Finance · Self-hostable

AI teammates for finance operations.

Reconcile payment sources against the ledger, explain any variances, and prep the reconciliation note.

Connects to
ChannelDiscordGitHubGmailGoogle CalendarGoogle ChatHacker NewsLinearMicrosoft TeamsPostgreSQLProduct HuntRedditRepositoryRSS / AtomSlackTelegramWhatsApp CloudX (Twitter)YouTube+3 more
How it works

From source changes to shared memory.

Connect the systems this teammate can read, define its goal, and keep every result grounded in current, scoped context.

1

Connect your data

Pick the systems it can read. Lobu turns those updates into live customer memory.

StripeNetSuiteSnowflakePostgreSQL50+ more
Reuse a prebuilt connector, or point Lobu at any database you use.
Your agent writes code to reconcile any ledger.
9,300 eventsConnector SDK
2

Define the goal

Tell it what to watch for and when to ask before acting.

“Reconcile payment sources against the ledger, explain any variances, and prep the reconciliation note.”

Runs unattended · posts to #finance-digest.Watchers
3

Lobu works autonomously

It scans memory on schedule, spots the account at risk, and keeps the evidence attached.

Live finance memory · 40 accountsaccount
Account 4100
Merchant · STR-44
variance
balance $187,420variance $12,480
Derived from recent events:
Opened with a $12,480 variance
9m ago · NetSuite
3 refunds settled after the cutoff
7m ago · Stripe
Month-end reconciliation note due
4m ago · Close checklist
Account 4000reconciled
Account 5200reconciled
+ 38 more accountsMemory & entities
4

You review and approve

You can edit the draft, send it, or leave it.

F
Finance agent
online
The 4100 variance traces to merchant STR-44, the same 3-day settlement lag we saw in September, $12,480 net. Want me to draft the month-end note?12:01
Yes, ready it for sign-off.12:01
Drafted and ready for your sign-off. Posted to #finance-digest.12:01
Replies in your team's chat, or your own app over the API:
For engineers

The whole agent, in code.

One project defines it end to end: the agent, its connectors, the memory schema, watchers, and skills. Write it yourself, or let your coding agent generate it. Pick a piece to read the code.

lobu.config.tslobu.config.ts
import {
  connectorFromFile,
  defineAgent,
  defineConfig,
  defineEntityType,
  defineRelationshipType,
  defineWatcher,
  reactionFromFile,
  secret,
} from "@lobu/cli/config";
import type QuickBooksTransactionsConnector from "./quickbooks-transactions.connector.ts";
import type reconciliationMonitorReaction from "./reconciliation-monitor.reaction.ts";

const finance = defineAgent({
  id: "finance",
  name: "finance",
  description:
    "Help finance teams reconcile data, explain variance, and prepare reporting runs",
  dir: ".",
  providers: [
    {
      id: "anthropic",
      model: "claude/sonnet-4-5",
      key: secret("ANTHROPIC_API_KEY"),
    },
  ],
  network: {
    allowed: [
      "github.com",
      ".github.com",
      ".githubusercontent.com",
      "registry.npmjs.org",
      ".npmjs.org",
    ],
  },
});

// entity types and relationships defined here…

const reconciliationMonitor = defineWatcher({
  agent: finance,
  slug: "reconciliation-monitor",
  name: "Reconciliation monitor",
  schedule: "0 6 * * 1-5",
  notification: { priority: "high", channel: "both" },
  tags: ["finance", "reconciliation", "daily"],
  minCooldownSeconds: 3600,
  reaction: reactionFromFile<typeof reconciliationMonitorReaction>(
    "./reconciliation-monitor.reaction.ts"
  ),
  prompt:
    "Check accounts for unreconciled transactions, new variances, and approaching reporting deadlines. Lead with exceptions that need review.\n",
});

export default defineConfig({
  connectors: [
    connectorFromFile<typeof QuickBooksTransactionsConnector>(
      "./quickbooks-transactions.connector.ts"
    ),
  ],
  org: "finance",
  orgName: "Finance",
  orgDescription:
    "Help finance teams reconcile data, explain variance, and prepare reporting runs",
  agents: [finance],
  entities: [account, report, transaction, variance],
  relationships: [createsVariance, reconcilesTo, summarizedIn],
  watchers: [reconciliationMonitor],
});
04/EXAMPLES ]

Explore agent workflows.

Each example shows the sources, the memory, and the action for one AI teammate. Same loop — connect, watch, act — pointed at a different job.

01Sales

Tracks account health, rollout progress, and renewal signals across the customer base.

Sources
HubSpotStripeZendesk
Draftsa CSM check-in when a renewal nears and health drops.
Fork this agent →
02Legal

Reviews incoming contracts, summarizes risk, and surfaces missing protections before sign-off.

Sources
DriveGmailDocuSign
Flagsmissing clauses and routes them for review.
Fork this agent →
03Finance

Reconciles data across systems, explains variance, and prepares recurring reporting runs.

Sources
StripeSnowflakePostgres
Preparesa variance summary ahead of the monthly close.
Fork this agent →
07/RUN ANYWHERE ]

Local, self-hosted, or managed.

The same project runs on your laptop, in your cloud, or fully managed by lobu — your data and controls stay wherever you need them.

Local

Run on your laptop.

One command boots the gateway, workers, memory, and embeddings.

Self-host

Run in your cloud.

Docker, a cloud VM, or Kubernetes when data and controls need to stay with you.

lobu Cloud

Let lobu run it.

The same project with managed isolation, secrets, and upgrades — nothing to operate.

09/FROM THE BLOG ]

Latest blog posts

Give every teammate a colleague.

Paste the setup prompt into Claude Code — lobu.config.ts, role files, and channels land in your repo. Ship it today.

Start building
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