Finance agent
Phase: WorkingExact Online · Outlook
11 invoices overdue, €38,420 in total.
Claude Sonnet 5.5Cost €0.05
AI agents your business can trust.
AI agents that take on real work across your business, from finance and support to sales, legal and operations. They work in the tools you already use, check their own results, and ask before anything important.
KEYS
Your keys stay safe. Agents never see your passwords or API keys.
APPROVAL
You approve what matters. Payments, customer emails and data changes
wait for your OK.
CHECKS
Checked before done. Every task runs its checks before it's marked
done.
DATA
Your data stays yours. Each team's data is kept apart. Sign in with a
passkey or your company's SSO.
Live demo
See your agents at work
Pick an industry. Agents work through real tasks, stop when they need you, and check their results.
Industry:
SPOTTEDThis month's hosting invoice is €1,240 higher than usual(Spotted in the finance inbox, read only)
Working
Support agent
Phase: WorkingZendesk · Shopify · PostNL
4 parcels look lost. Passed to the team.
GPT-5 miniCost €0.08
Sales agent
Phase: PreparingHubSpot · Calendar · Web
Read tomorrow's calendar: 5 customer meetings.
Claude Haiku 5.5Cost €0.00
Operations agent
Phase: PlanningGoogle Workspace · Slack
Plan: find accounts, move files, suspend access.
Mistral LargeCost €0.01
Contracts agent
Phase: WorkingSharePoint · Slack
3 contracts renew automatically before February.
Claude Sonnet 5.5Cost €0.10
Give an agent a task
Pick one and watch it start.
MARKETPLACE
Agents that already know the job.
Each one comes set up: tools connected, rules for what it can do alone, and a check before anything is done.
AC-01
✓ VerifiedAccounting · Agent
Purchase invoice processing
Reads purchase invoices from your clients' inboxes, suggests the ledger account and VAT code, and books them in Exact Online or Twinfield. Anything it isn't sure about goes on your review list.
Exact OnlineTwinfieldOutlook
House rule: “Never book an invoice if the supplier's bank account differs from the one on file. Flag it as possible fraud.”
Check: VAT and totals match each invoice
Budget: €1.50 per run
LG-02
✓ VerifiedLegal · Agent
NDA and contract review
Checks incoming NDAs and supplier contracts against your own playbook, marks every deviation, and drafts a redline with your preferred wording.
WordSharePointYour playbook
House rule: “Governing law must be Dutch, with disputes going to the court in Amsterdam. Flag anything else.”
Check: Every flag cites a clause and a playbook rule
Budget: €0.50 per run
RT-03
✓ VerifiedOnline retail · Agent
Returns desk
Handles return requests in your helpdesk. It checks the order against your return policy, sends a label for eligible returns, and passes the rest to your team.
ShopifyGorgiasSendcloud
House rule: “Returns after 30 days go to a person, even for regular customers.”
Check: Every approved return matches the policy
Budget: €0.40 per run
SU-04
✓ VerifiedCustomer support · Agent
First-line support replies
Reads new tickets, finds the answer in your help centre and past replies, and drafts a response. Urgent or unclear tickets go straight to a person.
ZendeskIntercomHelp centre
House rule: “Never promise a delivery or fix date the customer hasn't already been given in writing.”
Check: Every reply cites a help article or past reply
Budget: €0.50 per run
SA-05
✓ VerifiedSales · Agent + schedule
Meeting prep briefs
Every morning, writes a one-page brief for each sales meeting in your calendar: who you're meeting, what was said last time, open deals and recent company news.
HubSpotGoogle CalendarCompany websites
House rule: “Only use news from the last 90 days, and link every fact to its source.”
Check: Every fact links to a source
Budget: €0.40 per run
OP-06
✓ VerifiedOperations & HR · Agent
Employee offboarding
When someone leaves, it finds every account they have, moves their files to their manager, and suspends access on their last day. Nothing gets deleted.
Google WorkspaceMicrosoft 365Slack
House rule: “Suspend, never delete. Keep accounts for 90 days in case files are needed.”
Check: No active sessions left
Budget: €0.30 per run
Upmo AI gives your team AI agents that work in the tools you already use. They check their own work, and anything that touches money, customers or data waits for you.
Checks
Work gets checked before it's done.
Every task follows the same steps: prepare, plan, work, check. Upmo AI runs the checks itself, so a task only counts as done when they pass.
Same steps every time Checks run by Upmo AI Second reviewer
See it in the demo →
Keys and approvals
Agents never touch your keys.
Agents work with stand-in keys. Upmo AI adds the real one only when a request goes to a site on the task's list. Anything that sends data out, moves money or changes records waits for you.
Stand-in keys Allowed sites per task Your OK before sending
Try an approval in the demo →
Models and costs
Know what every task costs.
Models are included, so there's no separate AI account to set up. Choose the one that suits each agent. Every task shows what it cost and who started it. Set a budget and the agent stops when it's reached. Switching models? Upmo AI tests the new one on your own examples first.
Models included Cost per task Budgets that stop
See costs in the demo →
ZERO TRUST
Zero trust, built in.
An AI agent reads emails, PDFs and web pages written by strangers, and it can act on what it reads. So Upmo AI trusts nothing by default: not the agent, not the document, not the network. Every request is checked, every time.
01
Check every request
Each request is checked against the task's rules. Nothing passes because an earlier one did.
02
Give the least access
A task gets only the tools it needs, a stand-in for your keys, and a budget.
03
Assume something will go wrong
If an agent is tricked, the damage stops at the workspace wall and a person decides.
Network
Agents only reach sites you allow
Each task runs in a sealed workspace with no internet access. It can only reach the tools on its own list.
Keys
Agents never hold your keys
Agents work with stand-in keys. Upmo AI adds the real one on the way out, only for allowed sites.
Approvals
Risky actions wait for a person
Sending data out, moving money or changing records stops and asks. You see exactly what will happen.
Data
Each team only sees its own data
Access rules are enforced by the database itself, so a bug in the app can't show one team another's records.
Sign-in
Sign in with a passkey or SSO, and confirm again for big changes
Use your fingerprint or face, or your company's SAML single sign-on. Changing roles, keys or security rules asks you to confirm again.
Records
Every action and every memory has a source
Each step is logged, and each fact an agent remembers shows where it came from. Correct or delete it at any time.
Upmo AI isn't SOC 2 or ISO 27001 certified yet. The code is open, so your security team can read exactly how it works.
Why zero trust matters for AI →
PRICING
Pricing is coming soon.
Upmo AI isn't open for sign-ups yet. Tell us about your team and we'll let you know when it is.
Cloud upmo.ai
Coming soon
For teams that want agents working without running any servers.
- ✓ We run and update everything for you
- ✓ Models included, no separate AI account needed
- ✓ SAML single sign-on (SSO) with your identity provider
- ✓ Ready-made agents from the marketplace
- ✓ Scheduled tasks, and agents that suggest work
- ✓ Cost per task, team budgets and spend limits
Enterprise Cloud or your own servers
Coming soon
For companies that need their own servers, a private network, or no internet access at all.
- ✓ Runs on your own servers or private network
- ✓ Works without internet access, with local models
- ✓ Audit logs sent to your own security tools
- ✓ Access rules per team and per person
- ✓ SAML single sign-on (SSO)
- ✓ Help from our engineers during setup
Want agents working for your team?
Upmo AI is opening to the first teams soon. Tell us what you'd like to hand off.