HR, Finance, and Sales workspaces

AI that knows your business, and acts like it

Bring supported HR, Finance, and Sales workflows into one company workspace. Connect your services to use organization records and available automation.

NexAgents

Company workspace

Workspace preview

HR Cloud

Employee records and requests

Company records appear after setup

Finance Cloud

Company finance workflows

Company records appear after setup

Sales Cloud

CRM records and follow-ups

Company records appear after setup

Connect a supported data source and configure permissions to view your organization’s records.

Customer references are published only after verification and approval.

Start with the apps you need, or run them all together

Every service is built on one unified AI platform. The more workflows you connect, the more powerful NexAgents becomes.

Manage your entire operating system

Onboard employees, qualify leads, process invoices, approve spend, and manage agent work around the world without manual complexity.

The business OS with intelligence built in

NexAgents does not just bundle tools. It shares a deep data foundation that lets your agents work securely across departments.

Your business data with action at the center

Roles, approvals, CRM records, employee profiles, invoices, policies, and workflows become one context layer for smarter automation.

Connected workflows

Available workflows depend on configured services, organization data, and permissions.

NA
Organization member

Example interface fields

Employee IDShown from HR service
CRM quotaShown from CRM service
Open invoicesShown from finance service
Approval limitShown from policy service
Active agentsShown from agent registry
Show me salary bands for the Product team.

I can show approved ranges for your role. Restricted fields are hidden by permissions.

Employee details are hidden in this public preview.
Access depends on tenant permissions.

Company roles and access controls

Company roles control access in supported modules. Workflow availability depends on configured permissions and connected services.

Automation availability and policy checks depend on the configured workflow and connected services.

Reports from your company records

View reports generated from available company records. Connected services and authorized data determine which results appear.

Reports use available tenant records and permissions; no sample operational metrics are shown.

Organization reports

Connect an authorized data source to view reports generated from your organization’s records.

Explore supported agent workflows

Connect work across your company

Replace scattered tools, handoffs, and manual work with one unified platform for data, agents, workflows, and approvals.

Connect company data

Configure supported data sources for the workflows your organization uses.

Coordinate routine work

Bring supported employee requests, CRM follow-ups, and finance approvals into one workspace.

Configure workflows by module

Available actions depend on company permissions, saved records, and connected providers.

Build me a dashboard showing AI token usage by team.
HRFinSDROpsHRFinSDROpsHRFinSDROpsHRFinSDROpsHRFinSDROps
ExpensesPipelinePayroll

Platform updates

Verified product release updates will appear here when available. No placeholder launch announcements are shown.

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The AI platform for HR, Sales, Finance & Operations.

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