Finance agents that do the work for you
Highbeam Intelligence: the Agentic Finance Platform for brands. Our agents automate manual finance tasks, improve your bottom line, and save you time.
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See our AI agents in action
AI Analyst
Explore LTV by new and returning customers.
Bookkeeping Assistant
Categorize and reconcile transactions on autopilot.
Treasury Agent
Earn more yield on your idle cash without lifting a finger.
Agents built on Highbeam Intelligence
Integrates brand expertise, CFO insights, and your financial data—all in one financial platform
Actual outcomes, not just
dashboards and data
Meet your AI Analyst
Your brand's finance expert, on demand. AI Analyst answers finance questions through cash flow analysis, benchmarking, and more. It generates live reports, builds models, and runs scenario planning instantly, so you can make smarter decisions faster.
Meet your Treasury Agent
Maximize yield and minimize interest. Treasury Agent automates cash flow, moving funds between operating, high-yield, and credit accounts. Earn more on your idle cash while keeping borrowing costs low—without manual transfers.
Meet your Bookkeeping Assistant
Your always-on bookkeeping assistant. Categorize transactions in real time across all accounts with 95%+ accuracy, keeping books clean and reconciliation effortless. Help your finance team close faster and focus on cash flow, not data entry.
Meet your Alerts & Reporting Agent
Alerts & Reporting Agent cuts through the noise and surfaces what truly matters—tracking key metrics, flagging risks, and delivering real-time alerts so you can stay ahead of cash flow issues and focus on profitability.
Highbeam’s Treasury agent has made us thousands by automatically moving cash into high-yield accounts when we don’t need it and allowing us to pull from the cheapest credit option when we do.
Highbeam’s AI Analyst gives me a financial expert 24/7. I can ask it anything—LTV, vendor spend, ROAS—and get instant answers without digging through spreadsheets and scattered data.
Highbeam keeps transactions organized across all our Highbeam and connected accounts, so we’re never playing catch-up. The cash flow process is much more streamlined and efficient with all our information captured in one place.
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Highbeam Intelligence lets me manage my business cash flow in real-time. This helps me save what matters most—time and money.
The more horsepower you dedicate to automated cash management functions early on, the better set up you are for the future and the fewer headaches you’ll have downstream.
Treasury management is essential but is cumbersome to do manually. Highbeam Intelligence makes sure every dollar is in the right place, whether it’s earning yield or reducing our interest expenses.
