Custom agents for your back-office
Close your books faster, catch project risks earlier, and get paid sooner.
Why contractors use Agave Agents
Agents read data from your ERP, PM tools, inboxes, and documents, then create and update records in your ERP and PM systems, with your existing permissions and approval controls.
Let agents handle the repetitive work across job accounting, billing, and payments, so your team can focus on the work that actually needs their judgement.
Agents monitor the work moving through your emails, documents, and business systems, surfacing missing information, unexpected costs, and potential issues as they appear, not after.
Agents show what they’re about to do, how confident they are, and where the information came from. Anything they can’t handle confidently goes to your team for review and always keeps a human in the loop.
Agents read data from your ERP, PM tools, inboxes, and documents, then create and update records in your ERP and PM systems, with your existing permissions and approval controls.
Let agents handle the repetitive work across job accounting, billing, and payments, so your team can focus on the work that actually needs their judgement.
Agents monitor the work moving through your emails, documents, and business systems, surfacing missing information, unexpected costs, and potential issues as they appear, not after.
Agents show what they’re about to do, how confident they are, and where the information came from. Anything they can’t handle confidently goes to your team for review and always keeps a human in the loop.
Agents work seamlessly across your existing systems
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Complex workflows, automated with Agave Agents
General Agent Capabilities
Read and write data across systems
Gather information from your ERP, inboxes, documents, spreadsheets, and team messages, and write the results back to your ERP and PM systems.
Built-in business context
Your jobs, cost codes, vendors, and contracts are already in context, so you never have to explain your business or your chart of accounts.
Inherited permissions
Carry your existing access controls into Agave, so agents only work within the systems, projects, and data each user is allowed to access.
Auditable run history
Every run keeps a step-by-step record of what the agent saw, what it decided, and what it produced. Read it back, correct it, re-run it.
Plain-language customization
Adjust any agent in your own words: which risks matter, which thresholds to watch, which format your GCs will accept.
Document preparation
Draft emails, lien waivers, billing packages, pay applications, and other documents using your data and templates.
Centralize your financial operations on one platform
ERP Sync
Seamlessly integrate your PM and ERP system.
AP Automation
Capture invoices, route approvals, and sync directly to your ERP.
Expense Management
Capture field expenses and auto-code with AI.
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Vendor Compliance
Automatically parse CoIs, W-9s, and lien waivers from your inbox.
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Agave MCP
Interact with your ERP & PM data in ChatGPT or Claude.
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AI Analytics
Build custom reports in seconds from your PM and ERP data.
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Frequently Asked Questions
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No. Agave agents give you more capability per team member and help your team take off the work that keeps piling up but isn’t getting done.
Claude can reason about anything you paste into it. What it can't do is hold your permissions, run on a schedule while nobody is watching, or reach into Vista or Spectrum on its own. Agave agents run on the same sync, cache, and write layer that already moves data between your ERP and your project management system, so they work on live records under your roles instead of on a copy you exported.
No. Anything that would create a record is held and shown to a person first, with the exact values it would write.
Only the systems and projects you point it at, and only what your existing roles already allow.
