Settings
How much rope Adam has, who signs off what, and the profile his rules are built on.
Operating mode
Adam is in Co-Pilot. Adam executes low-risk actions automatically and escalates anything material, tax-sensitive or over limit.
Adam executes low-risk actions automatically and escalates anything material, tax-sensitive or over limit.
Shadow
Adam prepares everything and executes nothing.
- Every output is labelled Draft and waits for you.
- Nothing reaches QuickBooks, the bank or a supplier without your click.
- Best for the first few weeks while you check his reasoning.
Co-Pilot
Adam executes routine work and escalates anything material.
- Low-risk, high-confidence items post automatically below your limit.
- New suppliers, duplicates and anything above AED 50,000 come to you.
- This is where most finance teams settle.
Autonomous
Adam runs the cycle and reports back.
- Routine items clear on their own, with a full audit entry each time.
- Material items are still held and tagged for your decision.
- Your limits and rules remain the boundary — autonomy is not a blank cheque.
Business profile
The answers behind Adam’s rule packs. Edit a single row, or re-run the whole questionnaire.
Business model
- What kind of business is this?Trading, Services Edit
- Do you hold goods before you sell or use them?Yes — goods we sell or consume in the work Edit
- Do goods cross a border?Local only, Import Edit
- How is service revenue earned?One-off jobs, Retainer / recurring Edit
- Sales channelsB2B Edit
- Do you take deposits or advance payments from customers?No Edit
- Do you sell or buy in foreign currencies?Occasionally Edit
- Credit termsWe give and receive credit Edit
Legal & tax profile
Money, people, assets
Systems & governance
- Accounting softwareQuickBooks Online Edit
- Existing chart of accounts and transaction history?Yes, a year or more Edit
- Primary approver — name and roleSalma Khalid, General Manager Edit
- Emailsalma@abctrading.ae Edit
- Mobile for WhatsApp verification+971 50 441 8802 Edit
- Approval limitAED 50,000 Edit
- Rule governanceReview & confirm Edit
- Operating mode to startCo-Pilot Edit
Approvals
Who Adam escalates to, how he reaches them, and the ceiling on each.
| Approver | Limit | What they approve | ||
|---|---|---|---|---|
| Salma KhalidFinance Director | salma.khalid@abctrading.ae | +971 50 441 8802 | AED 50,000 | Payments, VAT filings, payroll journals, rule changes, new suppliers |
| Omar HaddadManaging Director | omar.haddad@abctrading.ae | +971 50 337 2914 | AED 250,000 | Anything above Salma's limit, capital purchases, bank mandate changes |
Demo mode
Actions run scripted responses against seeded data. Nothing leaves the browser, and nothing is stored beyond this session.
Reset demo
Clears everything done in this session and restores Adam pre-configured for ABC Trading Co. in Co-Pilot mode.