Your money, with hands
A teammate for your money,
inside your rules.
Wrenbase agents do the money work you'd otherwise do by hand, and answer the questions you'd otherwise dig for. Each one is a real account with its own permissions, acting only where you let it. Nothing acts until you allow it.
Revenue agent
Meridian Aerospace · $1,200
SentWhitelisted · under $5,000 cap
Atlas Manufacturing · $5,400
Awaiting youAmount above $5,000 cap · approve or edit
Continental Foods · $800
HeldRecipient not in your approved list
Controls: $5K per invoice · $20K monthly · whitelist
The work you'd hand off
The money admin no founder should still be doing.
Each one becomes a rule the agent runs, inside the caps and approvals you set.
Bill the platform subscription every month.
Draft the enterprise invoice when the deal closes.
Chase the invoices that have gone quiet.
Hold any invoice over $25,000 for a human.
Pause billing for a customer you haven't vetted.
Freeze everything during the raise.
Acts on what it knows
It acts with the full picture, not in a vacuum.
Before it does anything, the agent reads the same intelligence you would: vendor history, how a customer pays, your approval rules, your cash thresholds, and every action taken before this one. It isn't a script firing blind. It works off your real numbers, the way a teammate would.
Evaluating · INV-1042 → Meridian Aerospace
Customer history
42 invoices · pays in 11 days avg
Payment behavior
Pays on time · 0 disputes
Approval rules
Whitelisted · under $5K cap
Cash Pulse signal
$48,230 received this month · healthy
Prior agent actions
11 sent · 0 disputed
Action: Send automatically
All signals clearWithin rules
When everything checks out, the invoice goes.
Whitelisted recipient. Under your cap. Below your approval threshold. Healthy customer history. The agent drafts, validates against your rules, sends, and logs the action. You see what happened the moment it happens.
All checks passed
Sent automaticallyMeridian Aerospace · $1,200
INV-1042 · just sent
Recipient whitelisted
Amount under $5,000 cap
Below approval threshold
Monthly total: $14,200 of $20,000
Logged to audit · May 14, 2:15 PM
Outside rules
When something looks off, the agent stops and asks.
Cap exceeded. New recipient. Amount above your approval threshold. The agent drafts the invoice and waits. You approve, edit, or reject. Nothing leaves your account without your call.
Held for your review
Cap exceededAtlas Manufacturing · $5,400
INV-1051 · drafted by agent
Recipient whitelisted
Amount $400 over $5,000 cap
Agent waits. Nothing sends until you decide.
Audit trail
Nothing changes without a log. Wrenbase records every action.
Every draft, every send, every hold, every approval. Timestamped, attributed to the actor (you or the agent), immutable. When a customer disputes something three months later, you have the receipt. Want to know what the agent did last Tuesday? It's there.
Agent audit log
Today · 42 actionsSent invoice INV-1042
Meridian Aerospace · $1,200
May 14, 2:15 PM
Held INV-1051 for review
Atlas · cap exceeded
May 14, 2:14 PM
Sent invoice INV-1041
Redwood Retail · $840
May 14, 2:09 PM
Held INV-1040 for review
Continental · not whitelisted
May 14, 1:58 PM
Sent invoice INV-1039
Soylent · $560
May 14, 1:32 PM
Nothing sends until you allow it.
Every new agent starts in review-only mode. Drafts go to your queue. You see what was drafted, why, and what rule it matched. You decide what gets sent and when automation turns on.
Three controls
Automation where you want it. Review where you need it.
Three controls. You decide what's allowed before anything sends.
Spending caps
Per-invoice and per-month limits.
Set the max invoice amount and the max monthly total. The agent stops when either limit would be breached.
Recipient whitelist
Approved recipients only.
Approve specific recipients in advance. Invoices to anyone outside the list are held for your review.
Approval thresholds
Auto under, queued over.
Below the threshold the agent sends automatically. Above it the agent waits for your sign-off.
