Automate Rewiser workflows with AI Agents

Modern teams rely on clarity and speed when managing finances, but juggling multiple platforms and manual processes creates friction and missed insights. Combining Rewiser’s flexible financial management with the power of a Runbear AI agent transforms how your team accesses, discusses, and acts on crucial financial data—right inside their team chat. In this article, you'll discover how this integration unlocks automation, improves collaboration, and drives smarter decisions across your organization.

About Rewiser

Rewiser is a modular financial management platform designed for individuals, freelancers, and teams seeking to streamline their income and expense tracking. Its flexible architecture lets users create customizable folders to organize finances by business, personal projects, or clients—with every folder acting as an independent financial space. Key features include AI-powered transaction tagging for automatic categorization, custom fields for tailored data capture, and easy integrations with third-party tools like Stripe and Google Sheets. Available on web, iOS, and Apple Watch, Rewiser is the smart choice for teams who value adaptability, precision, and control in their financial management workflows. Its user-centric design means teams can start small and scale features as needs grow, making Rewiser a favorite for agile businesses and proactive finance teams.

Use Cases in Practice

Let’s explore four ways Runbear + Rewiser supercharge your team workflows. Imagine your finance group receives a smart daily briefing directly in Slack, crafted by an AI agent that summarizes income, expenses, and budget variances from Rewiser folders. No more switching tabs or manual report generation—the team discusses updates in Slack, asks the AI for clarification, and the workflow moves faster than ever.

When a project manager wonders, “What did we spend on client ABC this quarter?” they simply ask the AI agent in Teams or Discord, and get an instant, accurate answer from Rewiser’s dataset, thanks to natural language understanding and data syncing.

For regular budget reviews, the AI agent brings custom Rewiser folders into the chat—summarizing complex datasets, highlighting anomalies, or enabling teams to compare results across business units during live discussions. This seamless collaboration mirrors what many clients experience using AI executive dashboards or automated KPI reporting.

Additionally, AI-powered data analytics inside chat let teams spot unusual spending patterns or potential cost optimizations, all surfaced proactively by scheduled Runbear jobs. Similar to our popular business analytics automation use case, teams move from reactive to proactive oversight—no coding or extra tools required.

Rewiser vs Rewiser + AI Agent: Key Differences

Integrating Rewiser with Runbear transforms team financial workflows. Teams move from manual data digging and scattered communication to consolidated, AI-powered automation in Slack, Teams, or Discord. AI agents enable instant insights, scheduled reports, and collaborative discussions—all without ever leaving your chat. The result: more productive teams, better-informed decisions, and agile financial management.

Implementation Considerations

Rolling out a Rewiser integration with Runbear requires some planning for success. First, teams need to ensure Rewiser data access permissions are set up properly, so the AI agent can fetch only the data your team should see. Next, establish clear team training—help everyone understand how to interact with the AI agent, trigger reports, and refine their questions for best results. Change management is key: shift process owners from static reporting to real-time, conversational workflows. Assess cost-benefit against your manual reporting time, and review your team's readiness for automation—both technically and culturally. Ensure your IT or data team reviews security and governance processes; Runbear’s SOC 2 Type II compliance provides strong data assurance, but internal security reviews remain essential for peace of mind.

Get Started Today

AI agents in team chat are rapidly changing how modern businesses manage information and work together. Integrating Rewiser with Runbear means your team’s financial data is always at their fingertips—streamlined, automated, and actionable. Start today to transform workflow friction into insight and action, and give your team the clarity and speed they need to excel. Ready to see what a smart AI agent with Rewiser can do for your team? Try the integration and power up your next financial discussion.