Fee Calculation Agent
Calculates management and performance fees per client against the contractual rate structure — continuously, in your systems, in your tone.
Fee Calculation Agent
Calculates management and performance fees per client against the contractual rate structure — no formula errors, no manual recalculation.
Ops & Reporting
The problem
What this agent takes off your plate
In financial services, calculates management and performance fees per client against the contractual rate structure — no formula errors, no manual recalculation — but doing it manually does not scale. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Calculates management and performance fees per client against the contractual rate structure
- no formula errors
- no manual recalculation.
- Fees handled automatically against your rules
How it works
End-to-end workflow
Fee Calculation connects to Fees, Billing, Salesforce and your ops & reporting stack. It reads your rules, brand voice and live data — then calculates management and performance fees per client against the contractual rate structure — no formula errors, no manual recalculation. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Calculates management and performance fees per client against the contractual rate structure — no formula errors, no manual recalculation.
Outcomes
- Fee Calculation runs without manual handoffs
- Finance, fintech and spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
