Agents with a job description.

How the pieces fit

1. DomainAn area of the back office, such as accounting, tax or procurement. A domain groups positions.
2. AgentA position in that domain, with a job description and a set of skills.
3. SkillOne thing the position knows how to do: read an invoice, match it to a purchase order, draft a finding.
4. BlueprintA workflow, built in Studio, that calls skills step by step and says where a person decides.
5. CaseOne run of a blueprint: one invoice, one engagement, one filing, with its own record.

Three levels of position: Operate (high-volume routine work), Specialist (prepares and checks), Advisor (reviews and decides with your experts).

Accounting

• Operate

  Junior Accountant

  Posts daily transactions, codes invoices to the right ledger account, reconciles subledgers and flags anomalies before close.

  • Post journal entries
  • Categorise transactions
  • Reconcile subledgers
  • Match purchase orders
  • Prepare accruals
  • Export the trial balance
  • Flag anomalies

• Advisor

  Senior Accountant

  Owns month-end close, reviews journals from junior agents, consolidates multi-entity groups and prepares the audit trail.

  • Close the period
  • Review journal entries
  • Prepare the balance sheet
  • Prepare the cash flow statement
  • Consolidate entities
  • Match intercompany balances
  • Query the audit trail

• Advisor

  Financial Controller

  Approves the close, signs off statements, enforces accounting policy and coordinates with external audit on their requests.

  • Approve the close
  • Sign off statements
  • Monitor controls
  • Review variances
  • Coordinate the audit
  • Enforce policy
  • Escalate exceptions

• Specialist

  Statutory Reporting Analyst

  Drafts statutory accounts under IFRS or local GAAP, generates iXBRL filings and tracks deadlines across jurisdictions.

  • Prepare statutory accounts
  • File with Companies House
  • Apply IFRS disclosures
  • Prepare the audit request list
  • Generate iXBRL
  • Track filing deadlines

Planning and analysis

• Specialist

  FP&A Analyst

  Builds rolling forecasts, runs scenarios, drafts the monthly management pack and tracks the KPIs the board reads.

  • Build forecasts
  • Run scenarios
  • Analyse variances
  • Update the budget
  • Generate the management pack
  • Model unit economics
  • Track KPIs

Treasury

• Specialist

  Treasury Analyst

  Forecasts the cash position, runs the weekly payment cycle, monitors covenants and executes routine FX hedges within mandate.

  • Forecast the cash position
  • Execute FX hedges
  • Reconcile bank accounts
  • Manage intercompany loans
  • Monitor covenants
  • Initiate payment runs
  • Report liquidity

Tax

• Specialist

  Tax Associate

  Prepares VAT and corporation tax returns, computes deferred tax, drafts P11Ds and handles routine queries from HMRC and equivalents.

  • Prepare VAT returns
  • File corporation tax returns
  • Calculate deferred tax
  • Prepare P11Ds
  • Maintain the tax provision
  • Respond to HMRC queries

• Advisor

  Senior Tax Advisor

  Structures transactions, designs holding entities, models the effective tax impact of group restructurings and reviews tax clearances.

  • Structure transactions
  • Assess tax residency
  • Design holding structures
  • Review tax clearances
  • Model effective tax rate impact
  • Advise on share schemes

• Specialist

  Transfer Pricing Analyst

  Benchmarks intercompany pricing, prepares local and master files, runs comparable searches and assembles country-by-country reports.

  • Benchmark intercompany prices
  • Prepare the local file
  • Prepare the master file
  • Run comparable searches
  • Model the arm's-length range
  • File country-by-country reports

Audit and compliance

• Specialist

  Internal Auditor

  Walks through processes, tests controls, samples transactions, scores SOX risk and tracks remediation to closure.

  • Walk through processes
  • Test controls
  • Sample transactions
  • Assess SOX risk
  • Draft findings
  • Track remediation

• Specialist

  Compliance Officer

  Screens counterparties against sanctions and PEP lists, monitors KYC, drafts suspicious transaction reports and keeps the compliance register current.

  • Screen sanctions
  • Monitor KYC
  • Assess AML risk
  • File suspicious transaction reports
  • Maintain the compliance register
  • Review policies

Deals and M&A

• Specialist

  Due Diligence Analyst

  Builds quality-of-earnings analyses, normalises EBITDA, sweeps the data room, surfaces red flags and benchmarks KPIs against comparables.

  • Build quality of earnings
  • Analyse working capital
  • Normalise EBITDA
  • Review the data room
  • Identify red flags
  • Benchmark KPIs

• Specialist

  M&A Analyst

  Builds LBO models, runs accretion and dilution, drafts information memoranda and teasers, screens targets and quantifies synergy cases.

  • Build LBO models
  • Run accretion and dilution
  • Prepare the information memorandum
  • Model synergies
  • Screen targets
  • Prepare teasers

Finance operations

• Operate

  Accounts Payable Clerk

  Ingests invoices, runs the three-way match against purchase orders and receipts, schedules payments and handles vendor queries.

  • Ingest invoices
  • Three-way match
  • Code invoices
  • Schedule payments
  • Handle vendor queries
  • Detect duplicates

• Operate

  Accounts Receivable Specialist

  Issues invoices, applies cash, chases overdue accounts, scores customer credit risk and reconciles the customer ledger.

  • Issue invoices
  • Apply cash receipts
  • Chase overdue accounts
  • Assess credit risk
  • Reconcile the customer ledger
  • Escalate bad debt

• Operate

  Payroll Specialist

  Runs the payroll cycle, computes PAYE and NIC, processes starters and leavers, files RTI and reconciles pension contributions.

  • Run the payroll cycle
  • Calculate PAYE and NIC
  • Process starters and leavers
  • File RTI submissions
  • Handle pension contributions
  • Generate payslips

Procurement

• Specialist

  Procurement Analyst

  Raises purchase orders, onboards vendors, runs RFQs, evaluates bids against scorecards and tracks spend by category.

  • Raise purchase orders
  • Onboard vendors
  • Run RFQs
  • Evaluate bids
  • Track spend by category
  • Monitor contract compliance

• Specialist

  Contract Administrator

  Ingests contracts, extracts clauses, redlines against a playbook, tracks renewals and flags obligations before they trigger.

  • Ingest contracts
  • Extract clauses
  • Track renewals
  • Redline against the playbook
  • Maintain the contract register
  • Flag obligations

Sales back office

• Specialist

  Sales Operations Analyst

  Cleans the pipeline, forecasts bookings, calculates commissions, assigns territories and tracks quota attainment by rep.

  • Maintain the pipeline
  • Forecast bookings
  • Calculate commissions
  • Assign territories
  • Track quota attainment
  • Enrich leads

• Operate

  Order-to-Cash Specialist

  Creates quotes, converts orders, checks credit limits, triggers fulfilment, recognises revenue and handles billing disputes.

  • Create quotes
  • Convert orders
  • Check credit limits
  • Trigger fulfilment
  • Recognise revenue
  • Handle disputes

• Specialist

  Deal Desk Analyst

  Reviews non-standard pricing, runs discount approvals, models deal economics and enforces the commercial guardrails.

  • Review pricing
  • Route approvals
  • Model deal economics
  • Enforce guardrails
  • Generate order forms
  • Track discount bands

Every agent is built and published in Weaver Studio, works in your own environment, and leaves the decisions that need judgement to a named person. See how the work is orchestrated and how agents learn.