Included in every new project
Every new DoSquare project includes an agent that knows your operation and answers you at any hour. No tickets, no waiting.
ask it like you'd ask someone on your team
Included in the service, at no extra cost.
30 minutes, free, no strings attached.
Illustrative example · fictional data
How many records were processed today?
8,412 records were processed today. 8,377 were reconciled and 35 are under review.
Where did yesterday's file end up?
In Reports › October › reconciliation-oct-05.xlsx. The system uploaded it at 11:58 pm.
The everyday questions, answered in seconds, with a note on where each answer came from.
See it at work
This is the agent in its complete form, connected to the systems we build with you. Two examples: an accounting firm and a lender.
Illustrative example · fictional data
Tuesday, October 6, 9:40 pm. Closing week.
How many invoices from Example Trading Co. are still waiting to be reconciled this week?
14 of this week's 212 invoices are still open (October 1 to 6). - 9 have no matching deposit in the bank. - 5 have a deposit, but the amount doesn't match. Want the list sorted by amount?
Why was A-1187 flagged?
Invoice A-1187 is for $48,720.00 and the closest deposit, on October 3, was $48,500.00. The $220.00 difference doesn't match any recorded bank fee. Your procedure says any difference over $50.00 gets reviewed by someone at the firm, so it was flagged.
Ok. And why aren't today's deposits showing up?
The last bank statement the system received is from October 5. Today's didn't arrive, and I don't know why: it could be the bank or the connection. I'd rather not guess, so I've passed the case to a person on our team with the full context. They'll follow up right here.
Case sent to the DoSquare team · There's a problem to solve: a person on the team picks it up with this conversation's context and replies in this same chat
Illustrative example. The firm, lender, clients, file numbers and amounts are fictional. This is how the agent works once it's connected to your systems.
How it works
It answers using your documents, processes and records. And it tells you where each piece of data came from, so you can check it.
It checks the systems we build with you live. Not an old copy, not what it "remembers".
If it isn't sure, it doesn't make things up: it asks you for more context. And if there's a problem to solve, a person on our team steps in with the full conversation, so you don't have to repeat yourself.
Every question teaches us something. We keep a set of test questions built for your operation and run it every time we change something, so it improves without breaking what already worked.
Under the hood
from the agent's chat
LangGraph
understands the question and picks the path
RAG
processes, policies, manuals, reports
MCP
what we built with you: reconciliation, uploads, application files
every fact with its origin
if the question could mean two things
from our team, only when there's a problem to solve
if it isn't sure, it doesn't make things up
test question set + A/B tests. What we learn goes back into the agent.
every query is saved in your workspace
Security
The agent works with sensitive data, so we build it to stay where it belongs.
Every client gets their own space. Your agent can't see anyone else's information and no one else can see yours.
You decide who on your team has access.
Every query is saved: who asked, what the agent answered and where the answer came from.
What changes for your team
Today someone on your team drops what they're doing to find a file, check a status or explain why something was flagged. With the agent, those answers are at hand at any hour. Your operation can grow without payroll having to grow at the same pace, and your team focuses on the work that creates value.
For the technical folks
Retrieval over the client's own sources (documents, procedures, reports). Every answer includes a reference to the document or record it came from.
Model Context Protocol connections to the systems we build, so it queries live data instead of a copy.
Orchestration decides at every step: answer, ask for context or, if there's a problem to solve, escalate to a person on our team.
Every client has their own test question set. We run it on every change and A/B test permanently.
Isolated workspace per client, access only for their team and a log of every query.
FAQ
Yes. Every new DoSquare project comes with its own agent. Included in the service, at no extra cost.
No. The agent answers questions and explains what's happening in your systems. Your team still makes the decisions and stops losing time hunting for data.
Every answer comes with its source so you can check it. If it isn't sure, it doesn't make things up: it asks for context. If there's a problem to solve, a person on our team steps in. And every mistake we find becomes a test question so it doesn't happen again.
Yes, the agent answers 24/7. A person on our team steps in only when there's a problem to solve.
In a 30-minute call we'll go over the questions you'd ask your agent and which systems it would need to check.
Free, no strings attached.
What you do, squared.