Start conservative
Turn on automation at your own pace.
You stay in control the entire time. Every step is reversible.
Week 1
Drafts onlyThe agent drafts. You send.
Wrenbase drafts invoices for review. You see each one, edit if needed, hit send when ready. No automation runs without your click.
Week 2
Auto-send approved repeatsLet trusted recipients flow through.
Add specific recipients to your whitelist. Invoices to them under your cap go out automatically. Everything else still queues for review.
Week 3
Rules for recurringRecurring schedules send themselves.
Set cadence and amount. The agent drafts and sends the recurring invoice each cycle, within your caps and whitelist. New recipients still wait for you.
No phase is permanent. Pause any rule, dial automation back, or shut it off entirely whenever you want.
Why teams turn this on
Daily relief, not a science project.
Bill the day the deal closes.
No end-of-month invoicing scramble. The draft is ready the moment the work or the contract lands.
Collections that don't need a person.
Reminders go out on schedule. Cash stops waiting on whoever remembered to chase it this week.
Recurring revenue runs itself.
Subscriptions and retainers bill on time, every cycle, within your caps and whitelist, whether anyone is watching or not.
No single point of failure.
When the founder is heads-down or on a plane, routine billing still happens. New customers and large invoices still wait for a human.
Finance headcount you haven't hired.
The repetitive money admin gets handled so a small team keeps shipping instead of drowning in invoices and follow-ups.
Same rules across every channel.
Whether the request comes from the dashboard or your AI assistant, the same caps, whitelist, and approval thresholds apply.
Workflow continuity
Use Wrenbase from the tools your team already works in.
Ask your assistant of choice to draft an invoice in Wrenbase. The same rules, the same caps, the same audit trail apply. No new system to learn.
Claude
via Assistant
Cursor
via Assistant
ChatGPT
via Assistant
Custom
via API
Same controls. Same audit trail. Same review rules. Wherever the request comes from.
Custom agents
Have a workflow you want an agent to handle?
The control system is built to extend. Tell us what your business needs the agent to do, and what rules it should never cross.
Connected to the rest of Wrenbase
Agents act across the whole of Wrenbase.
Common questions
Quick answers.
- What are Wrenbase AI Agents?
- Teammates for your money. They do the work you'd otherwise do by hand, draft invoices, chase late payers, screen incoming bills, and they answer the questions you'd otherwise dig for, like whether you're ahead this month or which customers pay late. Each agent is a real account with its own permissions, and you set what it's allowed to do.
- Is this different from a chatbot?
- Yes. An AI agent is a real account in your workspace, not a chat widget. It has its own identity, its own permissions, and every action it takes shows up in your activity log with the agent's name on it.
- How do I control what agents can do?
- Each agent has its own permissions. Which kinds of work it can touch. Which actions need your approval. What dollar amounts it can act on without checking with you. Set the boundaries up front and the agent stays inside them.
- Can I limit how much an agent can spend or send out?
- Yes. Each agent has a spending cap and an approval threshold. Anything above the threshold pauses for a human to review before it goes out. You can also pause or remove the agent at any time.
- What happens if an agent does something wrong?
- You can review every action the agent took, undo recent ones, and pause the agent while you sort it out. Nothing happens silently. Every step is in your activity log with who did what and when.
- Can I use Claude or ChatGPT with my Wrenbase account?
- Yes. You can connect an outside AI tool to your Wrenbase account, and it shows up the same way a Wrenbase-built agent does: its own identity, its own permissions, the same boundaries. Treat it like any other teammate.
- Can an agent tell me how my business is doing?
- Yes. A connected agent can read your business health and customer insights, so you can ask things like 'am I ahead this month', 'what's my net position', or 'which customers pay late', and get an answer from your real numbers. It sees the same figures as your dashboard, scoped to your plan, and reading them changes nothing.
Hand off the repetitive work.
Keep every rule.
Sign up free. See how the whole product connects. Agents start in review-only mode; you decide when to turn automation on.