Autonomous Micro‑

Processes With Memory.

 Autonomous micro‑processes with memory. Subhead: Agents chain model calls, branch on confidence, and loop in people for approvals—great for variance analysis, narrative reporting, and exec Q&A

Best For

Variance/root‑cause analysis, board/C‑suite Q&A, narrative reporting

What we Use

Retrieval over your systems, tool‑calling, memory, approval gate

KPI Impact

4–8 week pilot

STRMS Agent

AI Agents

Self‑serve intelligence that explains the “why” behind your numbers and drafts the next step—without breaking your controls.

Value & Pain Points Solved

Explain & recommend Pull drivers by customer/product, draft commentary, propose actions.
Conversational access Ask natural‑language questions about KPIs, customers, cohorts.
Playbooks Codified steps for close prep, AR follow‑up, vendor cleanup, etc.

Examples

  • “Why did gross margin drop 3% MoM?” → agent segments by customer/SKU, cites evidence, drafts CFO note.
  • “Show customers 30+ DSO with highest balance” → generate outreach list and templates; route to AR.
  • “Prep board packet section for Revenue & Gross Margin” → assemble charts, commentary, and caveats.

Prerequisites

Read access to systems of record (GL/CRM/billing/warehouse) and a basic metric dictionary.


KPIs you can target

  • ↓ analyst time on monthly narratives
  • Faster, consistent answers to repeat exec questions
  • Fewer back‑and‑forth approvals due to structured gates

Replace the light bulbs

  • Source‑cited answers; linked evidence to underlying records
  • RBAC for actions; audit log of prompts, tool calls, and outputs
  • Red‑team prompts and test harness before go‑live


FAQs

  • Is this replacing analysts?

    No—agents handle first drafts and repetitive inquiries; humans review and finalize.


  • Can the agent take actions (e.g., post JEs)?

    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

  • How do we prevent hallucinations?

    We anchor answers to retrieved data, use structured output schemas, and require approvals for sensitive steps.

The logo for serrano bookkeeping is white on a black background.

Serrano Bookkeeping’s Sales Workflow Transformation with STRMS

By Korey Cournoyer • October 23, 2024
Serrano Bookkeeping faced significant challenges in managing their sales workflow, resulting in inefficiencies, missed opportunities, and a heavy reliance on manual processes. By implementing STRMS, they successfully streamlined their lead management, onboarding processes, and client communication, dramatically improving their overall efficiency.
A google plus logo on a blue background

How STRMS Transformed GrowthLab’s Sales Workflow

By Korey Cournoyer • September 16, 2024
Simple tasks, like coordinating meetings and accepting QuickBooks invitations, are now automated, allowing GrowthLab to reallocate time to more critical activities.
Show More