vAutomate

Command Center
Process Intelligence
Agent Studio
Fleet2

Team

Sarah J.
David L.
Alex K.

vAutomate

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HomeAgent StudioMonthly Finance Reconciliation

Agent Studio

Monthly Finance Reconciliation

Select Steps for Autonomous Execution

Human judgment reserved for final approval

Pull closed-period balances
ERP
Export bank activity CSV
Bank portal
VLOOKUP match and flag exceptions
Excel
Post reconciling entries
ERP

System Prompt Preview

Auto-generated from boundary selection (read-only) — typing effect

Assigned Skills

Salesforce API Integration
Metabase Query Connector
OCR Document Extraction
Desktop Computer UseActive

Guardrails & Human-in-the-Loop

Validation rules

IF

THEN

IF

THEN

Human-in-the-loop

Step 5 (Legal approval) always routes to a human reviewer when left out of autonomous execution.
3-day SLA for human response on escalations.