Finance calendar

Schedule recurring agent tasks that auto-deliver analyses or stage writes for approval.

Where: /calendar — your organization's autonomous finance schedule.

What it shows: scheduled agent tasks (read-only analyses that auto-deliver, or write tasks that stage for approval), manual reminders, and recurring schedules (accrual runs, monthly reconciliations…), with an assignee per item.

View: Toggle Month or List; navigate with Previous/Next and Today; click a date or event to open a details panel (title, status, recurrence, assignee, and actions).

Schedule a recurring AI task

1. Click Schedule AI task (or, from chat, + → Schedule task).
2. Pick a task from the gallery (Accruals, Reconciliation, Prepayments, Depreciation, Provisions, Ledger Review, Report…) — each shows its mode: Auto (read-only, auto-delivers) or Approval (stages for review). Or choose Use what I typed (your chat prompt + @mentions) or Write your own.
3. Configure parameters (date range, scope), set the cadence (One-off, Daily, Weekly, Monthly, Quarterly, Annually), and Submit.

Delivery

• Read-only tasks run automatically and deliver results to chat, the Artifacts library, and email.
• Write tasks run and stage their output in the Posting Queue for your approval before anything posts to the ERP.

Manage: From an event's panel — Complete, Reopen, Skip (this occurrence), Edit (manual tasks), or Delete.