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Product · Agents

The routine, done before you log in.

Qestra's agents run every day across all your clients. They do the checking and matching, and bring you only what needs a person.

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ABSTRACT IMAGE
Agents/Run historyToday
Agent · client
System
Checked
For a person
Status
Bank agentFjellvik AS
Tripletex
1,284
3
Done
Invoice agentFjellvik Bygg AS
Tripletex
212
2
Needs decision
Bank agentFjellvik Sverige AB
Fortnox
846
1
Needs decision
Intercompany agentFjellvik Group
Finago
64
1
Watch
Invoice agentNordlys Eiendom AS
Visma
138
0
Done
Bank agentNordlys Eiendom AS
Visma
402
0
Done

Four agents, ready on day one

Each one knows the job, runs on the schedule you set, and hands a person only the lines it could not settle on its own.

ABSTRACT IMAGE
Bank agent
1,281 of 1,284 lines matched. 3 for a person.
Bank reconciliation

Matches every bank line against the ledger and flags what is missing, doubled or wrong.

ABSTRACT IMAGE
Invoice agent
Same invoice number paid twice to Kontorab AB.
Supplier invoices

Checks coding, VAT and duplicates before an invoice is approved.

ABSTRACT IMAGE
Intercompany agent
NOK 31,000 difference between Fjellvik AS and Fjellvik Bygg AS.
Intercompany

Matches balances between group companies and proposes the eliminations.

ABSTRACT IMAGE
VAT agent
VAT return for Sep to Oct ready. 2 lines to check.
VAT

Checks VAT codes on every posting and prepares the VAT return. A person reviews it and submits.

01 · Your own agent

Describe it. Check the plan. Switch it on.

Write what you want in plain words, such as "check that every invoice over 50,000 has a purchase order". Qestra drafts the steps, you check them, and the agent goes live as a new version you can roll back.

ABSTRACT IMAGE
Check that every supplier invoice over NOK 50,000 has a purchase order.
Draft plan · version 1
1. Read new supplier invoices since the last run
2. Keep those over NOK 50,000
3. Look for a matching purchase order
4. Send the ones without one to the client's accountant
Switch on

02 · Schedules

Daily, weekly or at month-end.

Set a schedule per client and per agent, or press Run now. Each run is numbered and kept in Run history, with what it read and what it found.

ABSTRACT IMAGE
Bank agentEvery day 06:00
Invoice agentEvery day 07:00
Intercompany agentLast working day

03 · Limits

You decide how far they go.

Each agent has a confidence threshold. Below it, a person decides. Above it, and within your limits, the agent acts and a person reviews it afterwards. Every step is in the audit trail either way.

ABSTRACT IMAGE
Bank agent · confidence threshold
A person decides below92%
Above 92% and under NOK 10,000, the agent posts the match and it goes to review.

Questions about agents

Do the agents replace our accountants?+

No. The agents take the routine work: bank lines, invoice checks and intercompany. Your people make the decisions and keep the client relationship.

Can an agent post to the ledger on its own?+

Only inside limits your firm sets, such as an amount and a confidence level. Everything else is a proposal a person approves, and every posting is logged.

What happens when an agent is unsure?+

It stops and sends the case to a person, with its explanation and the evidence it used.

How do we add an agent of our own?+

Agents are configuration, not code. You describe the steps, the tools and the limits, and a person approves the new version before it runs.

Which systems do the agents work with?+

The systems on the Integrations page, such as Tripletex, Fortnox, Visma, Finago and PowerOffice. Each company keeps its own system.

Early access

Every company. Every system. One place.

Join the waitlist and see Qestra on companies like yours.

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