Custom Ember Agents: Prompt Library

Ember Agents let you automate recurring financial workflows so you don't have to remember to run them manually. Instead of asking Ember the same question every month, an agent runs it for you — on a schedule, every time, without you having to think about it.

You don't need to configure anything. Just go to the Chat tab and describe what you want the agent to do. Ember will name it, set the schedule, choose the right tools, and write the full instructions automatically. You can review what it built, make edits if needed, and then run it immediately or schedule it for later.

How to create a custom agent

1. Go to the Chat tab in Campfire

2. Paste any prompt from this article

3. Ember will build the agent and show you a preview — including the name, schedule, and what it will do

4. Click Run Now to run it immediately, or Schedule for later to set it up as a recurring automation

Financial Reporting

Monthly P&L Flash Report Generates a P&L summary with variance commentary and emails it to your team at month-end.

"Create an agent that runs on the last business day of each month, generates a P&L vs. prior month at the consolidated level, flags any account with movement over $5,000, adds a one-line explanation for each variance, and emails the report to [your email]."

Weekly KPI Summary Pulls key metrics every Monday morning so your team starts the week with a clear picture.

"Create an agent that runs every Monday at 8am, pulls our current cash balance, total AR outstanding, total AP outstanding, and MoM revenue change, and emails a formatted summary to [your email]."

Department Spend Report Emails department heads a breakdown of their team's spend from the prior month.

"Create an agent that runs on the 1st of each month, pulls all vendor spend by department for the prior month, highlights any category more than 20% over the prior month, and emails the report to [your email]."

Non-GAAP Burn Report Calculates true cash burn by stripping one-time items and sends a clean MoM comparison.

"Create an agent that runs monthly, calculates our total cash burn for the prior month excluding one-time items, compares it to the prior month, and emails the result to [your email]."

Cash Flow & Forecasting

Daily Cash Balance Summary Sends a morning cash position email so you always know where you stand before the day starts.

"Create an agent that runs every morning at 7am, pulls the current balance across all bank accounts, calculates total cash, compares it to the prior day, and emails me a one-paragraph summary with any accounts that moved significantly."

Cash Balance Threshold Alert Sends an immediate alert if any operating account drops below a minimum balance.

"Create an agent that runs every morning, checks the balance in our main operating account, and sends me an email alert immediately if the balance drops below $[your threshold]."

Weekly Cash Flow Tracker Summarizes inflows and outflows for the week every Friday afternoon.

"Create an agent that runs every Friday at 4pm, summarizes total cash inflows and outflows for the current week broken down by major category, and emails a one-page summary to [your email]."

Month-End Close

Prior Period Journal Entry Alert Flags any journal entries posted to a closed period within the last 24 hours.

"Create an agent that checks for any journal entries posted to a prior period in the last 24 hours and sends me an email alert with the details."

Missing Department Code Alert Catches expense entries missing a department tag before they pile up at month-end.

"Create an agent that runs every morning, checks all new GL entries posted to expense accounts in the last 24 hours that are missing a department code, and emails me a list with the entry details and the name of the person who posted each one."

Accrual Gap Monitor Compares this month's expense run rate to prior months and flags anything that looks under-accrued.

"Create an agent that runs on the 25th of each month, compares our current month expense run rate by category to the prior 3-month average, flags any categories that look under-accrued, and emails me the results."

AP to Trial Balance Reconciliation Checks whether the AP sub-ledger matches the trial balance and flags any discrepancies.

"Create an agent that runs on the last business day of each month, compares the AP summary balance to the AP balance on the trial balance, and emails me a summary of any discrepancies and which accounts are causing them."

Journal Entry Automation

Daily Prepaid Amortization Posting Calculates and posts daily amortization entries for all active prepaid schedules automatically.

"Create an agent that runs every morning, calculates the daily amortization amount for all active prepaid schedules, and posts the journal entry to the corresponding expense accounts."

Monthly Cost Allocation Journal Entry Splits shared costs across departments and posts the allocation entry at month-end.

"Create an agent that runs on the last business day of each month, allocates the balance in [your shared cost account] across [Department A] at [X]%, [Department B] at [Y]%, and [Department C] at [Z]%, and posts the allocation journal entry for my review."

Monthly Accrual Drafting Reviews open POs and recurring contracts, identifies accrual gaps, and drafts the entries for review.

"Create an agent that runs on the 28th of each month, reviews recurring vendor contracts and open purchase orders, identifies any expenses that should be accrued but haven't been, drafts the accrual journal entries, and emails them to me for review before I post them."

FX Revaluation Entry Revalues foreign currency balances at month-end and posts the gain/loss entry.

"Create an agent that runs on the last day of each month, revalues our [currency] account balances using current spot rates, calculates the FX gain or loss, and drafts the revaluation journal entry for my approval."

