TL;DRSoftware that drafts a finance action — a schedule, an invoice, a reminder, a match — for a person to approve.
On the money path an agent's job is to do the routine work and show its reasoning: read the contract and propose typed terms, draft the invoice, choose the next collections step, rank the deposit candidates. It does not send, post, or rewrite on its own.
The test of a finance agent is not how much it automates but whether every draft is reviewable and every sent document is frozen. Otherwise the speed is just faster errors.
Where it happens in Sonic
Next
See it on your contracts
A walkthrough on the agreements and files you actually bill from — not a slide deck.