One screen for everything your agents do.

What are your agents doing for you? One screen shows it; you set what runs on its own.

In brief

What are your agents doing on your behalf, and what runs without you? The control panel, the screen where you see what your agents do, sorts each file by what happened: ran on its own, decision pending or on hold. You set what runs on its own; a payment is never left to an agent.

The three questions asked first

What do I see each morning?Every file, its outcome and why.
What runs without me?Only what you have allowed, and never a payment.
And if the agent stops?Nothing goes out; a named person takes over.

Control panel · your firm

Monday 26/10/2026, 08:30

Decision pending: 8
On hold: 2
Ran on their own: 14

Tender · a council$240,000 ex GSTDecision pending

Example · fictional data.

Each morning, what needs you is set apart.

Five of your apps, one screen. The control panel shows what your agents do in them.

In this example: Outlook, SharePoint, Teams, Xero and Employment Hero.

Control panel · your firm

Monday 26/10/2026, 08:30

Monday 08:30

Twenty-four files

Monday, 08:30: 24 files, spread across five of your apps.

24 files

Outlook13Tender alert · Credit note · Bill matches · Signed contract · Tender · Tender alert · Reminder · Bill matches · Credit note · Fair Work statement · Reminder · Bill matches · Client query
SharePoint4References · Proposal · CVs · Insurance renewal
Teams4Internal question · Internal question · Internal question · Internal question
Xero2Payment · Payment
Employment Hero1New hire

Each app sees its share; none sees the whole.

Example · fictional data

Monday 08:30

Sorted into three piles

The control panel sorts them into three piles: eight wait for your decision.

Tender from a council, $240,000 ex GST, Outlook, decision pending.
Proposal for your client, $20,700 ex GST, SharePoint, decision pending.
Insurance renewal, request to your broker for an updated certificate of currency before 31/10/2026, SharePoint, decision pending.
New hire starting 03/11/2026, contract ready for signature, Employment Hero, decision pending.
Client query on an invoice, reply drafted with the signed proposal, Outlook, decision pending.
Bill that matches its order, draft entry, $2,310 inc GST, Outlook, decision pending.
Bill that matches its order, draft entry, $5,445 inc GST, Outlook, decision pending.
Bill that matches its order, draft entry, $880 inc GST, Outlook, decision pending.
Payment to a subcontractor, invoice of $6,000 ex GST, four days invoiced and three approved, Xero, on hold.
Payment to your courier, $2,340.00 inc GST, taken over by your bookkeeper at 08:20, Xero, on hold.
Tender alert from buy.nsw, read and summarised, Outlook, ran on its own.
Tender alert from AusTender, read and summarised, Outlook, ran on its own.
Credit note from your stationery supplier, filed with its bill, Outlook, ran on its own.
Credit note from your caterer, filed with its bill, Outlook, ran on its own.
Signed employment contract from a new hire, filed, Outlook, ran on its own.
Fair Work Information Statement receipt, signed by a new hire, filed, Outlook, ran on its own.
Reminder to your team: the council tender closes 06/11/2026, Outlook, ran on its own.
Reminder to your team: a new hire starts 03/11/2026, Outlook, ran on its own.
Three references for similar projects, gathered for the tender, SharePoint, ran on its own.
Team profiles and CVs, gathered for the tender, SharePoint, ran on its own.
Internal question, answered with its source: the day rate for a proposal, Teams, ran on its own.
Internal question, answered with its source: the closing date of a tender, Teams, ran on its own.
Internal question, answered with its source: a new hire’s start date, Teams, ran on its own.
Internal question, answered with its source: the order behind an invoice, Teams, ran on its own.

The eight decisions

Tender · a council$240,000 ex GST
Proposal · your client$20,700 ex GST
Certificate of currency · request to your brokerBefore 31/10/2026

The five other decisions

New hire · contract ready for signatureStarts 03/11/2026
Client query on an invoiceReply drafted
Bill matches its order · draft entry$2,310 inc GST
Bill matches its order · draft entry$5,445 inc GST
Bill matches its order · draft entry$880 inc GST

On hold2Payment · a subcontractor · Payment · your courier
Ran on their own14Tender alert · Tender alert · Credit note · Credit note · Signed contract · Fair Work statement · Reminder · Reminder · References · CVs · Internal question · Internal question · Internal question · Internal question

Two are on hold. Fourteen ran on their own, as you allowed.

