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Deep Dive — The Symgora Performer.

Autonomous Digital Worker
running workflows.

The Symgora Performer is a specialized digital worker with a clear role, a designated owner, and defined guardrails. It takes on a specific business process — using company systems and context to complete meaningful work while escalating decisions when human input is needed.

Anatomy of a Symgora Performer.

Every field. Every control.
One complete picture.

Each Symgora Performer is defined by a rich set of attributes — from identity and ownership, to goals, tasks, tools, triggers, and guardrails. Here's what lives inside every Performer.

AR/AP Lead Performer
General & Administrative · Finance
Performer Name
AR/AP Lead Performer
Email
[email protected]
Boss (Human Owner)
VP
VP of Finance
Sets autonomy level, approves guardrails, receives reports
Autonomy Level
Inform
Read only
Prepare
Read + Draft
Execute
Read + Write
"This Performer is in Prepare mode — it can read data and draft outputs, but nothing goes live without sign-off from the VP of Finance."
Status
Setup ☀ Shadow Active Paused
Currently Active — running live within its approved guardrails, with all actions logged for review.
AR/AP Goal (Standing Mandate)
"Process invoices and purchase orders accurately and on time, automate routine AR/AP work, and surface exceptions before they delay payment or cash collection."
Project Goals (Active Objectives)

Invoice & PO Automation

Automate invoice and purchase-order intake, data extraction, matching, and ERP booking.

Exception & Approval Workflow

Route discrepancies and threshold approvals to the right owner with complete supporting context.

Live Cash Visibility

Keep AR/AP status, aging, and cash-flow reporting current for finance leadership.

Tasks (Actions Under Each Project)
  1. Monitor the shared finance inbox for incoming invoices and purchase orders
  2. Extract vendor or customer, tax ID, document type, amount, due date, and line items
  3. Validate required fields and check for duplicate invoices
  4. Match invoices to purchase orders and supporting receipts
  5. Book matched invoices and purchase orders automatically in the ERP
  6. Route mismatches and missing information to the finance review inbox
  7. Prepare approved vendor payments within the defined approval policy
  8. Generate and send customer invoices on the agreed billing schedule
  9. Monitor overdue receivables and draft payment reminders for review
  10. Update AR/AP aging, cash-flow forecasts, and leadership dashboards
Connected Tools (with Read/Write per Tool)
📊 QuickBooks READ WRITE 📧 Gmail READ WRITE 🏭 ERP / PSI Penta READ WRITE 💬 Slack READ WRITE 📅 Calendar READ 💳 Ramp READ WRITE 📂 Data Vault READ 🎯 Dashboard WRITE
Triggers (Events that Activate the Performer)
📧
Email: Invoice or purchase order arrives in the shared finance inbox
⏰
Scheduled: Daily review of overdue receivables and pending approvals
💰
Threshold: Payment exceeds the approval limit — route for human sign-off
🔗
ERP event: PO mismatch, duplicate, or missing field detected — create exception
👤
Manual: VP of Finance requests an aging report or transaction review
Guardrails (Hard Rules and Limits)
🚫
Never approve or process payments exceeding $10,000 without human sign-off
🔒
Never book a document without a valid counterparty, tax ID, document type, and amount
📋
Never force-match PO discrepancies — route every exception to the review inbox
✉️
External payment reminders remain drafts until approved by the finance owner
🔐
Never change vendor bank or payment details without independent human verification
Reporting Cadence (How It Communicates Up)
Daily
Processing and exceptions digest
Weekly
AR/AP aging and cash-flow summary
Monthly
Close-ready AR/AP reconciliation
Real-time
High-value exceptions and approvals
Own Identity

Every Performer has a name, email, and dedicated role — not a generic bot, but a named digital team member with clear purpose.

Clear Owner

Every Performer reports to a human. The boss sets the autonomy level, defines guardrails, and receives reports. Trust is earned.

Defined Guardrails

Hard rules the Performer can never break. Financial limits, data access restrictions, communication boundaries. You set them.

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