Finance agent: company money on one screen
Revenue, profit, costs and account balances for every line of business. The agent calculates margin and cash runway and flags risks at once
The MakeBiz finance agent collects data from banks, 1C and Bitrix24, shows revenue, profit, profitability and cash runway for each line of business and warns about risks before they become problems.
Updated October 23, 2026
- Banks1C and CRM
- Profitby business line
- Cash runwayin months
- Risksvisible at once
What the agent does
Company pulse
Revenue, profit, costs and assets for the month with a forecast
By business line
Each project and business separately and together
Margin and profitability
Where you earn and where you break even
Cash runway
How many months the money lasts at current costs
Dividends and payouts
How much was withdrawn and how much stays in the company
Alerts
The agent writes if costs grow faster than revenue or margin drops
What management sees
Screens from our own cabinet on demo data, Russian interface. You get your own numbers
- Bank statements and 1C data without manual spreadsheets
- Monthly dynamics and comparison with last year
- Transaction reconciliation
- The same screen for the owner and the CFO
How we launch
- 1
Demo
We show the agent on a live system and review your process
- 2
Connection
Access to the CRM, Telegram and needed services on your server
- 3
Setup
Rules, criteria and texts for your company
- 4
Work
The agent works with the team, we watch the quality
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What you get besides the work itself
Under contract
Contract with MAKE BIZ LLC, closing documents, bank transfer. We can send the draft contract before the call
Fixed estimate
Standard work at list price, complex work after a short survey: you see the scope and price before we start
Access and data stay yours
Portal, server and accounts belong to your company. We work under a separate account and close access at the end
One team
Implementation, support, integrations and AI agents by one team, no need to gather contractors
Questions and answers
Where do the numbers come from?
From bank statements, 1C and Bitrix24. Sources are connected at the start.
Does it replace accounting?
No, it is a management view of the money for the owner. Accounting keeps working as before.
Can it go together with BI dashboards?
Yes, finance is usually built together with sales BI in Bitrix24.
We will show the Finance agent on your process
Leave a contact and we reply within a business day. We run a short diagnostic and tell you where to start
Second direction: Bitrix24
Agents work better when processes live in a CRM
Bitrix24 implementation and support
CRM, pipelines, messengers, 1C, licenses and BI analytics. Standard setup from 97,500 ₽