AI Agents
Meet the AI team inside LancerOS.
Andy, Patty, and Cathy live inside your workflows. They help you think, draft, prioritize, forecast, and follow up without forcing you into a separate AI tool.
Finance & forecasting agent
Andy Analyst
Andy helps you understand the money side of your business. He surfaces trends, flags issues early, and gives you clearer context before you act.
- ✓ Highlights overdue invoices and unusual cash-flow patterns
- ✓ Summarizes income, expenses, and monthly performance
- ✓ Helps draft invoice-related actions and decisions
- ✓ Keeps finance insight inside your dashboard instead of a separate spreadsheet
Example
Andy noticed that next month starts with lower expected cash inflow than usual and flagged the invoices most likely to affect it.
Tasks & scheduling agent
Patty Planner
Patty helps you organize execution. She watches deadlines, workload, and priorities so your week feels intentional instead of reactive.
- ✓ Surfaces overdue tasks before they become a client problem
- ✓ Helps break work into smaller next actions
- ✓ Supports scheduling and planning flows tied to real client work
- ✓ Makes your task system feel managed, not manually maintained
Example
Patty flagged three tasks due this week that had no recent progress and suggested a cleaner plan for the next two days.
Client communication agent
Cathy Comms
Cathy helps you communicate more consistently with clients. She supports follow-ups, invoice reminders, and message drafting directly inside the client context.
- ✓ Drafts follow-ups and client-facing messages
- ✓ Supports invoice reminder workflows without awkward manual chasing
- ✓ Keeps client communication tied to the related work and billing context
- ✓ Designed to reduce silence, ambiguity, and dropped threads
Example
Cathy noticed an invoice was still unpaid and prepared a polite follow-up email draft that matched the context of the client relationship.
How it works
Native to the product, not bolted on later.
The AI team is meant to live inside the operating system. That means finance context stays with finance, task context stays with planning, and client context stays with communication instead of everything being pushed into one generic assistant box.
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