☆ Click the star on any artifact below to pin it here.
Pinned files
0
☆ Pin any file by clicking its star.
Group by
⋮⋮
›
AR
AR agent
Invoices · dunning · aging · customer state
1 dashboard2 filesLive
✨
Latest insight
$187K collected in May · 23 invoices marked paid · 4 overdue escalated to CFO · DSO 28 days (target ≤30).
Updated this morning · cited Customer & contracts context
Live dashboards
1
AR Aging dashboard
Live · 23 invoices
Reports & files
2
PDF
AR Aging Report — May
850 KB · PDF
02 Jun 2026, 09:42
XLS
Dunning log — Q2
Live · 14 reminders
Live
⋮⋮
›
AP
AP agent
Bills · OCR · vendor payments · approval queue
1 dashboard1 fileLive
✨
Latest insight
47 invoices processed in May · 44 auto-approved · 3 routed to CFO for review ($24,580 total) · resolved within SLA.
Updated this morning · cited Vendor classification context
Live dashboards
1
AP Pipeline
Live · 3 pending approval
Reports & files
1
PDF
AP Report — May
47 invoices · 720 KB
02 Jun 2026, 11:08
⋮⋮
›
RC
Reconciliation agent
Bank match · GL tie-out · journal entries
0 dashboards2 filesLive
✨
Latest insight
47 of 47 accounts balanced for May · 218 journal entries posted · variance 0.02% · 1 residual flagged ($1.2K, under materiality).
Updated 2 days ago · cited Chart of accounts + Materiality thresholds
Reports & files
2
XLS
Reconciliation Report — May
218 JEs · 47 accounts · 1.2 MB
02 Jun 2026, 13:22
XLS
Bank match log
Live · 12,400 tx
Live
⋮⋮
›
FC
Financial Controller
Anomaly detection · close checklist · approvals
1 dashboard1 fileLive
⚠
Latest insight
1 anomaly flagged in May: AWS overrun +18% vs plan ($32K). Reviewed by CFO on May 30, root cause documented. Close approved.
Updated 2 days ago · cited Materiality thresholds + Business rules
Live dashboards
1
Anomaly tracker
Live · 1 active
Reports & files
1
PDF
Close checklist — May
All steps signed off · audit trail
02 Jun 2026, 15:40
⋮⋮
›
AN
Analytics agent
P&L · CF decomposition · variance · ratios
2 dashboards1 fileLive
✨
Latest insight
May P&L: Revenue +1.8% vs plan · OpEx +3.1% vs plan (R&D heavy on hiring) · Op Income −13% vs plan. AWS overrun is the swing.
Updated 2 days ago · cited KPI definitions + Materiality
Live dashboards
2
P&L Live Dashboard
May 2026 · updated 2d ago
Variance vs plan
12 items above materiality
Rolling Forecast
Interactive · live forecast model
Reports & files
1
XLS
Monthly Management Pack
Live · 8 tabs · auto-refresh hourly
Live
⋮⋮
›
RP
Reporting agent
Final close report · daily briefs · board pack
1 dashboard3 filesLive
✨
Latest insight
May close complete. Final report published to cabinet on day 3 (down from day 14 historically). Board pack drafted; awaiting CFO commentary. Daily briefs ran every business day at 06:00.
Updated 2 days ago · cited Company profile + KPI definitions
Live dashboards
1
May 2026 Close dashboard
Approved by CFO · day 3
Reports & files
3
PDF
May 2026 Final Financial Report
PDF · 24 pages · CFO signed off
02 Jun 2026, 16:20
PDF
Board pack — Q2 prep
12 slides · awaiting CFO commentary
03 Jun 2026, 09:10
PDF
Daily briefs — May
23 daily briefs · archive
Live
HTML
May 2026 management report
02 Jun 2026, 16:24
HTML
Cash & collections page
24 Jun 2026, 06:02
LINK
Cash dashboard
24 Jun 2026, 06:06
LINK
Close dashboard
02 Jun 2026, 16:26
LINK
Rolling forecast
22 Jun 2026, 07:20
⠘⠘
›
◆
⋮⋮
›
CN
Accounting Controller (Advanced)
2nd of month · 06:00 · 10 agents
0 dashboards3 filesLive
✨
Latest insight
May 2026: 1,842 transactions matched · Accuracy of Reports 87.00% · 7 confirmed findings, 2 open · FM signed off day 2.
Last run · May 2026 close · Tue Jun 2 · consolidation agent output
Reports & files
3
XLS
Close report — May 2026 (Advanced)
Findings + Agents Execution · 2 sheets · 640 KB
02 Jun 2026, 11:38
HTML
May 2026 consolidated close report (Advanced)
02 Jun 2026, 11:40
XLS
Master Input Catalogue — May 2026
12 items · 11 present
02 Jun 2026, 06:04
⋮⋮
›
CN
Accounting Controller (Simplified)
1st of month · 07:00 · 8 agents
0 dashboards2 filesLive
✨
Latest insight
May 2026 on the fixed 6-input set: Accuracy of Reports 91.00% · 5 findings, 1 open · 2m 40s end to end.
Last run · May 2026 · Mon Jun 1 · consolidation agent output
Reports & files
2
XLS
Close report — May 2026 (Simplified)
Findings + Agents Execution · 2 sheets · 410 KB
01 Jun 2026, 07:18
HTML
May 2026 close checklist (Simplified)
01 Jun 2026, 07:19
⋮⋮
›
AC
Financial Analysis
5th of month · 08:00 · 6 agents
0 dashboards3 filesLive
✨
Latest insight
May 2026: Financial Health Score 84 · Healthy · EBITDA $620K (normalised $634K) · 6 top movers, 4 actions · pack approved Jun 5.
Last run · May 2026 · Fri Jun 5 · consolidation agent output
May 2026 CFO report: Bottom Line drafted · 3 risks · 5 decisions (3 CFO / 2 Founder) · forward view to August · awaiting CFO sign-off.
Last run · May 2026 · Mon Jun 8 · consolidation agent output
Reports & files
2
XLS
CFO report — May 2026
9 sheets · draft · awaiting CFO sign-off
08 Jun 2026, 09:16
HTML
May 2026 CFO report
08 Jun 2026, 09:16
⋮⋮
›
DR
Bank & cash reconciliation
Business days · 07:00 · 6 agents
0 dashboards2 filesLive
✨
Latest insight
24 Jun: 214 transactions · 206 matched automatically · 2 FM decisions · 0 unexplained · 4 of 4 accounts tie. 9m 40s against 2–5 hours by hand.
Last run · today 07:00 · consolidation agent output
Reports & files
2
XLS
Daily reconciliation — 24 Jun 2026
4 accounts · 214 transactions · 0 unexplained
24 Jun 2026, 07:10
HTML
Balance proof — 24 Jun 2026
24 Jun 2026, 07:10
⋮⋮
›
AR
13-week cash flow forecast
Mondays · 08:00 · 6 agents
0 dashboards2 filesLive
✨
Latest insight
w/c 22 Jun: 11 signals picked up, 6 assumptions changed · low point week 9 $12.64M · week-1 accuracy 98.7%. 14m 05s against 4–5 hours a week by hand.
Last run · Mon 22 Jun 08:00 · consolidation agent output
Reports & files
2
XLS
13-week cash flow — w/c 22 Jun 2026
model · signals · assumptions · accuracy
22 Jun 2026, 08:18
HTML
13-week cash flow — w/c 22 Jun 2026
22 Jun 2026, 08:18
⋮⋮
›
DS
Invoice generation & send
1st of month · 08:00 · 5 agents
0 dashboards3 filesLive
✨
Latest insight
June run: 128 invoices, $1.84M drafted from the agreements · 124 tied first time · 4 exceptions · one approval click. Issued 2.1 days earlier than the manual cycle.
Last run · Mon 1 Jun 08:00 · consolidation agent output
Reports & files
3
XLS
June billing run — invoice register
128 invoices · $1.84M · 4 exceptions
01 Jun 2026, 08:12
HTML
June billing run — send log
01 Jun 2026, 08:12
PDF
INV-5601 — Kestrel Rail Systems
$162,400 · sent 1 Jun · net 30
01 Jun 2026, 08:12
⋮⋮
›
AM
AR reconciliation & collections
Business days · 09:00 · 5 agents
0 dashboards2 filesLive
✨
Latest insight
24 Jun: $380K received · 12 of 14 receipts applied automatically · 9 reminders, 7 sent · 2 account managers briefed · past due $612K, DSO 41. 12m 30s against 6–8 hours a week.
Last run · today 09:00 · consolidation agent output
Reports & files
2
XLS
AR reconciliation — 24 Jun 2026
receipts · application · aging · outreach
24 Jun 2026, 09:12
HTML
Collections log — 24 Jun 2026
24 Jun 2026, 09:12
⋮⋮
›
CP
Client Context Builder
On demand · onboarding · 4 agents
0 dashboards3 filesLive
✨
Latest insight
19 context layers for Helios Technologies, Inc. · 796 fields · maturity Baseline.
Not run yet · consolidation agent output
Reports & files
3
MD
Client Skill file — Helios Technologies
kickoff-investigator
24 Sep 2026
MD
Research Map — 19 blocks
5 sources
24 Sep 2026
HTML
Context gaps questionnaire
39 fields for the 29 Sep session
24 Sep 2026
⋮⋮
›
CN
Accounting Controller · Advanced
3rd of month · 06:00 · 10 agents
0 dashboards5 filesLive
✨
Latest insight
August 2026: Accuracy of Reports 78.00% · 9 findings (1 Critical) · EBITDA $649,392 → $405,000 after 8 adjusting entries.
Not run yet · consolidation agent output
Reports & files
5
XLS
Close report — August 2026 (Advanced)
Findings · Adjusting entries · Agents execution
HTML
August 2026 consolidated close report
XLS
Adjusting entries — QuickBooks import (AJE-01…08)
XLS
Master Input Catalogue — August 2026
13 items · 28 documents
MD
Input agent — confirmation record
⋮⋮
›
AC
Financial Analysis · Monthly
4th of month · 08:00 · 6 agents
0 dashboards2 filesLive
✨
Latest insight
August 2026: Financial Health Score 86 · Healthy · EBITDA $405K, normalised $463K · R&D recharge is the mover.
Not run yet · consolidation agent output
Reports & files
2
XLS
Analysis pack — August 2026
6 sheets
HTML
August 2026 analysis — board report
⋮⋮
›
NW
Daily cash · Helios
Daily · 07:30 · 21 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
BE
Day close · Helios
Daily · 23:30 · 18 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
FA
Payroll cycle · Helios
15th & EOM · 19 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
BP
Weekly reporting · Helios
Mondays · 08:00 · 12 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
CO
Rolling forecast · Helios
Monthly · after reporting · 11 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
HF
Quarter close & board · Helios
Quarterly · 9 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
RP
Quarterly strategy review · Helios
Quarterly · after board · 22 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
DD
Fundraise / financing · Helios
Project · CEO/board start · 15 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
RG
Pricing & GTM strategy · Helios
Twice a year + signal · 10 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
DR
Bank & cash reconciliation · Helios
Business days · 07:00 · 6 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
AR
13-week cash flow forecast · Helios
Mondays · 08:00 · 6 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
DS
Invoice generation & send · Helios
1st of month · 08:00 · 5 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
AM
AR reconciliation & collections · Helios
Business days · 09:00 · 5 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
UC
Unit Economics · Helios
6th of month · 08:00 · 3 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
⋮⋮
›
CC
CFO Reporting · Helios
8th of month · 09:00 · 4 agents
0 dashboards0 filesLive
✨
Latest insight
Configured for Helios Technologies — agents, workflows and schedule are set. It is not part of the 4-week pilot, so it starts once the pilot processes are live.
Planned · after the pilot · consolidation agent output
Reports & files
0
Static artifact gallery
Read-only patterns · dashboards & tabular reports
10 artifactsStatic
◆
Static artifact patterns
Every artifact here is read-only — explore freely (filter, sort, switch, drill, move sliders) but state can’t be saved. Hover any chart element for details.
Demo set built by Fuel team
Dashboards
6
Revenue explorer
Charts + date & segment filters
Unit economics explorer
Sliders · LTV / CAC / payback
Customer table
Sortable + searchable
KPI dashboard
Switch between metrics
Expense breakdown
Drill into categories
AI insights board
AI commentary + chart
Tabular reports
4
P&L report
Period + Actual/Budget/Variance
Financial statements
Switch P&L / CF / BS
P&L drill-down
Expand to account level
Report with AI notes
AI commentary + table
⋮⋮
›
⚒
Custom
Client-specific artifacts · not tied to one agent
2 artifacts1 fileCustom
⚒
Custom-built for this client
Reports + artifacts built outside the standard agent library. Useful for ad-hoc requests, one-off analyses, and client-specific workflows.
Built by Fuel team on request
Custom artifacts
2
Cohort retention
Custom · live
CAC payback by channel
Custom · 6 channels
Custom reports & files
1
XLS
Pricing scenarios — Q3
Custom · 4 scenarios · 1.4 MB
28 May 2026, 14:22
Settings
Add context layer
GI
General company info
High-level company facts maintained by the client: mission, team size, locations, board members, key contracts, fundraising history · Team: 142 (incl. 14 finance + ops)
CO
Company profile
Industry: SaaS · B2B · Stage: Series C · ~$50M ARR · Fiscal year ends December 31 · Reporting basis: GAAP, accrual · Currency: USD primary, EUR, GBP