Automate Financial Admin. Focus on Financial Wins.

AI Agents that manage your emails, reports, client follow-ups, and more — while you stay focused on financial strategy.

Deploy Your AgentWatch 2-Min Demo

You became a finance professional to advise, not to copy-paste.

  • Endless client emails and meeting notes
  • Tax prep docs and follow-up reminders
  • Financial report compilation
  • CRM and ledger updates
  • Invoice tracking and receivables

So you can:

  • Maximize client face-time
  • Save hours of desk work weekly
  • Leave work on time, guilt-free

Set Up Your Agent in 5 Minutes

  1. Upload your SOP/checklist (e.g., “Weekly Report Compilation”)
  2. Connect WhatsApp or Slack for remote supervision
  3. Install the desktop client — no dev needed
  4. Assign tasks with a click
  5. Get screenshot proof, approve, and relax

Example Use-Cases:

  • Scan inbox for bank statements → update tracker
  • Follow up on overdue invoices → send reminder
  • Prepare end-of-week cashflow summary
  • Sync CRM after Zoom meetings

Accountants & CPAs

  • Auto-draft client reports
  • Notify clients of upcoming deadlines
  • File checklists with document AI

Financial Advisors

  • Prep client meeting summaries
  • Alert you on portfolio changes
  • CRM updates with WhatsApp approval

Finance Back Office

  • Pull ledger entries from ERP
  • Validate expense submissions
  • Share audit logs with managers

Real Results from Financial Professionals

Case Study: CPA Office

Laura, a solo CPA, used FastBuilder to automate client follow-ups and invoice tracking. She saved over 10 hours per week during tax season and improved client response time by 40%.

Case Study: Financial Advisor

Marcus leveraged an AI agent to generate weekly summaries and alert him about portfolio events. He cut prep time by 70% and increased face-time with clients.

Case Study: Mid-size Finance Team

A finance ops team of 5 used FastBuilder to automate reconciliation reports and email audits. Their reporting accuracy rose by 25% and review time dropped significantly.

“I used to burn hours compiling financial summaries. Now my agent does it while I grab lunch.”

– Priya M., CPA


“The WhatsApp updates are gold. I approve tasks while walking between client meetings.”

– Daniel K., Financial Advisor

Pricing Plans

Free

1 Agent, 3 Apps, 50 Tasks/mo

$0

Pro

Unlimited Tasks, WhatsApp Support

$29/mo

Premium

Document AI, Analytics, Priority Support

$79/mo

Compare Plans

Let your AI assistant handle the desk work — while you build wealth for others.

Start FreeBook a Demo