LaterAdd-on · included in Enterprise

Agents that propose. People who approve.

Treso's agents work the back office on a schedule: the close, reconciliation, collections outreach, spend policy, procurement and support. Every action is a proposal with a trace, inside the approval limits you already set, with a kill switch per agent.

Join the waitlist See the demo

Every action is a proposalKill switch per agent

Northline Dermatology

Proposals

Waiting · 7Executed today · 23Run history

Agent	Proposal	Amount	Risk	Status
Reconciliation	Match deposit Sep 26 to 835 TRN 1*0092	$42,118.40	Low	Approve
Collections	Offer 6-month plan to A-10422	$1,240.00	Low	Approve
Procurement	Reorder derm packs · Riverside · 28 units	$1,064.00	Low	Auto-executed
Policy	Flag Northgate Parking · memo missing	$18.00	Low	Executed
Close	Post accrual · Alder lab fees Sep	$3,120.00	Medium	Approve

Capabilities

What Treso Agents does

Seven agents, one set of rules

Close, Reconciliation, Collections, Policy, Procurement, the Front Desk receptionist and Support. Each has a schedule, thresholds, location scope and notification rules. Below your auto limit they act; above it they wait for a person.

Settings per agent: schedule, threshold, scope
Approval limits reuse your roles
30-day stats per agent

Agents

Agent	Schedule	30-day	State
Reconciliation	Daily 6:00	412 matched · 96%	On
Collections	Weekdays 10:00	$18,420 collected	On
Procurement	Daily	14 reorders	On
Close	Month end	9 accruals	Paused

Proposals you can read, edit and audit

Each proposal carries the why, a confidence, the tool it will call and a PHI-free trace. Edit the inputs before approving, approve or reject in bulk with a reason, and see the result in the activity timeline.

Bulk approve and reject
Edits can only lower risk, never raise it past your limit
Dry runs that store simulated proposals

Collections · A-10422

Balance 42 days · $1,240Rule: offer plan above $500 after 30 d
Proposal: 6 × $206.67Confidence 0.91
Approval: billing leadWithin $2,000 auto limit · waiting
Send offer via SMS (consented)

Automations and a knowledge base

'When X then Y' rules built from the agents' tools: an event or a schedule, conditions on the payload, an action and an approval gate. A knowledge base grounds the receptionist and the support agent in your own articles.

Event or schedule triggers
Approval gate: always, or auto up to a limit
Articles for patients and for staff

Automation

When: bill.approved and vendor = Westgate
Then: Schedule payment on due date
Gate: Auto up to $15,000
Author: A. Rivera (holds bills.pay)
Last match: Oct 1 · executed

Active

Evaluations, oversight and the off switch

Evaluation sets grade each agent against expectations (no errors, amounts within bounds, tools it must never propose) on every change. Treso's own team watches runs for incidents and can switch any agent off for any practice, instantly.

Regression runs per agent
Incident flags and cost tracking
Kill switch per agent and per practice

Approval rate94%

Time saved, 30 d41 h

Eval checks passing38 / 38

Incidents open0

How it posts to the ledger

Agents never post directly. An approved proposal calls the same service a person would (match, post, pay, send), so the journal, idempotency key and audit entry are identical to a manual action, with the agent run recorded as the actor.

Balanced journalsLocation + provider on every lineIdempotent per business eventNever edited, only reversed

Who uses it

Roles

Controller (close, reconciliation)
Billing (collections)
Practice administrator (policy, procurement)
Treso oversight

Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.

Questions

Can an agent move money on its own?

Only below the auto-approval limit you set for that agent, within the permissions of the role it runs as. Above the limit it waits.

What does the model see?

Amounts, dates, account keys, vendor and payer names, your policies. Never patient names, dates of birth or message text.

Works with

Related modules

Treso Accounting

QuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.

Live first

Learn more

Treso Revenue

Deposits, 835 remittances and your PM ledger, matched. AR by payer, underpayments as work.

Coming next

Learn more

Treso Pay

Text-to-pay, card on file, payment plans, memberships and financing, posted back automatically.

Coming next

Learn more

All modules

Pre-launch

See Treso Agents with real data shapes.

The demo opens Agents as Dana, who works in it every day at a synthetic dermatology practice. Owner, location manager, front desk, billing, provider, controller and CPA are each one click away, and nothing in it is real.

Join the waitlist Open Agents as Dana, owner