PlainsightWestmore Partners
E
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Finance ops

Billing reconciliation agent

Buildingv0.6View logs
Billing reconciliation agentBuilding
SelectConnectFit·v0.6
TRIGGERTemporal

Daily 6pm + on-demand

Cron · Temporal workflow

FETCHBill.com

Bill.com invoices

Custom MCP wrapper · 1d build

FETCHQuickBooks

QuickBooks transactions

QuickBooks MCP · existing

FETCHMicrosoft 365

Partner master sheet

Excel via Microsoft 365

DIFFAnthropic

Three-way reconciliation

Claude Sonnet 4.6 · Anthropic

DETECTNVIDIA NIM

Classify anomalies

Llama 3.3 8B · NVIDIA NIM

NOTIFYSlack

Slack to partner + David

Slack MCP · @mention if urgent

WRITENotion

Sunday-replacement report

Notion page · weekly summary

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