Cadence landing template

Template · Cadence · Agent platform landing

Cadence agents triage support tickets, match invoices to purchase orders and onboard new hires across the tools you already use. Anything that moves money or reaches a customer waits for a person to say yes.

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SOC 2 Type IIUS and EU data residencyNever trains on your data

app.cadence.so/runs/4821Live

Invoice matching

Northbeam Logistics · NB-20418

$18,420.00

Run #4821 started from the AP inbox · 09:41

Maya Chen: Match the Northbeam invoice to its PO and flag anything that looks off.

09:41

Cadence: Matched NB-20418 to PO-7731. 46 of 48 lines agree with the PO and the goods receipt. Two freight lines bill $4.10/mile against a contracted $3.40, so I held $1,240.00 and drafted a note to their AR team.

Args

{
  "invoice": "NB-20418",
  "po": "PO-7731",
  "tolerance": 0.02
}

Result

{ "matched": 46, "flagged": 2, "variance": 1240 }

Drafting note to Northbeam AR

Plan

Extract 48 invoice lines (Done)
Find PO-7731 (Done)
Three-way match (Done)
2 lines over rate card
Controller approval (In progress)
Pay $17,180 on Net 30 (Pending)

Approval needed

Hold $1,240.00 for disputed freight and pay the remaining $17,180.00.

Policy: variances over $500 need a controller

Back-office teams at 900+ companies hand Cadence over 2 million tasks a quarter

NorthbeamLedgerlyHalcyon HealthPARCELWISEBrightsideOakmont BankTessellatefieldnoteQuorumVeridian

One platform, every queue

Agents for the work
nobody hired you to do

Start from a template, connect your tools and Cadence learns the way your team already handles each case. It does the reading, matching and typing. Your people make the calls.

Support triage

Reads every ticket, pulls the order and account history, tags intent and routes it with a confidence score. Easy ones get a drafted reply.

Refund for order #88412, screen crackedRefunds0.96
Locked out after the SSO changeAccess0.93
Quote for 40 seats on annual billingSales0.89
Where is my replacement charger?Shipping0.95

Invoice matching

Three-way matches invoices, POs and receipts line by line, and holds only the amounts that disagree.

InvoicePOReceipt

46 of 48 lines matched$1,240 held

Employee onboarding

From signed offer to a ready laptop. Accounts, equipment, payroll and a first-week plan, before day one.

Priya Nair, Product Designer

Starts Monday · Austin

Accounts in 9 tools
MacBook Pro shipped to Austin
Payroll and tax forms
Figma admin, waiting on IT

A person on every decision that matters

Set the line once. Refunds over $500, new vendor bank details, admin access: the agent prepares everything, then stops and asks.

Refund over $500#support-leadsavg 6 min

Vendor bank details change2 finance approversavg 22 min

Admin access to any toolIT on-callavg 9 min

Watch a run

Every step in the open

Agents show their plan, the tools they called and the reasoning behind each move. When a step needs a person, the run pauses right there.

Ticket #88412 · refund request

Running

Read ticket and order history (In progress)
Order #88412 · $642.00 · delivered Oct 28
Classify intent (Pending)
Refund, damaged item · confidence 0.96
Check refund policy (Pending)
Inside 30 days, two photos attached
Ask for approval (Pending)
Over the $500 auto-approve limit
Refund and reply (Pending)
Reply drafted in the team voice

Waiting for Marco in #support-leads

Try it: you are the approver

Why the agent did this

The customer reports a cracked display and attached two photos. Order #88412 was delivered 5 days ago, inside the 30-day window, with no prior refunds on the account. The refund is $642.00, above the $500 auto-approve limit, so I routed it to #support-leads and drafted the reply to send once it clears.

Args

{
  "order_id": "88412",
  "include": [
    "shipments",
    "payments"
  ]
}

Result

{
  "total": 642,
  "status": "delivered",
  "days_since": 5,
  "prior_refunds": 0
}

tasks completed last quarter

of tickets resolved with no rework

median time to a human decision

in duplicate and overbilled invoices caught

Human in the loop

Agents propose. People approve.

Approvals arrive where your team already talks, with the evidence attached. One tap to approve, reject or ask the agent a follow-up question.

Route by amount, customer tier, vendor risk or any field in your data
Approve from Slack, Teams, email or the Cadence inbox
Every decision is logged with who, when and the evidence they saw

# ap-approvals

14 members

CadenceApp10:02

A payment hold needs a controller. Two freight lines are above the contracted rate.

