Frequently Asked Questions

AgenticOS is an AI-as-a-Service platform that provides autonomous AI agents for finance teams. Think of it as hiring digital employees who work 24/7 on tasks like invoice processing, credit control, cash forecasting, and month-end close.

Unlike traditional automation tools that follow rigid rules, our agents make intelligent decisions within boundaries you set. They learn your patterns, handle exceptions, and only escalate when genuinely uncertain.

Traditional automation (RPA): Follows pre-programmed rules. If invoice does not match expected format, it fails. Requires constant maintenance.

AgenticOS: Understands context. Reads invoices like a human would, adapts to variations, makes judgment calls, and learns from corrections.

A shadow pilot is a risk-free trial where we connect to your systems, observe your transactions, and show you exactly what we would automate - without taking any action.

You get a detailed report showing:

• How many invoices would be auto-processed
• Time savings projection
• Decision accuracy on your real data
• Edge cases that would require human review

No risk. No commitment. Full transparency.

Most clients are live within 2 weeks:

• Day 1-3: Connect to Xero/accounting system
• Day 4-7: Configure decision boundaries and approval thresholds
• Day 8-14: Shadow mode testing on real transactions
• Day 15+: Go live with autonomous processing

No IT project required. No implementation consultants. Just OAuth connections and a configuration call.

Every agent follows a 5-phase decision loop:

• EXTRACT: Read and understand the input (invoice, bank statement, etc.)
• ANALYSE: Compare against historical patterns and business rules
• DECIDE: Apply judgment within your configured boundaries
• EXECUTE: Take action (post to ERP, send email, etc.)
• AUDIT: Log every decision with full reasoning

Each decision includes a confidence score. If confidence falls below your threshold, it escalates to a human.

Boundaries define the permission zone where agents can act autonomously:

• Amount thresholds: Auto-approve invoices up to £5,000
• Supplier lists: Only auto-process approved vendors
• Variance tolerance: Flag if 20% above historical average
• Confidence threshold: Escalate if below 85% confidence

You control the guardrails. The agent operates freely within them.

Escalation, not failure. When an agent encounters something outside its boundaries:

• The item is flagged for human review
• Full context is provided (what it found, why it is uncertain)
• You make the decision
• The agent learns from your choice for next time

You handle exceptions. The agent handles everything else.

UK data residency guaranteed. All data is stored in AWS eu-west-2 (London) with:

• AES-256 encryption at rest
• TLS 1.3 encryption in transit
• Multi-tenant isolation (separate containers per client)
• 7-year document retention (UK tax law compliance)

Your data never leaves the UK.

Yes. GDPR compliance is built into our architecture:

• Data minimisation - we only process what is needed
• Right to erasure - full data deletion on request
• Data portability - export your data anytime
• Processing records - complete audit trail

We act as a data processor. You remain the data controller.

We have native integrations with:

• Xero: Full API integration (invoices, bills, contacts, payments)
• Sage: Sage 50, Sage 200, Sage Intacct
• QuickBooks: QuickBooks Online

Enterprise ERPs (SAP, Oracle, NetSuite) available on request.

Multiple ingestion methods:

• Email: Forward to your dedicated inbox (invoices@yourcompany.agentic-os.app)
• Upload: Drag and drop in the dashboard
• API: Direct integration with your systems

PDF, image, and email formats all supported.

Simple per-agent pricing:

• Invoice Maestro: £1,500/month
• Credit Controller: £1,500/month
• Cash Prophet: £1,250/month
• Month-End Closer: £1,000/month
• Vendor Negotiator: £1,000/month
• Payroll Guardian: £1,250/month

Full Finance Squadron: £6,250/month (save vs. hiring a junior accountant at £35K+)

Month-to-month available after the initial 60-day pilot. Most clients sign annual contracts for:

• 10% discount on annual commitment
• Priority support SLA
• Roadmap input on new features

Cancel anytime with 30 days notice.

99.2% field-level accuracy on standard invoices (vendor, amount, date, line items).

We use Claude Vision for document understanding - not traditional OCR. This means:

• Handles handwritten notes and annotations
• Understands context, not just text
• Adapts to new invoice formats automatically

Every decision is logged with full reasoning. If something goes wrong:

• You can see exactly what the agent decided and why
• Corrections are fed back for learning
• Boundaries can be tightened to prevent recurrence

Mistakes become training data. The system gets smarter over time.

Your AI Accounts Payable Clerk

• Receives invoices via email or upload
• Extracts all data using Claude Vision
• Matches to POs and receipts
• Applies your approval rules and thresholds
• Posts approved invoices to Xero
• Schedules payments based on terms and cash position

Key metrics: 24 seconds per invoice, 90% autonomous decision rate

Price: £1,500/month

Your AI Collections Specialist

• Monitors invoice aging in real-time
• Sends automated payment reminders (polite first, escalating)
• Adjusts tone based on customer relationship and history
• Tracks payment promises and follows up
• Integrates with credit scoring services

Key metrics: 30% faster collections, 15-day DSO reduction

Price: £1,500/month

Absolutely. That is the recommended approach.

Most clients start with Invoice Maestro because:

• It is the most tangible - you see results immediately
• It handles high-volume, repetitive work
• It builds trust in autonomous decision-making

Once you are comfortable, expand to Credit Controller or Cash Prophet. Land and expand at your pace.