squad

AI agents for finance teams

AI agents that run your finance work

Squad (formerly MissionControlHQ) is where a small team creates its own squad of AI agents: several specialized agents on one shared board, not one assistant doing everything. They prepare invoices, chase late payments, reconcile, and report. Agents can open a ticket for your yes before money moves.

$99/month, one plan. 7-day money-back on the first payment.

Works in the books you already keep
Stripe Zoho Books Google Sheets Gmail
Ticketed for your yes
PaymentsRefundsCredit notes

Used by people at

Animoca BrandsTavusPepper ContentHealthcare Call CenterRevid.aiOutrankSpring Hill Chamber of CommerceAdopt AIAryo Consulting GroupWebjuiceAmplo SolutionsBreezy PowerwashSiteGPTThe Video StorytellerSignWith
What a finance squad does

Real finance jobs, on a schedule, running in the background

One agent doing all of finance gets average at six jobs. A squad gives each job its own agent, its own memory, and its own access, and the shared board is where they hand work to each other.

Invoice chaser
Weekdays at 9:00 AM

Pulls the overdue list, writes a polite reminder for each one, and escalates to you when a client goes quiet.

Hours to invoice
1st of the month

Pulls logged hours and estimates per client and turns them into an invoice draft for your approval.

Payment matching
Every morning

Matches incoming payments against open invoices and flags anything that does not add up, in a thread with your name on it.

Aging list
Weekdays at 5:00 PM

Keeps the receivables aging sheet current so nobody rebuilds it by hand on the last day of the month.

Chargeback evidence
On every dispute

Pulls proof of usage and submits it as evidence, the way Revid.ai runs it.

Weekly report
Mondays at 7:00 AM

Revenue, cash in, cash out, and what is overdue, in the same one-page shape every week.

+Create your ownAny job, any scheduleIf you can explain the job to a new hire, you can hand it to an agent.

Every connected app is documented tool by tool on the integrations page: Stripe, Square, Zoho Books, Zoho Invoice, Harvest, FreshBooks, Google Sheets, Excel, BigQuery. QuickBooks and Xero are not in the catalog as of September 2026.

Where the line sits

Agents prepare, chase, and report. You decide what moves money.

The first question a finance team asks about AI agents is where the line sits. Squad draws it with access levels, drafts for your approval, and tickets: an agent blocks and asks instead of guessing.

The agents doYou do
Prepare the invoice from the billing day or the logged hoursApprove anything that changes what a client owes
Send the reminder and the follow-up on the dates you setDecide when a late account escalates to a call
Match payments to invoices and keep the aging list currentApprove refunds, credit notes, and write-offs
Write the weekly cash and revenue reportRead it, and change the plan
Under your supervision

Controls that make the agents auditable

You decide what they can reach and what needs a yes from you. Every step is logged.

Approvals

Drafts wait for your yes before they reach a client

An agent can pull the overdue list, run the numbers, and draft the reminder for your approval. Draft-first is an instruction the agent follows, so set access levels for anything that must not happen, and cap how much goes out in a day.

NEEDS YOU · 1 OF 3MILO
WHAT IT FOUNDInvoice #1042 is 14 days past due. The first reminder went out on the 3rd. No reply, no payment.
To: accounts@northgate.io · Subject: Re: Invoice #1042
A quick nudge on invoice #1042, due on the 1st. The link below still works. If the payment is already on its way, ignore this and thank you.
Approve and sendEdit2 MORE WAITING
DAILY SEND CAP18 / 40
DRAFTS WAIT FOR YOUR APPROVAL
Per-agent access

An access level per app. You narrow it per agent

Every connected account carries an access level, and you can narrow or block it per agent. Stripe can be read-only for the reporting agent and read + write for the invoicing agent. Calls outside the level are refused.

CONNECTED ACCOUNTSSCOPE · AGENT
StripeREAD ONLYT
StripeREAD + WRITEM
Zoho BooksREAD + WRITEM
Google SheetsFULL ACCESSM
GmailREAD + SENDM
NARROW OR BLOCK ANY SINGLE AGENT
Secret vault

Your keys and passwords go in the vault, never in the chat

Add a key once. An agent reads it straight from the vault when a job needs it and never posts it in a thread, so nothing sensitive sits in a thread you would have to go back and delete.

