← Back to the fleet FTE-02 · AI Back-Office Clerk

Personal AI Employee

A vault-backed AI employee that watches your inbox and chat, moves work through a Kanban with human approval, and turns a sentence into a charted, multi-sheet Excel finance report — pulling live accounting along the way.

MVP · live integrations Back-office ops Gmail · WhatsApp · Xero AI-native 3/5 FTE-fit 4/5

Maturity

MVPSingle-tenant, demoable

Genuine AI

NL→SQL→ charted Excel

Accounting

XeroLive P&L + invoices

Watch loop

~30sGmail · 10s WhatsApp

What runs today vs. the roadmap

Running today

Verified in source — real sends, real OAuth.

✦NL → SQL → Excel report generator (genuine AI) — Gemini converts a plain-English email request into a report spec, queries the sales DB, and builds a multi-sheet, charted, totaled workbook.
✦Live integrations — Gmail send/receive (OAuth), WhatsApp via bridge, and Xero (P&L, invoices, contacts, create-invoice).
✦Kanban + human-in-the-loop approval — Inbox → Needs Action → Pending Approval → Done, with an audit log on every move.
✦CEO daily briefing & weekly audit — live Xero figures + vault stats composed into a styled email.
✦Cloud worker — drafts replies while you sleep; the local side approves and sends. Hardened multi-key LLM reliability layer underneath.

On the roadmap

Make the AI do the reasoning the role implies.

◆LLM-first triage — promote the existing LLM classifier over the rule engine so routing is judgment, not keywords.
◆RAG customer-service agent — answer Tier-1 inquiries from a per-tenant knowledge base, escalate the rest.
◆Multi-tenant + auth + billing — de-hardcode the single owner/brand; add metering and onboarding.
◆Social posting + bank feed — today scaffold-only / stubbed.

Honesty note: the live dashboard flow is ~70% deterministic rules, ~30% real LLM. The report generator is where the AI genuinely reasons — that's what we demo.

The role it replaces

The always-on back office.

Inbox triage, routine customer replies, and the analyst grind of pulling sales and finance reports — handled overnight, queued for one-tap approval. Works the full week, not forty hours.

168hrs/week vs ~40 · target

The 60-second showcase

veloce://fte-02 — report pipeline

Email the agent: "send me the Boat Basin sales report, item-wise and channel-wise, with charts."

Gemini turns that sentence into SQL + a chart spec, runs it against the live sales database.

A multi-sheet, charted, totaled Excel workbook lands back in the inbox — in seconds. This is the flow where the AI genuinely reasons.

This is the strongest embodiment of the Restless-Workforce thesis: watchers wake it, a cloud worker keeps it drafting overnight, and a human approves before anything goes out. We lead with the report flow because it's the part that's genuinely intelligent — and we're upfront that the rest is solid automation we're upgrading to real agency.