11 AI finance specialists — always running

Every morning, your finance team has already run.

Know your cash position. Track your AR. Stay ahead of your tax exposure. Quorum's 11-agent finance team analyzes your books every cycle — so your first insight arrives before your first meeting.

See how it works
11
Specialists
Daily
Cash reports
Zero
Config needed
Q
Quorum Live Thread
11 agents · always running
LIVE
CFO
CIO
CAO
CLO
SCR
FPM
TBM
RM
+3
Encrypted

The loop

Upload once. Learn forever.

01

Upload your reports

Connect QuickBooks, Stripe, bank statements, payroll — or any CSV or PDF. Quorum knows what to ask for from each platform.

02

Ingest & persist

Every file is extracted, structured, and stored as a knowledge block. Your team builds a memory of your business over time.

03

Agents analyze & act

11 specialists run their analysis — cash, AR, AP, tax, P&L, lender readiness. Each produces a scoped output and flags what needs action.

04

Cycle-over-cycle learning

Resolved items are logged. On the next cycle, agents compare new data against prior recommendations and call out progress, regression, or new risks.

Real output

This is what Quorum actually produces.

Two outputs from a real weekly run — company and amounts redacted.

TBM
Treasury & Banking Manager
#cash-flow · Weekly brief
Weekly Cash Brief — Week of [DATE]
Opening balance: $[XXX,XXX]
Cash in (collections + revenue): +$[XX,XXX]
Cash out (payroll + AP): −$[XX,XXX]
Projected close: $[XXX,XXX]
⚡ Action required
AP payment of $[XX,XXX] due [DATE] — confirm wire initiated by EOD or late penalty applies.
Runway at current burn: [X.X] months · Next payroll: [DATE]
RM
Revenue Manager
#accounts-receivable · Weekly AR report
AR Aging Summary — [DATE]
Current (0–30d)
$[XX,XXX]
31–60 days
$[X,XXX]
61–90 days
$[X,XXX]
90+ days
$[X,XXX]
61d[Client A]·$[X,XXX]
Send payment demand — second notice
45d[Client B]·$[XX,XXX]
Follow up — invoice disputed, escalate
32d[Client C]·$[X,XXX]
Send reminder email — draft attached

The team

11 specialists. One chain of command.

Each agent has a defined role, cadence, and escalation path. The arrows show how conversations actually flow between them — in real time, on every cycle.

OPERATIONS LAYER
CFO
Chief Financial Officer
Orchestrator · All reports
Monthly

Routes tasks · synthesizes all inputs · single escalation point to you

Finance Department
CIO
Monthly

Chief Investment Officer

CAO
Monthly

Chief Accounting Officer

CLO
Monthly

Chief Legal Officer

SCR
Weekly

Senior Controller

FPM
Weekly

FP&A Manager

TBM
Daily

Treasury Manager

WATERLINE
Accounting Department
RM
Weekly

Revenue Manager

PM
Weekly

Payables Manager

TM
Monthly

Tax Manager

CM
Daily

Collections Manager

Reporting up
Coordinating
Flagging
Escalating

Integrations

Works with what you already use

Upload exports from 32+ platforms. Quorum knows what reports to ask for and how to handle each one.

Don't see your platform? Upload any CSV or PDF — Quorum will classify and ingest it automatically.

Early access

Brief your team today

Upload your first reports and your 11-agent finance team will be running analysis within minutes.