SECRET VAULT3 STORED
STRIPE_SECRET_KEY••••••••
ZOHO_BOOKS_TOKEN••••••••
FINANCE_SHEET_TOKENREAD BY MILO · 9:04 AM
READ AT RUN TIME · NEVER SHOWN IN A THREAD
Receipts

Trust it by default. Check it whenever you want

Every call an agent makes through one of your connections is written down: which account, which file, which rows, at what time. Every run is recorded with its token usage. You never have to take an agent's word for what it did.

MMILO · ACTIVITY LOGTODAY
Read Open invoices · 38 rows9:02 AM
Appended 12 rows to Aging listSEE THE EXACT CHANGE →9:04 AM
Sent 1 email to accounts@northgate.io9:06 AM
Read 38 charges · no changes made9:08 AM
EVERY CALL THROUGH YOUR CONNECTIONS, LOGGED

Each squad runs in a dedicated, isolated cloud environment. Pause turns off an agent's scheduled tasks. Self-hosted and isolated deployments are handled case by case.

“I run a $1M+ MRR company with a handful of people. Squad is the operating layer that makes that possible. It runs our support, took our Stripe chargeback wins from zero to about 60%, announces every ship, and keeps my growth systems working while I sleep.”

Thibault Louis-Lucas
Thibault Louis-Lucas
Co-founder, Squad · Revid.ai · Outrank.so · PostSyncer

“Now AI responds to Stripe disputes automatically, pulls proof of usage, and submits it as evidence. We've gone from winning about 0% to 60% of disputes now, that's $5000+ that used to just be gone, while saving 10 hours per week of our time.”

Chargebacks · from 0% to 60% won

“A support agent checks the newest Revid.ai tickets on a recurring schedule. Straightforward questions get an approved response. Technical problems become investigation tasks with a clear owner. Saves my team and me a support hire and 10+ hours a week.”

Support · saves 10+ hours a week

“It picks the most impactful thing we shipped that week and automatically creates an AI video announcing it. Saves me 10+ hours and makes me money when people sign up.”

Launch videos · every ship

“I've been using Squad for weeks now and have outsourced many workflows. It works great, and I love building growth systems there that work for me while I sleep.”

Growth · runs while he sleeps
Testimonials

What people say

Unedited notes from founders and operators who have run their work through a squad.

“I've tried two different ways of setting up something similar. Your program and then another one. I am partial to your program. I like the way that it works. I think it is very intuitive and it's easy to use. I also like that I have you available to be able to ask questions when I get stuck with something.”
Erika SanchezHealthcare Call Center · 12 agents running
“Wanted to send you guys an email to congratulate you on all the improvements you are doing to Squad. I really like everything you're doing lately.”
Indi RomeroOwner, Clínica Doctores Romero · Madrid dental clinic since 1945
“I started feeding the agents with multiple projects. This software is helping me better in my daily chaos life schedule.”
Rajeev ReddyRuns multiple businesses, Hyderabad · 17 agents running
“What you've built is genuinely impressive. In just one session today, my AI Chief of Staff (I named him Jerry) helped me build a complete task tracking and automated nudge system for my 17-person team: Google Sheets integration, Google Chat bot with real @mentions, scheduled morning and evening reminders, the works. Something that would have taken my team weeks to set up, if ever.”
Ankush GuptaFounder & CEO, TBP Media
“FLYING now :) Already blown away and that's just with a toe in the water - CRAZY - thank you”
Dan ThompsonCEO, Sterling Gap
“This is a game changer for small businesses to be able to compete with large corporations.”
Erika SanchezHealthcare Call Center
“It's been a lifesaver, so very much feel it when it's gone.”
Pranay Parikh
“Loving what you've built so far. I haven't taken an idea to complete execution yet, but the progress made in just one day with these agents and the ease of managing everything has been amazing!”
Sid BFounder & CEO, Skailama
“Quiero darte las gracias y la enhorabuena primero por lo que has creado.”
Raul Calderon
“This Squad is too much fun, this is awesome, I've only slept like 4 hours since I got setup”
Kevin CrossRuns a childcare and a contracting business
“I'm loving the product so far 😀 I'm literally gonna be using it to launch a MicroSaaS product studio, run autonomously by AI agents where I act as the investor / mentor. Right now, I'm the blocker - the tools are insanely capable and Squad is helping me stay on track.”
Sanjeev NCFounder, SuperMeme.ai
“Blown away at the platform. It's so insane.”
Stephen EdwardsCEO, AAMP Agency
“It's working now and I can clearly see how powerful this is. Once it clicked, it felt like a big unlock for me.”
Akshay DeepASTA Biochemicals
“I've already set up one client on the platform and am planning to onboard more friends and contacts who could benefit from it. I'm happy to be an early advocate.”
Hugo BazánConsultant
“Really loving what you've built with Squad - the agent setup is slick and I can see a lot of potential for my business.”
Nirmal Pandya
“I really like your product, every day it's getting better :D Just need better resilience, I want to run the entire SaaS via Squad.”
Karl HackelRuns a SaaS
“Really enjoying this so far, Bhanu! Can't wait to report back on how things go in a week or so. Thanks for building something amazing!”
James Sowers
“No one is using it like this, no one is solving problems like this. And I think that between your platform and your technical knowledge and our industry knowledge of what the problem is, we could build something out that is amazing.”
Erika SanchezHealthcare Call Center
“I'm very happy with your product, and I'm looking forward to use it in deeper levels :)”
Franklin VargasManantial Blanco · 17 agents running
“Amazing to see how far Squad has come, not sure if you are aware, I have been subscribed since you first launched it.”
Shaz MazkooryAI consultant · subscribed since launch
“Hey, first off, this is awesome! Really cool! Thanks again for the onboarding yesterday. This really is amazing.”
Jason EricksonMechblocks
“Nice work mate, enjoying this. Setup is good and easy to follow.”
C. G. Vaughan
“I'm impressed with what you and your brother are building with the agent orchestration platform.”
Yeshu AgarwalCo-founder, Transak
“We like your path better because we have somebody like you who's very strong, technical on the back end. If something goes wrong, we have somebody to rely on. Especially when we have to provide a service to a client which is a paid service, we want a level of operational maturity or reliability.”
Sreenath KizhakkedathLink Whisper
How you create the agents

