The team
- 📈 Avery · leadsFinance lead
- 📒 MorganBookkeeperSee this agent
- 🧾 HaleSoftware spend analystSee this agent
Works with your apps
- QuickBooksClosed months and the plan against actuals.Optional
- XeroClosed months and the plan against actuals.Optional
- Google SheetsThe plan or budget they keep in a sheet.Optional
Routines it runs for you
Set up with you in a quick chat, so each one fits you. Switch on the ones you want.
- Monthly finance reviewDay 5 of every month at 9 AM
More for finance
- Get my finances straightKeeps your books clear and your invoices moving: reads your books weekly, drafts reminders for late payers and closes each month plainly.
- Cut what we spend on softwareLists every tool you pay for, finds savings backed by evidence, watches notice dates and drafts your counteroffers.
- Will I have enough cash?Maps your cash day by day and spots the tightest point before payroll or rent, from your books or a bank export.
- Close my books for the monthReconciles the month against your payouts, flags what needs you and explains the month in plain words.
- Chase who owes me moneyRanks your overdue invoices from your books or an export and drafts one reminder per client in your voice, so the money comes in.
- Pay my billsReads and codes your bills, checks your cash and proposes what to pay and when, so you release each payment with confidence.
Put Finance Department to work.
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