Vendor: Northbeam Logistics
Invoice: NB-20418
Hold: $1,240.00
Reason: Freight above rate card

Approve holdAsk agentReject

Dana Whitfield approved the hold · 2 min later

guardrails.cadence

Compiled · 3 rules

01when refund.amount > 50002    ask #support-leads03    wait 4h, then escalate to @marco04when vendor.bank_details changed05    require 2 approvers from finance06when access.role is admin07    ask it-oncall, never auto-grant

Checked before every actionVersioned, with rollback

Guardrails

Policies written like a brief to a new hire

Describe the limits in plain English or in the policy editor. Cadence turns them into checks that run before every action and blocks anything outside them, even when a prompt asks nicely.

Spending caps per agent, per workflow and per day
Read-only mode for new workflows until you trust them
Test any policy against last month's real cases before it goes live

Integrations

Plugs into the stack you already pay for

53 native connectors, plus REST and webhooks for everything else. Agents read and write through scoped service accounts, so access is as narrow as the job.

Helpdesks9
Email and shared inboxes6
ERPs and ledgers14
HR and payroll11
Chat and approvals5
Warehouses and databases8

Your toolsCadence agentsYour approvers

Customers

Teams that got their afternoons back

Finance, support and people teams use Cadence to clear queues without adding headcount.

4 days

faster month-end close

“We closed March four days faster. Cadence matches the boring ninety-five percent and hands my team the five invoices that actually need judgment.”

Dana WhitfieldController, Northbeam Logistics

9 min

median first response

“First response went from six hours to nine minutes and nobody on the team was replaced. They just stopped copy-pasting order numbers between tabs.”

Marco RuizHead of Support, Parcelwise

0 days

waiting for access

“New hires used to wait two days for accounts. Now everything is ready before their first coffee, and IT approves the risky bits from Slack.”

Priya RamanPeople Operations, Halcyon Health

Pricing

Pay for finished work, not seats

A run is one task done end to end, like a triaged ticket or a matched invoice, however many steps it takes.

Starter

Prove it on one queue.

$0free forever

Start free

300 agent runs a month
1 workflow
Approvals in Slack or email
7-day audit log

Growth

Most teams pick this

For teams running real queues.

$400per month, billed yearly

Start 14-day trial

10,000 agent runs a month
Unlimited workflows
Approval policies and spending caps
1-year audit log and exports
SSO and role-based access

Enterprise

For regulated back offices.

Customvolume pricing

Talk to sales

Volume run pricing
US or EU data residency
SOC 2 report, DPA and BAA
Private model routing
Named solutions engineer

Extra runs on Growth are $0.04 each. Nonprofits and startups under 20 people get 50% off the first year.

FAQ

Questions finance and security ask first

Still unsure? Our team answers within one business day, usually much faster.

Read the security overview

It stops and asks. Every workflow has a confidence floor, and anything below it is parked in the approval inbox with the evidence the agent gathered, so a person can decide in seconds.

Only if you allow it. By default, any action that pays, refunds or changes bank details needs a named approver. You can raise or lower the limit per workflow, and spending caps apply on top.

53 native connectors across helpdesks, inboxes, ERPs, ledgers, HR and payroll, chat and data warehouses. Anything else connects through REST or webhooks in about an hour.

In the US or EU region you choose, encrypted at rest and in transit. Your data is never used to train models, and it is deleted 30 days after you cancel.

Most teams have a first workflow running in read-only mode the same afternoon, then switch it on after a week of reviewing its decisions. Growth includes a guided onboarding call.

One task finished end to end, such as a triaged ticket, a matched invoice or an onboarded employee. Retries, tool calls and approval waits inside that task are included.

Start with one queue in read-only mode. Keep a person on every decision that matters. Switch on when the numbers convince you.

Start free trial Book a 30-minute demo

300 free runs every month. No credit card.

erp.match_invoiceDone1.8s

Agents for the work nobody hired you to do

Support triage

Invoice matching

Employee onboarding

A person on every decision that matters

Every step in the open

orders.lookupDone412ms

Agents propose. People approve.

Policies written like a brief to a new hire

Plugs into the stack you already pay for

Teams that got their afternoons back

Pay for finished work, not seats

Starter

Growth

Enterprise

Questions finance and security ask first

What happens when an agent is not sure?

Can agents move money on their own?

Which systems does Cadence connect to?

Where is our data stored, and is it used for training?

How long does setup take?

What counts as a run?

Give your back office its evenings back.

Agents for the work
nobody hired you to do