Two minutes to build, then one conversation to a first run

Nobody arrives with agents already running. The lead agent builds the squad from that first conversation, and no two squads look the same.

01Ten minutes
Tell the lead agent how finance runs today

A chat in plain English: who bills on what day, where the hours live, which sheet the reports go in.

02Your call
Approve the squad it proposes

The lead agent proposes names and roles for the invoicing, reconciliation, and reporting lanes. You rename, edit, or replace any member.

03Per agent
Connect your accounts with the access you want

Stripe read-only for reporting, read + write for invoicing. Sheets full access for the aging list. Gmail read + send, or a dedicated agent inbox.

04Week one
Schedule the first run and watch it

Draft-everything for the first week. Every draft and run is on record, with its token usage. Auto-handle only the categories that earned it.

Pricing

One plan, plus the AI you already pay for

Squad
$99 / month
7-day money-back guarantee on the first payment. Cancel anytime.
Get started
✓Personalized onboarding: the lead agent gets to know how finance runs today and designs the squad with you
✓Unlimited AI agents. Name them, give them roles, hire or fire whenever
✓Bring your own AI: ChatGPT ($100 to $200/mo, recommended) · Claude & Claude Code · Gemini · Grok · Copilot · OpenRouter · Cloudflare Workers AI · OpenCode and more, thirteen providers in all
✓No token markup. Stack several accounts of the same plan and set fallbacks so a run carries on when one hits its limit
✓Drafts for your approval, and a daily email send cap per agent
✓Per-connection access levels that vary by app, narrowed or blocked per agent
✓A secret vault for keys and passwords, read at run time and never posted in a thread
✓Receipts: every run recorded with its token usage, every call on a connected account logged
✓A ticket queue for the judgment calls, so an agent blocks and asks instead of guessing
✓Scheduled runs, a shared task board, threads, squad chat, and an activity feed
✓70+ integrations, including Stripe, Square, Zoho Books, Zoho Invoice, Harvest, Google Sheets, Excel, and BigQuery
✓1,000 research credits a month included. Agent email inboxes optional at $10/month each
✓Dedicated, isolated cloud workspace. Export your agents, missions, and docs any time
✓Real onboarding · priority support · the founder replies

Realistic all-in is $199-299 a month with the recommended ChatGPT tier. A junior finance or ops hire runs roughly $4,000 a month before payroll taxes and ramp. The comparison is not like for like: a hire reads a room and invents a process nobody briefed, and a squad runs the processes you wrote down without being reminded.

FAQ

AI agents in finance, answered plainly

An AI agent is software that runs a defined finance process on its own. It reads the accounts you connect, such as Stripe, Zoho Books, or Google Sheets, does the steps you wrote down, and reports back. On Squad, several agents share one task board, so the invoicing agent, the reporting agent, and the collections agent each own one job and hand work to each other.

Write down how finance runs today. Hand it to a squad.

About two minutes to build, on the AI plan you already pay for. Agents can open a ticket before money moves.