What your Finance Ops does
Specialized capabilities designed for your workflow.
Accounts payable support
- Invoice intake from email/folders
- Extract key fields and categorize
- Prepare draft entries and route for approval
- Flag duplicates and mismatches
Accounts receivable support
- Prepare follow-up drafts and reminders
- Generate snapshots: who owes what
- Track statuses and escalate exceptions
Close support
- Checklist-driven month-end prep
- Reconciliation prep packets
- Missing-doc follow-ups and organization
Example workflows
01
"Processed 55 invoices: 46 ready, 9 exceptions with reasons."
02
"Prepared AR drafts for 18 overdue accounts; 4 escalations."
03
"Close packet compiled: reconciliations checklist + missing items list."
Tools supported
QuickBooks, Xero, NetSuite (where applicable), Excel/Sheets, Drive/SharePoint, Gmail/Outlook
Who it's for
Controllers, finance ops teams, founder-led finance functions needing throughput and organization.
Autonomy & controls
1. Draft Mode
Default state. AI drafts everything for your review. Nothing is sent without approval.
2. Approve-to-Send
AI prepares actions and executes them immediately after your one-click approval.
3. Controlled Execution
Executes within strict rules and thresholds. Escalates on ambiguity.