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    02 · Delegate — AI Workforce

    Early access

    Delegate the operational work. You decide how much autonomy.

    Don't just automate Finance. Delegate the work.

    AI Workforce is OnePlan's agent layer. You delegate anything from a single task to a complete workflow: agents work on your model, within the autonomy and limits you set, coordinate with your team and bring you only what needs your approval.

    You delegate.

    Request early accessSee a week of delegated work

    In early access: we are building it with a small group of companies. This page describes how it works in early access, with sample data.

    Work order

    Delegated · Monday 09:00

    From
    You · Finance lead
    To
    Close Agent
    Task
    Prepare the month⁠-⁠end reconciliation
    On
    Your OnePlan model · March actuals · 14 items
    Autonomy
    L4Executes with your approval
    Limits
    • Up to €2,500 per adjustment
    • Expense accounts only
    • March only
    Notifies
    Luis · AccountingSlack
    Due
    Thursday
    1. Queued
    2. In progress
    3. Awaiting your approval
    4. Done

    Sample data

    Understanding isn't doing.

    Aurora understands your model. AI Workforce works on it. Boardroom helps you decide with the work already prepared.

    The agents

    Early access

    What work can I delegate?

    Named agents. Real tasks. Autonomy you decide.

    Each agent has a mission, works on your model's data and acts within the level and limits its owner sets. This is how a team could be configured:

    Close Agent

    Prepares the close

    Delegated task

    Prepare the month⁠-⁠end reconciliation

    Autonomy

    L4 Executes with your approval

    Limits

    • Adjustments up to €2,500
    • Expense accounts
    • Open period only

    Notifies

    Luis · Accounting

    Slack

    Variance Agent

    Explains variances

    Delegated task

    Explain the procurement variance: actual −317, plan −312 (€ thousands)

    Autonomy

    L3 Recommends

    Limits

    • Read-only
    • Variances above 1%

    Notifies

    Finance lead

    Email

    Cash Agent

    Watches cash

    Delegated task

    Update the 13⁠-⁠week cash forecast

    Autonomy

    L3 Recommends

    Limits

    • Read-only
    • Alerts if forecast cash drops below the minimum

    Notifies

    Treasury

    Teams

    Collections Agent

    Prepares collections

    Delegated task

    Prepare overdue payment reminders

    Autonomy

    L4 Executes with your approval

    Limits

    • Sends only with your approval
    • Invoices more than 30 days overdue

    Notifies

    Marta · Collections

    Email

    Compliance Agent

    Reviews controls

    Delegated task

    Review payment controls

    Autonomy

    L2 Analyses

    Limits

    • Read-only
    • Flags payments without dual approval

    Notifies

    Finance lead

    Slack

    The first five. The workforce grows: more agents can be added.

    Sample data

    A week of delegated work

    Early access

    One task, from work order to record.

    The agent works on its own until it needs a person. And it stops where you decide.

    Close AgentL4Prepare the month⁠-⁠end reconciliation

    1. Monday · 09:00You

      Assignment

      You delegate the March reconciliation to Close Agent, at autonomy L4 with a limit of €2,500 per adjustment.

    2. Monday · 09:04Close Agent

      Preparation

      It matches March's 14 items against your OnePlan model. 12 reconcile; 2 don't.

      Items

    3. Tuesday · 11:20Close Agent

      Exception

      One of the 2 differences has no supporting document: a €3,260 supplier invoice. Without it, no adjustment is prepared.

    4. Tuesday · 11:22Close Agent → Luis

      Notification

      It asks the person who has the document, in the channel your team already uses.

      Slack · #close

      Luis, the supporting document for a €3,260 supplier invoice is missing to close March. Can you send it before Thursday?

      Also by email or Teams

    5. Wednesday · 16:05Luis → Close Agent

      Follow-up

      Luis uploads the document. Close Agent prepares the 2 adjustments: €1,840, within its limit, and €3,260, above it.

    6. Thursday · 10:00You

      Your approval

      At L4, nothing is recorded without you. And the €3,260 adjustment exceeds the €2,500 limit: it would ask for your approval even at L5. You review both with their documents.

      Approved by you · 2 adjustments recorded

    7. Thursday · 10:01OnePlan

      Record

      OnePlan keeps a record of what the agent did, when, with which data and who approved it.

      • Close Agent · 2 adjustments · €5,100
      • Approved by you · Finance lead
      • March actuals · 14 items · 2 documents

      Email · Finance lead

      Close Agent: month-end reconciliation ready. 14 items, 2 differences adjusted.

    Sample data

    Autonomy per agent

    Early access

    You decide how much the AI does.

    Autonomy is earned, not assumed.

    You don't start at L5. You start where you have confidence.

    Close Agent autonomy level

    Prepare the month⁠-⁠end reconciliation

    1. L1Observes14 items observed
    2. L2Analyses14 items reviewed · 2 differences
    3. L3Recommends2 differences identified · recommendation ready
    4. L4Executes with your approvalAdjustment prepared · needs your approval
    5. L5Executes within your limitsAdjustment executed within your limits
    What Close Agent can do at each autonomy level
    What Close Agent doesL1L2L3L4L5
    Reads actuals and your modelYesYesYesYesYes
    Flags the differencesNoYesYesYesYes
    Notifies the people involvedNoYesYesYesYes
    Proposes each adjustmentNoNoYesYesYes
    Prepares the adjustment for your approvalNoNoNoYesYes
    Records the adjustment without waitingNoNoNoNoYes, within your limits

    * Within your limits

    Close Agent limits

    Amount
    Up to €2,500 per adjustment
    Accounts
    Expense accounts only
    Period
    Open period only: March

    Outside these limits, even at L5, the agent prepares the adjustment and asks for your approval.

    Today, with Aurora, OnePlan explains and proposes: what it writes is applied with your approval. Per-agent levels come with AI Workforce.

    Sample data

    What you don't delegate

    Early access

    Agents prepare the work. The decisions stay yours.

    AI Workforce doesn't approve budgets or decide for you. Some work is not delegated, at any autonomy level.

    You keep

    • Approving the budget and the forecast
    • Deciding on hiring, investments and cuts
    • Negotiating with customers, suppliers and banks
    • Closing the period and signing off the accounts
    • Changing an agent's autonomy and limits
    • Answering to your board
    To decide with the work prepared: Boardroom

    The control loop

    Early access

    AI doesn't bypass your financial controls. It works within them.

    1. 01

      AI proposes.

      Close Agent prepares 2 adjustments, each with its supporting document.

    2. 02

      The system validates.

      OnePlan checks permissions, that March is still open and the agent's limits: the €3,260 adjustment exceeds them and is flagged.

    3. 03

      People approve.

      You approve both: at L4, always; the €3,260 one also because it exceeds the limit.

    4. 04

      The action is recorded.

      What it did, when, with which data and who approved it.

    And round again

    Sample data

    Today, with Aurora: what the AI writes is applied only with your approval, within each person's permissions and without touching closed periods.

    Security and AI governance

    Discover which part of your finance function you could delegate.

    AI Workforce is in early access. Tell us which processes you want to delegate and we'll show you how it would work on your model.

    Request early accessDiscover Boardroom

    Early access