We build agents around recurring work across finance, operations and customer service. The three shown here are built, available to clients and examples of our wider work.
Start with a familiar job, then see how your team could use and configure its agent. Try a setting, test the change and release a new example version in the interactive workspace.
Built and available to clients. These are three showcased examples; ask us about the other recurring work you need to improve.
See them at work
A working week, in under two minutes.
This film showcases three of the agents we have built: a weekly trading pack, supplier enquiries and month-end preparation. A person approves each output.
Clerq Agents at work1:52What the video shows
Recurring work piles up: every week, the same report; every month, the same chase; every day, the same questions.
Clerq automates the work behind your business, across finance, operations and customer service.
How an agent is built around your tools and your team, shown with the Month-End Agent: agree the inputs, rules and reviewer, test it on a completed close, then hand over the routine, the owners and the route for every exception.
The Trading Report, Month-End and Supplier Enquiry Agents each take on recurring work, with a person checking every output. Built and available to clients. Three examples of a wider range of agents.
Monday: the Trading Report Agent prepares the weekly trading review. It flags a missing budget file and a comparison file from a different period, and holds the budget commentary. The finance lead adds the file and confirms the period, the checks rerun and finance approves the pack.
Tuesday: the Supplier Enquiry Agent finds the invoice in the register with no payment date, asks the invoice owner to confirm and drafts a reply. The accounts team approves and sends it. The agent is designed not to invent payment dates, change bank details or send without approval.
Month-end, working day 1: the Month-End Agent checks the close inputs, finds a missing stock confirmation and a ledger export covering August, not September, and returns both to their owners. Finance replaces the export, the checks rerun and the summary is ready for review. Final sign-off stays with finance.
Across teams: missing items go back to a named owner with the next action, and customer replies carry the right information.
AI where interpretation or drafting helps, fixed rules where the answer is defined, and a named person approving consequential actions. Accounting judgement stays with finance.
Where to start: a free introductory call, an Workflow and systems assessment, a workflow build or ongoing management. Clerq Agents are available now and quoted for your setup.
Closing: let’s talk about your recurring work. Arrange a free introductory call at aiclerq.com.
Choose the job
Explore three agents we have built.
Each agent has a specific job, agreed inputs and a clear handover to your team.
01 / REPORTING
Trading Report Agent
Your weekly trading pack, prepared.
Bring recurring trading information into a report with draft commentary and exceptions for review.
You provide
Agreed sales exports, comparison data and reporting definitions.
You receive
A draft trading report with source checks and questions to resolve.
Sample outputs on the product pages use a fictional business, so no client data is shown.
From choice to routine
A familiar job. Your way of doing it.
Choose
Find the agent whose defined job matches the work you need done.
Configure
Agree the inputs, tools, reporting rules and who reviews the output.
Test
Check an agreed example against your source information before relying on it.
Start using
Set the routine, handover and responsibilities for exceptions and support.
Tool compatibility and delivery timing are confirmed before you commit. We agree the start once scope, usable inputs, access and reviewer availability are clear. Handover includes accepted outputs, exception checks, team access and the first agreed run.
Choose the right approach
From an answer to a working routine.
These are typical ways of working. Choose the level of implementation your team needs.
What matters
Use AI chat
Build automation internally
Clerq implements
A useful fit
Individual drafting and analysis.
A repeatable process your team has capacity to configure.
A defined recurring job you want put into use.
Sources and checks
Your team provides context and reviews the answer.
Your team configures connections, rules and exceptions.
Agreed sources, checks and exception handling in the scope.
What reaches the team
An answer or draft.
The workflow and outputs you configure.
An agreed output, documented routine and handover.
Time, cost and support
Depend on the tool, task and your time.
Depend on complexity and internal capacity.
A written scope, quote and delivery plan. Support agreed separately.
A named person owns consequential decisions in each approach. No comparison implies every tool has the same capabilities.
Buying an agent
Know what you are getting.
Each agent is a repeatable product with a defined scope. Your configuration covers the information, rules and review steps particular to your business.
Ask about the agent you want. We give you a written scope and quote covering setup, running costs and any ongoing support before you commit.
Each agent is quoted in writing for your setup. Agent pricing is separate from our service prices.
Before you choose.
Are the agents available now?
Yes. Start with a free introductory call through the product page. We agree a written scope and quote, configure the agent to your inputs and review steps, and test it on an agreed example before it runs. There is no online checkout.
Will it work with our existing tools?
Tell us which tools and file formats you use. We confirm suitable inputs, access and delivery before proposing setup. The pages do not promise a live connection to any particular software.
What stays with our team?
Your team owns the source information, agrees the rules and reviews the output. Accounting decisions, external replies and other consequential actions need a named person to approve them.
Beyond the three showcased agents
Bring us the work that keeps coming back.
We have built other agents too. These three show the approach, rather than the limits of what we do. Other scopes can support customer service, operations, knowledge and team coordination.
Assessment £499 with a two-hour systems walkthrough and report. Simple workflow £995; connected workflow £1,500-£3,000; bespoke work individually quoted. Basic care £150-£250/month; active improvement from £750/month. Scope and final price agreed first.
Where should I start?
Start with a free introductory call. Choose a time in Calendly. The optional £499 assessment includes a two-hour walkthrough of one team and its systems, preparation, a prioritised report and a short follow-up call. A defined build can be quoted directly.
Do you work with Xero / QuickBooks / Sage?
We start with your current tools. We confirm suitable connections, access and file hand-offs before agreeing a build. The Xero example does not establish support for every accounting platform.
Is it safe? Who approves?
Payments, supplier decisions and customer replies stay under human approval. We agree the inputs, secure sharing method, access permissions and responsibilities before work starts. Use only a brief description in the public enquiry form. Do not send confidential records. See our privacy policy for website data handling.
Is my business too small?
Sometimes AI is not worth it yet. If the process is unclear, automating it makes it faster and worse, and we will tell you so. Try the readiness check.