Get started with Reah Agent

Learn how to use Reah Agent in your workspace, connect AI tools with Reah MCP, and manage access, approvals, and spending limits.

Last updated 8 days ago

Summary

Reah Agent is a finance teammate built into every Reah workspace. It answers questions from live data across bank accounts, wallets, cards and Treasury, and prepares payments, conversions, card changes and invoices for your team to approve. It works in Reah and in Slack, and it starts with no approval rights of its own.

What is Reah Agent?

Reah Agent is the built-in assistant in your Reah workspace. Ask it about balances and spend, or ask it to prepare a payment, conversion, card change or invoice draft. It prepares the work. Your team keeps the sign-off under the approvals you already run.

There is no separate sign-up. Reah Agent works with your role and the approval rules your Business sets.

Before you begin

You have a Reah account and access to at least one Business.
Eligible members in enabled Businesses can use Reah Agent. Owners, Admins, and Operators (Member) have agent:execute by default. Viewers do not. See Set up roles.
An Owner or Admin has reviewed what Reah Agent can see and prepare.

Open Reah Agent

Sign in to Reah.
Open Agent from the left navigation.
Type a question or pick a suggested prompt.

Reah Agent keeps your conversation, so you can ask a follow-up question or attach a file, such as an invoice or a CSV, to the same chat.

What you can ask Reah Agent to do

Task	What Reah Agent does	Example
Check balances	Answers from live data across bank accounts, wallets, cards and Treasury, broken down by account, asset or network	“What’s our total across bank and wallets?”
Find transactions	Lists and totals activity, with failed and pending transactions kept apart	“How much did we spend on cards last month?”
Prepare a payment	Checks the balance, shows a preview and submits the request for approval	“Prepare a transfer of 2,000 USD from Main to Payroll.”
Prepare a conversion	Shows a quote and preview, then submits the request for approval	“Convert 5,000 USDC to USD in our main wallet.”
Request a card change	Prepares a card issue, freeze, unfreeze or limit change for approval	“Freeze the card ending 4821.”
Draft an invoice	Prepares an invoice draft for you to review before it is sent	“Draft an invoice to Acme for 3,000 USD, due in 30 days.”

Try a first prompt

Start with a read-only balance question so you can check the answer against your records:

“What’s our USD balance in Main?”
“What’s our total across bank and wallets?”
“How much did we spend on cards last month?”
“Which payments are waiting for approval?”

For a better answer, name the Business, account, date range or status you mean. For example, “Show outgoing bank transfers over 10,000 USD in October.”

Prepare your first request

Lead with a read-only check, then try a verified prepare path such as an invoice draft (without publishing or sending).

Ask Reah Agent a read-only balance question, for example “What’s our USD balance in Main?” Check the answer against your records.
Optionally ask it to draft an invoice without publishing, for example “Draft an invoice to Acme for 3,000 USD, due in 30 days. Do not publish or send.” Review the preview. Check the details.
If Reah Agent shows a Confirm step, review carefully. Confirm means you accept the prepared action in the chat. It does not always mean the request is waiting for approvers.
When a request does require business approval, approvers review it in Reah. It executes only after the required approvals are collected, according to your approval flow.

For approval stages, timeouts and execution modes, see Submit, approve, and execute requests.

Use Reah Agent in Slack

You can also message Reah Agent in Slack, or @mention it in a channel or thread, after you connect your Slack workspace. Approvals always happen in Reah, not in Slack.

Use Reah Agent vs Reah MCP

Use Reah Agent when you want to ask and prepare work inside Reah or Slack.
Use Reah MCP when you want Codex, Claude Code, Cursor or Grok Bot to work with live Reah data from that AI tool. Production MCP is read-only.

Both options follow your Business’s roles, approvals and limits.

About Agent Credits

Reah Agent uses Credits. Credits belong to your Business, not to each person on your team.

Each question or request you send to Reah Agent uses Credits. Usage is metered. A request may be refused before it runs if Credits checks fail.
On the web, Credits come from the Business you are working in.
In Slack, Credits come from the Business linked to that Slack connection or channel.
If your Available balance is zero or below, new requests stop before they run.
Your Business receives your plan’s allowance of Credits per period. You can Add Credits when you need more. The purchase rate is 100 Credits = $1.00 ($0.01 per Credit). That is the purchase rate, not a fixed fee per question.

To check your Credits:

Sign in to Reah.
Go to Settings → Agent → Credit.
Review Available and Recent activity & runs.

What Reah Agent does not do

It does not move money on its own.
It does not approve payments by default. It starts with no approval rights.
What it can do depends on your role and Business settings. There is no separate per-wallet scope UI to configure.

Still need help?

Reach out to Reah Support through the in-app chat or visit support.reah.com for more assistance.

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