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AI agents for operations teams

Operations runs on unglamorous, unending work: chasing invoices, reconciling numbers, updating trackers, assembling the weekly KPIs. Fleece agents take that back office — across Stripe, QuickBooks, Google Sheets, Gmail, and Slack — with approval gates on anything that touches money.

4-day trial · Cancel anytime

In short

AI agents for operations are autonomous agents that run the back office: they chase overdue invoices behind approval gates, summarize reconciliations, assemble KPI reports, and keep spreadsheets and records clean. Fleece AI runs them across Stripe, QuickBooks, Google Sheets, Gmail, Slack, and 3,000+ other tools, with approval gates on every money-touching action and every run recorded step by step.

By Loïc Jané · Updated July 5, 2026

The back office, on autopilot

Operations is the function that keeps everything else running, which means it inherits the work no one else wants: reminding a client their invoice is nine days overdue, reconciling Stripe payouts against QuickBooks, chasing the missing field on an onboarding record, rebuilding the KPI sheet every Monday. Rigid automation tools cover the parts that never change and leave the judgment calls on your desk.

Fleece agents run that back office with judgment. An agent watches for the overdue Stripe invoice, drafts the chase email in the right tone, and waits for one-click approval before it sends — because money-touching actions always sit behind a gate. It reconciles the week's payments, flags the three that do not match, and posts a plain-language summary to Slack. A lead agent can hand data cleanup to one child agent and KPI reporting to another, the way an ops team splits its own queue.

Everything connects through managed OAuth — Stripe, QuickBooks, Google Sheets, Gmail, Slack, Notion, and 3,000+ other tools — with real-time triggers for the moment an invoice goes overdue and scheduled flows for the weekly close and reporting rhythm. For tools without a clean API, agents use browser automation.

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What operations teams delegate first

Two workflows pay back fastest: a finance-automation agent on invoice chasing and reconciliation, and a data-analyst agent on KPI reporting and spreadsheet hygiene.

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Works where your back office runs

Deep, documented integrations for the operations stack — each one below has its own guide covering triggers, capabilities, and real scenarios.

Explore all 3,000+ integrations

Frequently asked questions

The recurring back-office work: chase overdue invoices with a drafted email, reconcile payments against the ledger and flag mismatches, assemble weekly KPI reports, keep spreadsheets and onboarding records complete, and post plain-language summaries to Slack. Anything that moves money waits for your approval; the routine reconciliation and reporting runs on its own so your team handles the exceptions.

No, not unless you allow it. Approval gates hold every money-touching action — invoice sends, payment chases, refunds, ledger edits — for your one-click sign-off, while read-only work like reconciliation and reporting runs automatically. You set each agent's autonomy from suggest-only to fully autonomous, and every run is recorded step by step for a clean audit trail.

Stripe, QuickBooks, Google Sheets, Gmail, Slack, and Notion have documented integrations, and the rest of the finance and ops stack — Xero, NetSuite, Airtable, and more — connects through the same managed OAuth catalog of 3,000+ apps. Agents reach across all of them, so a single workflow can span billing, the ledger, and reporting.

Workflow tools like n8n execute fixed nodes and branches you wire by hand; when a case falls outside the graph, it stops. A Fleece agent reads the actual invoice, payment, or record, exercises judgment on the exceptions, and acts across your whole stack from one plain-language brief — no node graph to build or maintain. You describe the outcome; the agent works out the steps.

Connect Stripe, QuickBooks, and your spreadsheets through managed OAuth, describe the back-office job in plain language, and set the approval gates on anything that touches money — most teams run their first real workflow the same day. The 4-day trial is enough to put an agent on live invoice chasing and reconciliation before you commit.

Put your back office on autopilot

Connect your finance stack, brief an agent in plain language, and let it run the back office. 4-day trial, cancel anytime.

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AI Agents for Operations Teams | Fleece AI