The tasks agents handle best
Document processing and data entry: reading invoices, receipts, forms and contracts, and putting the right details into the right system. Invoice processing and reconciliation: matching payments to invoices, flagging mismatches, and chasing what is overdue. Document chasing and client onboarding: requesting what is missing, following up politely, and filing it when it arrives.
Reporting: pulling numbers from several tools into the weekly or monthly report someone used to build by hand. Scheduling: booking, rebooking and reminding. Inbox triage: sorting what comes in, answering the routine and routing the rest.
How Aygency decides where to start
We map how the work actually runs, including the handoffs and workarounds nobody writes down. That shows where time really goes and which bottleneck is holding the business back most. We build agents for that first, then add more as the business grows.
Each agent is designed around your existing workflow and connects to the software you already use, so your team keeps working the way it does today. The admin simply stops landing on their desks.
What it looks like in practice
A new client signs. The onboarding agent sends the welcome pack, requests the documents you need, chases them until they arrive, checks they are complete and files them. Your team sees a finished file rather than a to-do list. Anything unusual is flagged in the command centre for a person to look at.
Where a person still decides
Payments, refunds and anything that commits the business are high-impact, so we build owner approval into those steps. The agent prepares everything; you approve in one click. Strategy and relationships stay with your people, who now have the time for them.
Next step
Aygency's back-office agents take on the operations and admin first. Find out what they would take off your team's plate.