AR / AP Monitoring

Daily AR Aging Slack Report Posts an AR aging summary to your finance Slack channel every morning.

"Create an agent that runs every morning, pulls AR aging by 0–30, 31–60, 61–90, and 90+ day buckets, flags any customers who moved into the 60+ day bucket since yesterday, and posts a summary to our Slack channel [#channel name]."

Overdue Invoice Monitor Sends a daily alert listing any invoices that became past due in the last 24 hours.

"Create an agent that runs every morning, identifies any invoices that became past due in the last 24 hours, and emails me a list with the customer name, invoice number, amount, and days overdue."

First Payment Notifier Sends an internal notification the moment a new customer makes their first payment.

"Create an agent that monitors for payments from new customers and sends me a Slack message or email notification as soon as a first payment is received, including the customer name and payment amount."

Past Due Bills Alert Flags vendor bills that are past due before they become a problem.

"Create an agent that runs every morning, checks for any vendor bills that are past due, and emails me a list sorted by oldest first with the vendor name, invoice date, due date, and amount outstanding."

Reconciliation

Clearing Account Monitor Checks all clearing accounts weekly and flags anything that's been sitting for more than 7 days.

"Create an agent that runs every Monday, checks all clearing and suspense accounts for items older than 7 days, and emails me a list of unresolved items with how many days each has been sitting there and who originally posted it."

Duplicate Transaction Detector Scans the GL weekly for transactions that look like duplicates before they affect your close.

"Create an agent that runs every Friday, scans all GL transactions posted in the last 7 days for potential duplicates — same amount, same vendor, same or adjacent dates — and emails me a list of any matches with the transaction details and the name of the person who posted each one."

AR Sub-Ledger to GL Reconciliation Monthly reconciliation of the AR sub-ledger against the trial balance.

"Create an agent that runs on the last business day of each month, reconciles the AR sub-ledger balance to the AR balance on the trial balance, flags any differences by customer account, and emails me a reconciliation summary."

Vendor & Spend Analysis

Software Subscription Audit Monthly review of all software vendor spend to catch unused tools and upcoming renewals.

"Create an agent that runs on the 1st of each month, pulls all software and SaaS vendor spend from the prior month, identifies any vendors where spend increased more than 20% vs. the prior month, and flags any subscriptions with a renewal date in the next 30 days. Email me the results."

Contractor Spend Report Monthly summary of all contractor and 1099 payments grouped by project and department.

"Create an agent that runs on the 1st of each month, pulls all contractor and 1099 payments from the prior month, groups them by project and department, and emails the report to [your email] and [legal or finance contact]."

Data Quality & Compliance

T&E Policy Compliance Monitor Weekly scan of expense submissions to catch policy violations before they're reimbursed.

"Create an agent that runs every Monday, reviews all expense reports submitted in the prior week, flags any that exceed our daily limit of $[amount] or are missing a required receipt, and emails a compliance summary to [your email]."

Chart of Accounts Change Log Monthly audit of any changes made to the chart of accounts.

"Create an agent that runs on the 1st of each month, pulls all changes made to the chart of accounts in the prior month — including accounts added, modified, or deactivated — and emails a change log to [your email] for sign-off."

VAT Compliance Checker Weekly review of international transactions to flag incorrect VAT treatment.

"Create an agent that runs every Monday, reviews all international transactions from the prior week for correct VAT treatment, flags any that appear under- or over-declared, and emails a compliance summary to [your email]."

GL Entry Integrity Check Daily review of new GL entries to catch missing required fields before they age.

"Create an agent that runs every morning, reviews all GL entries posted in the last 24 hours, flags any that are missing a required field — such as a description, department code, or valid account combination — and emails me a list with the entry details and the preparer's name."

✅ Tips for writing a good agent prompt

The more specific you are, the better the agent will work. Here's what to include:

• What to check or calculate — be specific about accounts, thresholds, time windows, or categories

• How often to run it — daily, weekly, monthly, or on a specific day (e.g. "last business day of the month")

• What to do with the results — email to a specific address, post to Slack, draft a journal entry for review

• What to do if nothing is found — you can tell it to send a clean confirmation email, or only notify you if something is flagged

Example of a vague prompt:

"Create an agent to monitor AR."

Example of a specific prompt:

"Create an agent that runs every morning, pulls AR aging by 0–30, 31–60, 61–90, and 90+ day buckets, flags any customers who moved into the 60+ day bucket since yesterday, and posts a summary to our #finance Slack channel."

The specific version tells the agent exactly what to look at, how often to run, what to flag, and where to send the results.

For more on how Ember Agents work within the Close Checklist, see Ember Agents: Save Ember Prompts in the Close Checklist.