Sync AI · Finance Agent

Month-end answers, every morning.

The Sync AI Finance Agent watches the numbers finance usually reconstructs after the fact: AR aging, review and performance, margin by style and season, cost actualization and BOM variance against standard, and the customer analysis behind it all - refreshed on a schedule from live Sync data.

Runs on a schedulePermission-scopedInside SyncAsk via Sync MCP
Receivables on watch

AR aging that names names, every run.

Aging, review and performance in one pass - who is past terms, how far, what changed since the last run - so collections start from a live list instead of a month-old export.

  • AR aging by customer, refreshed every run
  • AR review and performance against terms
  • Movement since the last run, called out
SWho is past terms, and how far?
AR Watch · Daily run
$212Kpast 60 days
14 accounts past terms - oldest balance now at 94 days.
14ACCOUNTS PAST TERMS
94DAYS, OLDEST BALANCE
6MOVED SINCE LAST RUN
Two balances crossed 90 days - this week - both flagged for review.
6 accounts moved buckets - since yesterday - detail per account.
Largest exposure is one account - concentration called out by the run.

Sync Demo dataset

Cost truth

Margin by style, with the variance explained.

Margin by style and season, with cost actualization against standard so BOM variance has a name - a fabric price move, freight, a factory change - instead of a shrug at month end.

  • Margin by style, season and channel
  • Cost actualization: actual landed cost vs standard
  • BOM variance flagged at the style level, with the driver
Finance Agent · nightly runLIVE
01
Refresh AR positionAging, review, performance
Done
02
Actualize costsActual vs standard, per style
5 variances
03
Update margin viewBy style, season, channel
Ready
What it watches

The numbers finance stops rebuilding

Every run refreshes the views that usually wait for month end.

AR aging & review

Who is past terms, how far, and what moved since the last run - a live collections list.

Margin by style

Blended and style-level margin by season and channel, always current.

Cost actualization

Actual landed cost against standard, so the margin number is real, not planned.

Customer analysis

Growth, decline and concentration by customer - who is carrying the season and who is a risk.

How it runs

Scheduled inside Sync. Answerable from your assistant.

Sync AI agents run on a schedule inside Sync itself, against live data and within your existing Sync permission settings - the same roles and access your team already uses, with no side door. What an agent surfaces or creates is visible in Sync before it flows anywhere downstream.

And because Sync speaks MCP natively, you can interrogate everything an agent finds from the assistant you already use - Claude, ChatGPT, Gemini or Grok - through Sync MCP. The agent does the watching. You do the asking.

The full agent team

One agent per desk. Seven desks.

The Finance Agent works alongside six others, each watching its own desk inside Sync. Pick the next one.

Proof

Apparel brands already run on Sync.

We selected Sync based on their highly efficient, finely tuned system that is apparel industry specific. Sync has provided the platform we required to grow our brands in the global arena.

Paul Naude · President & CEO, Vissla

We are in a 1000% better place now than we were with the old system. Sync has given us access to more data visibility and reporting than ever before.

Brandon Roberts · Systems & Operations Lead, Bad Birdie

Sync revolutionized our operations. Transitioning from a manual system was a game-changer… the team at Sync values our brand and treats us like a true partner.

Kelly Fulton · Production & Operations Manager, Bond-Eye
FAQ

The Finance Agent, answered.

What does the Sync AI Finance Agent do?

It monitors AR aging, review and performance, margin by style and season, cost actualization and BOM variance against standard, and customer analysis - on a schedule, from live Sync data, so finance works from current numbers instead of month-old exports.

How often does the agent run?

Sync AI agents run on a schedule you set - hourly, nightly, weekly, or on the cadence that matches the work. Each run checks live Sync data, not a stale snapshot.

What can the agent see and touch?

An agent works within your existing Sync permission settings - the same roles and access controls your team already uses. Everything it surfaces or creates is visible in Sync before it flows anywhere downstream.

What is cost actualization and BOM variance?

The agent compares the actual landed cost of a style against its standard cost from the BOM, and flags the variance with its driver - a fabric price move, freight, a factory change - at the style level. Margin views update from actuals, so the number finance reports is the number that happened.

Can we ask questions about what it finds?

Yes. Sync speaks MCP natively, so you can interrogate any agent's findings from Claude, ChatGPT, Gemini or Grok through Sync MCP - drill into a flag, ask for the why, or pull the detail behind a number.

How do we get it?

The agents are part of the Sync AI layer of the Sync platform. Book a demo and we will configure it against a real product range so you can see what it catches on data like yours.

See it on your data

Put it on your numbers.

Bring last season. We will show AR aging, style-level margin and the BOM variances the agent finds, live.