How an Upmo AI agent gets work done.

The steps of a task

Every task moves through the same six steps, so you always know where it is. The example below follows a bookkeeping agent processing a month of purchase invoices.

1. 1

   Preparing

   Upmo AI opens a sealed workspace for the task and connects only the tools it needs. Nothing else is reachable.

   ExampleCollected 184 invoices from 12 client inboxes.
2. 2

   Planning

   The agent writes a short plan and reads your house rules, such as "never book an invoice from a supplier whose bank account changed".

   ExampleSuggest an account and VAT code from each client's history.
3. 3

   Working

   The agent does the work in your tools. Every step is logged, with what it read, what it changed and what it cost.

   Example175 ready to book, 9 unclear, 1 supplier changed bank account.
4. 4

   Checking

   Upmo AI runs the task's checks itself. If they fail, the agent goes back and fixes the work.

   ExampleVAT and totals compared with each original invoice. 175 of 175 passed.
5. 5

   Needs your OK

   Before anything that sends data out, moves money or changes records, the agent stops and shows you exactly what it wants to do.

   ExampleBook 175 invoices in Exact Online? The one with a changed bank account is held back.
6. 6

   Done

   The task closes with a summary, the cost, and a full log you can come back to.

   Example175 invoices booked. 9 sent to the bookkeeper with a question each.

What agents can do alone

Each agent comes with a short list of what it may do. Every action falls into one of three groups, and you can change them per agent.

When an agent asks, you see the reason and the exact content, such as the 9 reminder emails it wants to send. Approve and it carries on. Deny and nothing is sent or changed.

Your keys

Agents never see your passwords or API keys. They work with a stand-in key, and Upmo AI swaps in the real one on the way out, only for sites on the task's list.

If a document asks the agent to send data somewhere new, say a link hidden in an invoice PDF, the request is blocked because that site isn't on the list.

Checks

An agent can't mark its own work as done. Each task has checks that Upmo AI runs, and the task stays open until they pass.

• Bookkeeping: VAT and totals match the original invoice.
• Support: every reply shows the parcel's current tracking status.
• Contracts: every date matches the signed PDF.

For important work you can add a second reviewer, another model that reads the result before it reaches you.

What agents remember

Agents keep house rules and facts they learn, so they get better at your work over time. Each fact is saved with where it came from and when.

You can see everything an agent remembers, correct it, and delete everything about a person or a task in one step.

Models and costs

Models are included in Upmo AI Cloud, so there's no separate AI account to set up. Choose the one that suits each agent, such as Claude Sonnet 5.5 for bookkeeping or GPT-5 mini for high volumes of support tickets. Sensitive work, such as a law firm's conflict check, can run on a local model, so nothing leaves your network.

• Every task shows what it cost and who started it.
• Each agent has a budget. When it's reached, the agent pauses and tells you.
• Before you switch models, Upmo AI tests the new one on your own past examples and shows you the score.