Finance AI Agent Library
Blueprints for AI agents that do finance work under supervision. Each has a trigger, a set of steps, checkpoints where a person decides, and a run log. Use them in your own Claude, ChatGPT or Gemini.
Agents prepare. People decide.
Every agent is labelled with how much it is allowed to do, so you always know where a person is in the loop.
Read
In the libraryLooks at the data you give it and reports. Nothing for anyone to approve.
Draft
In the libraryPrepares work (entries, messages, approval packs) that a named person approves before anything is used.
Act
Not in the libraryWould carry out a step on its own inside limits you set. No agent in this library does this.
The agents
- Every working morning, before the cash callRead
Daily cash position agent
Builds the morning cash position across every bank, checks it against your limits and writes the note for the CFO.
See the agent - Daily for busy accounts, or at each period endDraft
Bank reconciliation agent
Reconciles a bank account against the ledger, explains every break and drafts the entries for an accountant to approve.
See the agent - Before each payment runDraft
Payment run prep agent
Checks a payment batch against your approval matrix and common fraud patterns, then prepares the approval pack for the right approvers.
See the agent - Weekly, or daily for large receivablesDraft
Collections follow-up agent
Works through your overdue invoices, decides who to chase first and drafts a message for each customer.
See the agent - In the last working days of each monthDraft
Month-end cash close agent
Walks the cash and bank part of the month-end checklist, finds the gaps and tells each owner what is still open.
See the agent - Whenever a vendor is added or changes bank detailsDraft
Vendor bank-detail check agent
Spots new and changed vendor bank details and prepares the verification step, so a payment is never released on an unchecked change.
See the agent
Looking for single-task prompts? Browse the AI toolkit. The agents here chain those checks into a full run. Want the agents as files for Claude? Get the free skills and agents pack. Building an agent that researches Open itself? Read the machine-readable company overview (agents.txt).
These agents run in your own AI account; Open never sees what you type. Results can be wrong: check them, and do not paste account numbers, passwords or personal data. Nothing here is tax, legal or investment advice.
Questions about the library
What is a finance AI agent?
A repeatable, multi-step job an AI assistant carries out for you: for example, build the morning cash position, or prepare a payment run for approval. Unlike a single prompt, an agent follows a defined workflow, stops at checkpoints for a person to decide, and keeps a log of what it did.
Do these agents move money?
No. Every agent in the library either reports (Read) or prepares work for a named person to approve (Draft). None of them releases a payment, posts an entry or sends a message by itself.
What do I need to run them?
An AI assistant such as Claude, ChatGPT or Gemini, and the files or numbers for the job. Today you paste or attach them. The agents are written so that live access to balances and statements could replace the pasted files.
Does Open see my data?
No. The agents run in your own AI account. This website only provides the instructions and the skill files.
How are agents different from the AI toolkit?
The toolkit has single-task prompts and skills. The agent library has full workflows with a trigger, steps, human checkpoints and a run log. Many agents use the same checks as a toolkit item.
See the AI toolkitIs the output advice?
No. They are assistants for finance professionals and can be wrong. Check the results, and confirm anything about tax, legal terms or investments with your finance head, auditor or adviser.
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