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Agentic AIfor Modern Teams

Agent Factory

Born from innovation. Made for doers by doers. Marshal Agents are here to help ambitious teams work on terms that are their own.

Test your first agent →Browse the factory floor
04Production lines
15+Agent Types
6-12daysAvg. time to deploy

/ THE COLLECTIONS

Marshal Agents – built to do what needs to be done.

Engineered with job-centric design. Every agent gets tuned to the specific tools, approvals, and handoffs that your team uses everyday.

15 agent types · 4 collections · leads · revenue · ops · finance

showing 15
01
LEAD_CAPTURE_COLLECTION

Lead Capture

Inbound inquiry to scheduled conversation

01.1SPEED_TO_LEADLIVE

Speed-to-Lead

Ensures inbound inquiries receive an immediate, structured first-touch response.

  • Qualifies source and intent
  • Drafts the first reply
  • Alerts the right owner
Lead captureRESPONSE READY IN MINUTES
01.2QUALIFY_ROUTELIVE

Qualification & Routing

Evaluates inbound leads and sends them to the right next step.

  • Scores fit signals
  • Routes by territory or owner
  • Records the decision
Lead captureCLEANER HANDOFFS
01.3BOOK_FOLLOWUPLIVE

Booking & Follow-Up

Moves qualified leads toward scheduled conversations without letting the thread go cold.

  • Prepares calendar options
  • Drafts reminders
  • Flags stalled replies
Lead captureMORE BOOKED CALLS
02
REVENUE_COLLECTION

Revenue Generation

Target the right accounts and reach them ready to talk.

02.1PROSPECT_IDLIVE

Prospect Identification

Builds targeted prospect lists from fit criteria such as industry, geography, size, title, and buyer signals.

  • Applies ICP rules
  • Finds likely buyers
  • Keeps source notes
RevenueSHARPER ACCOUNT LISTS
02.2ACCOUNT_RESEARCHLIVE

Account & Personalization

Gathers context on accounts and contacts so outbound becomes sharper and easier to execute.

  • Summarizes company context
  • Finds useful hooks
  • Prepares owner notes
RevenueBETTER FIRST TOUCHES
02.3OUTBOUND_EXECLIVE

Outbound Execution Support

Supports outreach at scale. AI drafts, logs, and preps. Your team focuses on conversations.

  • Drafts sequence copy
  • Logs activity
  • Prepares follow-up context
RevenueLESS ADMIN DRAG
03
OPS_COLLECTION

Operational Throughput

Keep the business running without the admin tax.

03.1INTAKE_ONBOARDLIVE

Client Intake & Onboarding

Standardizes what happens after a client, customer, or project is closed.

  • Collects required context
  • Prepares kickoff notes
  • Creates internal tasks
OperationsCLEANER STARTS
03.2DATA_SYNCLIVE

Data Sync & Admin Relay

Moves information between tools and reduces repetitive internal updates.

  • Checks field changes
  • Syncs approved records
  • Reports exceptions
OperationsFEWER MANUAL UPDATES
03.3REPORTINGLIVE

Reporting & Decision Support

Assembles recurring summaries and reports from business tools and data sources.

  • Pulls source metrics
  • Summarizes movement
  • Highlights owner decisions
OperationsRECURRING CLARITY
04
FINANCE

Finance Line

Keep the numbers moving without burying finance in assembly work.

04.1FP_ALIVE

Financial planning & analysis

A Marshal agent for month-end actuals, variance commentary, rolling forecasts, and board reporting.

  • Pulls actuals
  • Builds variance commentary
  • Refreshes forecasts
FinanceREPORTING PACK READY
04.2TREASURYLIVE

Treasury & cash management

A Marshal agent for daily cash position, 13-week forecasting, covenant monitoring, and bank reconciliation.

  • Aggregates cash
  • Updates 13-week forecast
  • Monitors covenants
FinanceDAILY CASH POSITION READY
04.3CONTROLLERLIVE

Controllership & close

A Marshal agent for recurring journal entries, reconciliations, the close checklist, and consolidation.

  • Drafts journal entries
  • Runs reconciliations
  • Tracks close owners
FinanceCLOSE PACKAGE READY
04.4TAXLIVE

Tax planning & compliance

A Marshal agent for filing calendars, nexus monitoring, estimated payments, and CPA handoff packages.

  • Tracks deadlines
  • Monitors nexus
  • Builds advisor packages
FinanceTAX PACKAGE STAGED
04.5CAPITAL_ALLOCLIVE

Capital allocation & corporate development

A Marshal agent for scoring investments, tracking the capital budget, scenario modeling, and diligence prep.

  • Scores requests
  • Tracks budget capacity
  • Models scenarios
FinanceCOMPARABLE CAPITAL DECISIONS
04.6INTERNAL_AUDITLIVE

Internal audit & controls

A Marshal agent for continuous controls testing, transaction screening, anomaly detection, and audit evidence.

  • Tests controls
  • Screens transactions
  • Assembles evidence
FinanceCONTROL EXCEPTIONS QUEUED
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