Accounting support
Invoice review checklists, expense categorisation, reconciliation preparation, payment query drafts and monthly finance pack support.
Custom AI Agents
TheGoiMoi designs custom AI agents that support accounting administration, reporting, sales operations, customer service, knowledge management and internal workflows.
Custom AI agents are built around defined business tasks. TheGoiMoi helps clients identify repeatable work, map the required inputs, define decision boundaries and design an agent that supports staff rather than creating unmanaged automation.
Agents can support accounting administration, invoice checks, expense categorisation, management reporting, CRM updates, sales follow-up drafting, customer service triage, internal policy search and routine operations tasks.
The work includes use-case selection, workflow design, prompt and instruction architecture, data access planning, integration requirements, testing and governance. Human approval points are defined for tasks that affect money, customers, staff or compliance.
The objective is to reduce repetitive work, improve consistency and give teams better access to information while maintaining control over important business decisions.
Agent scope
Invoice review checklists, expense categorisation, reconciliation preparation, payment query drafts and monthly finance pack support.
Management summaries, KPI commentary, spreadsheet review, variance explanations and recurring report preparation.
CRM update prompts, follow-up drafts, lead research summaries, proposal outlines and pipeline review support.
Inquiry triage, answer drafting, escalation rules, knowledge base lookup and service quality review.
Policy search, document drafting, meeting preparation, task routing, procurement support and workflow checklists.
Checklist agents, review reminders, approval routing, audit preparation support and risk exception summaries.
Agent scope builder
Custom agents are scoped around real workflows, data access, approvals and measurable outputs. Select a function below to see a practical example.
Example scope
Support invoice checks, expense coding, reconciliation preparation, reporting packs and finance-team question handling with human approval for financial decisions.
Engagement process
Identify repeatable work, decision points, source data and staff responsibilities.
Define instructions, tools, escalation rules, approval points and expected outputs.
Run scenario tests, adjust behaviour, train users and monitor performance after launch.
Project brief
Use the short form to describe the market, function or operating issue. It creates a clear first brief rather than a loose enquiry.