Let agents automate financial operations – inside your stack
Let agents automate financial operations – inside your stack
Let agents automate financial operations – inside your stack
Let agents automate financial operations – inside your stack
Rex learns how your finance team works, then operates across ERP, CRM, and email. Chasing invoices, reconciling payments, and updating records with full audit visibility. Scale revenue with a lean AR team.
Built for enterprise. Works with your existing stack. No rip-and-replace.
Built by former founders and operators who scaled Sequoia- and a16z-backed fintech startups from zero to hundreds of customers.
Rex learns how your finance team works, then operates across ERP, CRM, and email. Chasing invoices, reconciling payments, and updating records with full audit visibility. Scale revenue with a lean AR team.
Built for enterprise. Works with your existing stack. No rip-and-replace.
Built by former founders and operators who scaled Sequoia- and a16z-backed fintech startups from zero to hundreds of customers.
Rex learns how your finance team works, then operates across ERP, CRM, and email. Chasing invoices, reconciling payments, and updating records with full audit visibility. Scale revenue with a lean AR team.
Built for enterprise. Works with your existing stack. No rip-and-replace.
Built by former founders and operators who scaled Sequoia- and a16z-backed fintech startups from zero to hundreds of customers.
Rex learns how your finance team works, then operates across ERP, CRM, and email. Chasing invoices, reconciling payments, and updating records with full audit visibility. Scale revenue with a lean AR team.
Built for enterprise. Works with your existing stack. No rip-and-replace.
Built by former founders and operators who scaled Sequoia- and a16z-backed fintech startups from zero to hundreds of customers.
Operating procedure
Last updated Dec 5 at 9:04 PM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...
Operating procedure
Last updated Dec 5 at 9:04 PM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...
Operating procedure
Last updated Dec 5 at 9:04 PM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...
Operating procedure
Last updated Dec 5 at 9:04 PM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...