Decision pending

You choose

Each file says why it is waiting for you, and which rule applies.

Tender · a council

$240,000 ex GST · closes 06/11/2026

Decision pending

Because: Your certificate of currency expires on 31/10/2026, before closing.
Rule: Agreed rule: no document out of date on the closing date.
Ready: 120 pages read, 42 requirements, 40 covered. The bid/no-bid note, the response outline.

Approve the bid
Do not bid

Decision pendingTender · $240,000 ex GSTYour certificate of currency expires on 31/10/2026, before closing.

Example · fictional data · illustrative screen

Everything is ready; you choose.A request for an updated certificate of currency is drafted for your broker, for your team to send.

On hold

A rule holds

A rule puts the file on hold. You can release it for payment: your decision is logged, and a person on your team pays from your bank.

Payment · a subcontractor

$6,000 ex GST · invoice of 06/10/2026

On hold

Because: Four days invoiced; the approved timesheet shows three.
Rule: Agreed rule: no payment above what was approved.
Already done: Approved timesheet found in SharePointRan on its own

Keep on hold
Release for payment

On holdPayment · invoice of $6,000 ex GSTFour days invoiced; the approved timesheet shows three.

Example · fictional data

Payment · your courier$2,340.00 inc GST

Taken over by your bookkeeper, 08:20

A note asking the subcontractor for a corrected invoice is drafted, for your team to send.

Runs on its own

You set the level

What runs on its own is your call, action by action.

Control panel · your firm

Monday 26/10/2026, 08:30

Decision pending8

On hold2

Ran on their ownsince Friday 18:0014

Tender from a council, $240,000 ex GST, Outlook, decision pending.
Proposal for your client, $20,700 ex GST, SharePoint, decision pending.
Insurance renewal, request to your broker for an updated certificate of currency before 31/10/2026, SharePoint, decision pending.
New hire starting 03/11/2026, contract ready for signature, Employment Hero, decision pending.
Client query on an invoice, reply drafted with the signed proposal, Outlook, decision pending.
Bill that matches its order, draft entry, $2,310 inc GST, Outlook, decision pendingran on its own.
Bill that matches its order, draft entry, $5,445 inc GST, Outlook, decision pendingran on its own.
Bill that matches its order, draft entry, $880 inc GST, Outlook, decision pendingran on its own.
Payment to a subcontractor, invoice of $6,000 ex GST, four days invoiced and three approved, Xero, on hold.
Payment to your courier, $2,340.00 inc GST, taken over by your bookkeeper at 08:20, Xero, on hold.
Tender alert from buy.nsw, read and summarised, Outlook, ran on its own.
Tender alert from AusTender, read and summarised, Outlook, ran on its own.
Fair Work Information Statement receipt, signed by a new hire, filed, Outlook, ran on its own.
Credit note from your stationery supplier, filed with its bill, Outlook, ran on its own.
Credit note from your caterer, filed with its bill, Outlook, ran on its own.
Signed employment contract from a new hire, filed, Outlook, ran on its own.
Reminder to your team: the council tender closes 06/11/2026, Outlook, ran on its own.
Reminder to your team: a new hire starts 03/11/2026, Outlook, ran on its own.
Three references for similar projects, gathered for the tender, SharePoint, ran on its own.
Team profiles and CVs, gathered for the tender, SharePoint, ran on its own.
Internal question, answered with its source: the day rate for a proposal, Teams, ran on its own.
Internal question, answered with its source: the closing date of a tender, Teams, ran on its own.
Internal question, answered with its source: a new hire’s start date, Teams, ran on its own.
Internal question, answered with its source: the order behind an invoice, Teams, ran on its own.

Your setting, 08:31

8Decision pending

14Ran on their own

Your setting, 08:31

A payment is never left to an agent: this setting is locked.

Your control panel, on a Monday at 08:30. Example · fictional data · illustrative screen.

Every action is logged, with the document behind it.

A closed file can be reopened at any time, each action with its document.

Four actions stay yours: calling, deciding, sending, paying.

