[Finance Demo] - AgentSpot Use Case - Collections Forecast
Every month, finance teams rebuild their collections forecast by hand, copying and pasting from disconnected files and hoping nothing breaks. In this video, we use AgentSpot to build a Collections Forecast Agent that connects to accounting files, NetSuite, and live bookings data to automate the full monthly rebuild, reconcile actuals against forecast, and output a traceable Excel workbook your whole team can work from.