An agent isn't a set-and-forget gadget. Banks change their export formats, logins expire, and the AI models underneath get retired on the vendor's schedule — any of which can quietly stop a workflow. You can maintain it yourself; it's documented and it's yours. Or hand it to me on one of three care plans — each a fixed monthly fee, cancel any month.
That's the whole first step. I'll reply the same working day with whether an agent can do it, roughly what it would save, and what a pilot would cost. No call required, no mailing list.