Your printer · invoice INV-0412$12,480.00Closed 09/10/2026

Thu 08/10AgentReceived invoice INV-0412 and new bank details.Email
08/10AgentMatched purchase order PO-2291 and the signed delivery docket: they agree.Order
08/10AgentCompared the new bank details with your seven payments since 2024: account never used.Payments
08/10AgentRead the agreement, cl. 7: any new bank details are confirmed by phone.Agreement
08/10AgentPut the file on hold and prepared the call, to the number on file.Contact
08/10YouCalled your printer: “We haven’t changed banks.”
08/10YouDecided: payment to the usual account (…5571).
08/10AgentPrepared the payment details, the report to your bank and the alert to your printer.Payment
08/10YouSent the report and the alert.Email
Fri 09/10YouMade the $12,480.00 payment, in your bank.Bank

Example · fictional data

History of a payment put on hold, from the email to the payment. Example · fictional data · illustrative screen.

The same file, on Invoices and payments

When the agent stops, a named person takes over.

This morning, Xero is not responding: the agent stops, nothing goes out.

Your bookkeeper takes over the file, with what is already done.

Stopped: Xero not responding, nothing went out.Taken over by your bookkeeper, 08:20.

Example · fictional data · illustrative screen

Payment · your courier

$2,340.00 inc GST · due today

AgentTaken over by your bookkeeper, 08:20

Done

Invoice read.

Matches the delivery docket of 19/10/2026.

Stopped

To checkXero not responding: bank details not compared.

Left to do

Compare the bank details with your past payments.

Approve the payment.

Notified: your bookkeeper, ITHA.

Schedule 3 · Who takes over

Invoices and payments: Your bookkeeper
Tenders and proposals: Your bid lead
Hiring and onboarding: You

The agent stops when

A document is missing.
A case falls outside its rules.
An app does not respond.

Example · fictional data · illustrative screen.

Each month, you get a report on your agents.

What ran on its own, what waited for you, what was fixed, and what could run on its own next.

312

files in October: 214 ran on their own, 79 waited for your decision, 19 put on hold.

Example · fictional data

Monthly report · October 2026

Your firm · delivered 02/11/2026

Files: 312: 214 ran on their own, 79 waited for your decision, 19 put on hold.; The screen
Setting changed: Bills that match their order are entered as drafts on their own: by you, on 26/10/2026.; The setting
Takeover: Xero not responding on the morning of 26/10/2026: one payment taken over by your bookkeeper.; The takeover
Fix: A supplier’s new invoice layout, misread: reading fixed on 14/10/2026, six files checked again.Fixed by ITHA
Proposed for November: Filing your new hires’ documents in SharePoint: 18 filings approved without changes. Could run on its own, if you decide.; The setting

Your firm’s October report. Example · fictional data · illustrative screen.

The control panel, in technical terms

Outcome: end state of each run, with its reason and the rule applied.
History: time-stamped log of actions, by agent and by person.
Setting per action: autonomy level of each action, changed by you, recorded in the log.
Takeover: the agent stops when an app does not respond; nothing is sent; the named person and ITHA are alerted.
Access: one login per person, rights set person by person.

This control is written into the contract.

This control is written into the contract

Contract extract · your firm and ITHA

1.Nothing runs without permission.
Case by case, or under a rule you set and withdraw whenever you like. Sending, signing and paying stay with your team; a payment is never left to an agent.
2.A named person takes over.
When an agent stops, nothing goes out; the person named in schedule 3 receives the file, with what is already done.
3.Every action is logged.
Who, what, when, with which document; available to you for the period you choose.

Example · fictional data.

Questions

What people ask about the control panel.

Can I withdraw a permission?

Yes, at any time, action by action. The change is recorded in the history, with who made it and when.

Who else sees this screen?

The people you name, each with their own rights: your bookkeeper sees invoices, not employment contracts.

Who sees what, on Secure AI setup

Does the screen replace my software?

No. Your team keeps working in the same software. The screen shows what the agents did there, and what is waiting for you.

A first conversation about your tasks.

Thirty minutes to look at which tasks could be handed to agents, and what, in your firm, must never run without a person.

Thirty free minutes, at a time that suits you. You leave with a reasoned view.

Length: 30 minutes, at a time that suits you
Cost: Free, no documents needed
Outcome: A reasoned view: automate, or not

Email us

Mélanie Revellat: melanie.revellat@itha.io
Romain Danielant: romain.danielant@itha.io

Then, if you decide: a feasibility check on what is possible with your software and your data, followed by a fixed-price proposal. The set-up includes the control panel.