Finance agents that learn how you work, then operate alongside you
Finance agents that learn how you work, then operate alongside you
Finance agents that learn how you work, then operate alongside you
99% of enterprise finance teams run on established systems not built for AI.
Rex connects to your stack, learns your operating procedures, then works alongside your team — starting with accounts receivable.
Rex enables lean finance teams to operate at a scale that wasn't possible before — without ripping out their existing systems.
Built by former founders and operators who scaled Sequoia and a16z-backed startups from zero to hundreds of customers.
99% of enterprise finance teams run on established systems not built for AI.
Rex connects to your stack, learns your operating procedures, then works alongside your team — starting with accounts receivable.
Rex enables lean finance teams to operate at a scale that wasn't possible before — without ripping out their existing systems.
Rex is built by former founders and operators who scaled Sequoia and a16z-backed startups from zero to hundreds of customers.
99% of enterprise finance teams run on established systems not built for AI. Rex connects to your stack, learns your operating procedures, then works alongside your team — starting with accounts receivable.
Rex enables lean finance teams to operate at a scale that wasn't possible before — without ripping out their existing systems.
Built by former founders and operators who scaled Sequoia and a16z-backed startups from zero to hundreds of customers.
99% of enterprise finance teams run on established systems not built for AI. Rex connects to your stack, learns your operating procedures, then works alongside your team — starting with accounts receivable.
Rex enables lean finance teams to operate at a scale that wasn't possible before — without ripping out their existing systems.
Rex is built by former founders and operators who scaled Sequoia and a16z-backed startups from zero to hundreds of customers.
Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...
Customers
Reviewing custom instructions...
Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...
Customers
Reviewing custom instructions...
Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...
Customers
Reviewing custom instructions...
Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...
Customers
Reviewing custom instructions...