Reconciliation agent
Required before the Co-pilot shows anything. It tunes how the checks run. Open Agents › Add agent › Reconciliation and walk the steps:- Identity — a name (a suggested one is pre-filled; press ✕ to type your own).
- Known payments — IBANs for payroll, ΕΦΚΑ, ΦΜΥ, tax or ΔΙΑΣ payments, so the agent recognises them from the first run. Saved as you add them. Optional.
- Checks — which checks run (VAT agreement, arithmetic, counterparty identity, credit-note linkage…) and the tolerances (timing grace in days, amount tolerance in €).
- Scope (firms) — whole organisation or specific clients.
- Schedule — manual, daily, weekly or monthly. Runs also happen when new documents or statements arrive.
- Voice — how findings are worded.
- Review and activate — the first reconciliation runs straight away and the Co-pilot opens.
Capture agent
Screens your connected email inboxes and decides which emails carry real documents, so newsletters never enter your books. Needs at least one connected mailbox (see Email inboxes).- Identity — a name.
- Inboxes — tick the mailboxes to scan.
- Accuracy — rules checked before any AI: always take these senders, never scan these senders, keywords that force ingest (τιμολόγιο, invoice…), trusted filename patterns. Firms can file a sender’s documents to a client automatically.
- Scanning — every 15 minutes, hourly or daily; and what to do when the AI is unsure: Take it (recommended) or Hold for review.
- Voice.
- Review and activate — you can dry-run the screener on the last 25 emails of one inbox first.