Close the month with less assembly.
We automate the gathering and checking around reporting and payables, and leave the judgment with your finance team.
The jobProducing the monthly management report
How it’s done now
- Export data from four different systems
- Paste it into the report template
- Chase colleagues for missing numbers
- Write the commentary from scratch
With an AI agent
- The agent fills the template from the exports
- Missing numbers are flagged, with where to find them
- The finance owner reviews and approves it
Work that comes up every week.
Monthly management reporting
Collecting agreed exports, filling the template and flagging what’s missing.
Invoice intake
Reading invoices, extracting the fields and queuing exceptions.
Expense checks
Claims checked against policy, with the exceptions flagged for a person.
Commentary drafts
Source-linked notes on what changed, for the owner to edit.
Example workflows
Jobs we can set up in the tools you use. Each is scoped to your process.
- ExampleFinance
Reporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.See the workflow - ExampleFinance
Invoice intake
Reads incoming invoices, extracts the fields and queues exceptions for review. - ExampleFinance
Expense reviewer
Checks expense claims against your policy and flags the ones that need a look.
How we can help
Figures are calculated by defined rules, not by an AI model. