forecast updates from live data and spreadsheets. Automated workflows include data pulls, reconciliations, schedule roll-forwards, and alerts for anomalies or policy breaches. Integrations typically include systems such as QuickBooks Online, NetSuite, Xero, Snowflake, Google Sheets, and Slack or Microsoft Teams. Role-based permissions and audit logs help govern data access and track actions. APIs and connectors enable embedding the agent into existing dashboards and finance processes.