Selected pilots
Mo-Ni keeps money follow-through visible.
A finance operations agent for invoicing, receivables, tax reminders, accounting coordination, cash visibility, payments, and portfolio monitoring.
Revenue is not cash until the follow-through happens.
Invoices, payment links, receivables, tax dates, accounting tasks, cash visibility, and investment notes create a lot of small leaks. Mo-Ni makes the money loop visible and acted on.
- ·Invoices and receivables depend on manual follow-up.
- ·Cash, taxes, payments, and accounting live in separate tools.
- ·Founders make finance decisions without a clean weekly picture.
Invoice tracking
Monitors invoice status, reminders, and payment follow-up.
Cash visibility
Summarizes cash position, expected inflows, and known outflows.
Tax reminders
Keeps deadlines and required documents visible.
Accounting coordination
Prepares questions, summaries, and files for accountants.
Portfolio watch
Tracks investment notes and decision reminders where relevant.
Map finance loops
Identify invoicing, payment, accounting, tax, and cash-management routines.
Connect safe sources
Start with exports and low-risk views before deeper integrations.
Run weekly money briefs
Show what needs attention now: invoices, cash, tax, documents, and decisions.
Improve the cadence
Use corrections and outcomes to tune reminders, summaries, and escalation rules.
Managed, not self-serve. A MAIDA agent is a Managed Artificial Intelligence Digital Agent: built around your data, your process, your approval gates, and your commercial outcome.
Double self-improvement loop. Client corrections improve the client agent. Patterns across deployments improve AI Jungle templates and playbooks without leaking client data.
Human approval by default. External messages, financial actions, and sensitive decisions stay gated by people unless the client explicitly changes the operating policy.
Does Mo-Ni replace an accountant?
No. It coordinates the operating layer around finance follow-through. Accountants stay responsible for professional advice and filings.
Can Mo-Ni make payments?
Initial pilots focus on visibility, reminders, and human-approved actions. Payment authority is not enabled by default.
Why selected pilots only?
Finance workflows vary heavily by jurisdiction, stack, and risk appetite. We want tight pilots first.
Start with the workflow where AI can create visible leverage.
We will tell you if Mo-Ni is the right first agent, or if another workflow should come first.
Join the Mo-Ni pilot list →