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Layest agents are ready-made digital teammates for repeatable business workflows. Each one is designed around a clear outcome, with guided setup, built-in review points, and a complete history of every run. You do not need to write prompts or choose an AI model. Start with the business task you want to improve, select the matching agent, and follow its Setup page.

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Choose the right agent

Doclay

Import Agent · Turn documents and unstructured files into organized records in a Layest Data Collection.

Billay

Invoice Agent · Capture invoices and expenses, prepare booking suggestions, review the result, and export approved bookings.

Charlay

Business Navigator · Connect business data, follow KPIs, uncover patterns, and make better-informed decisions.

Reporting Agent

Create status, quarterly, sustainability, and legal-document reports from your workspace data.

KYC Agent

Support identity verification and KYC/AML workflows with structured, auditable information.

Payment Agent

Organize payment data and support payment runs, approvals, receivables, and payout calculations.
The Agents page in your Layest workspace is the source of truth for which agents are currently available to create. Availability can depend on your workspace and rollout.

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How every agent works

1

Choose an agent

Open Agents and browse the library by Operations, Accounting, or Compliance. Select the agent that matches the outcome you need.
2

Create your agent

Select Create Agent, give it a clear name, and optionally place it in an Agent Group. An Agent Group keeps related workers together in your workspace menu.
3

Review Setup

Open the agent’s Setup tab. Layest separates required setup from useful optional additions and always shows whether the agent is ready to run.
4

Start small

Run the agent manually with a representative file or record. Review the proposed result before approving it.
5

Add automation when ready

Add an email inbox, schedule, watched cloud folder, or external destination only where it improves the workflow. Manual runs remain available.

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Built for control, not a black box

Every agent keeps people in the loop:
  • Clear readiness: required tasks are shown before a run can start.
  • Human review: imported data and booking suggestions can be checked and corrected before approval.
  • Traceable runs: the Runs and Analytics views show what was processed and whether action is needed.
  • Flexible inputs: work manually first, then add email, schedules, or connected folders.
  • Controlled outputs: keep results in Layest and send copies to approved external destinations when needed.

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Not sure where to begin?

Start with documents

Choose Doclay when the main challenge is turning files into reliable, structured data.

Start with invoices

Choose Billay when the workflow begins with invoices or expenses and ends with approved accounting data.
If your goal is broader reporting, compliance, payments, or business insight, open the relevant agent page above for a plain-language overview and setup guide.