using it at work posted about it. Any numbers are theirs, so we write "the poster says".
- Tested by Wize
- Our team ran it on test data and recorded the result.
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