OwnAgents · THE SPEND-CONTROL AGENT

SpendAgent. Reads every PO before finance does.

SpendAgent sits across procurement and finance. It reads every purchase order in OwnERP, audits expenses in OwnExpense, and reconciles into OwnBooks — holding duplicates and policy breaches at the gate before money moves.

OwnERP OwnExpense OwnBooks

32Configured tasks in the registry

9Cross-app workflows it participates in

3 appsIn its permission scope — ERP, Expense, Books

100%Actions authorized by OwnCentral & audited

The configured task registry

Every task it ships with, by app.

These are real entries from the OwnAgents task catalog — each one a verified, replayable operation against the app’s API, with permissions scoped by OwnCentral and every execution written to the audit log.

OwnERP14 tasks

Create purchase orderCreate a purchase order in OwnERP
Create sales orderCreate a sales order in OwnERP
Create inventory itemCreate an inventory item in OwnERP
Create warehouseCreate a warehouse in OwnERP
Create production orderCreate a production order in OwnERP
Create bomCreate a bom in OwnERP
Create gl accountCreate a gl account in OwnERP
Create vendorCreate a vendor in OwnERP
Create customerCreate a customer in OwnERP
Create shipmentCreate a shipment in OwnERP
Create invoiceProbe the invoice surface in OwnERP
Module 1 dashboard testrunUI screen probe from the OwnERP TestRun script (Module 1: Dashboard (#/))
Module 2 inventory inventory testrunUI screen probe from the OwnERP TestRun script (Module 2: Inventory (#/inventory))
Module 11 automations automations testrunUI screen probe from the OwnERP TestRun script (Module 11: Automations (#/automations))

OwnExpense7 tasks

Create expenseCreate an expense in OwnExpense
Create reportCreate a report in OwnExpense
Create receiptCreate a receipt in OwnExpense
Create categoryCreate a category in OwnExpense
Create approvalProbe the approval surface in OwnExpense
Create policyProbe the policy surface in OwnExpense
Create reimbursementProbe the reimbursement surface in OwnExpense

OwnBooks11 tasks

Create invoiceCreate an invoice in OwnBooks
Create billCreate a bill in OwnBooks
Create customerProbe the customer surface in OwnBooks
Create vendorProbe the vendor surface in OwnBooks
Create journal entryProbe the journal entry surface in OwnBooks
Create accountProbe the account surface in OwnBooks
Create taxProbe the tax surface in OwnBooks
Create paymentCreate a payment in OwnBooks
Create credit noteProbe the credit note surface in OwnBooks
Create productProbe the product surface in OwnBooks
Create bank transactionProbe the bank transaction surface in OwnBooks

Cross-app workflows

Where it works across the stack.

Because every app shares one control plane and one event bus, SpendAgent composes multi-app workflows no siloed tool could attempt:

OwnBooks → OwnUsageOwnBooks invoice → OwnUsage metering event referencing it
OwnERP → OwnBooksOwnERP delivered PO → OwnBooks vendor invoice carrying the PO id
OwnExpense → OwnBooksOwnExpense report submitted → OwnBooks payment record referencing it
OwnUsage → OwnBooksOwnUsage meter + usage event → OwnBooks payment referencing the meter (usage-based billing)
OwnBooks → OwnComplyOwnBooks invoice → OwnComply audit-trail entry recording the financial control event
OwnCRM → OwnERP → OwnBooksQuote-to-cash: OwnCRM contact + deal -> OwnERP sales order -> OwnBooks invoice + payment, ids chained end-to-end
OwnHRMS → OwnExpenseOwnHRMS new hire -> OwnExpense relocation report carrying the employee id
OwnBooks → OwnSignOwnBooks invoice -> OwnSign engagement document + envelope carrying the invoice number
OwnERP → OwnMAPOwnERP sales order -> OwnMap delivery location named after the SO number

And more

What it takes on beyond the registry.

The registry is the floor, not the ceiling. Working through OwnIQ with the full context of the connected stack, SpendAgent also handles:

▸Hold duplicate or anomalous purchase orders before approval
▸Three-way match PO, receipt, and invoice automatically
▸Enforce expense policy in-line, with the receipt attached
▸Chase missing receipts and approvals so finance never has to
▸Surface budget burn and variance to owners in real time
▸Score vendors on delivery, price drift, and dispute history

Governed by design

Scoped permissions

SpendAgent runs under the same RBAC model as human users — field-level permissions and scope boundaries enforced by OwnCentral at runtime.

Reasoning via OwnIQ

Every model call routes through the sovereign gateway: metered, redacted, and attributable. Prompts never leave your perimeter.

Audited & reversible

Every action lands in the tamper-evident log with full attribution. Hard business rules cannot be overridden by the model.

See SpendAgent on your data.

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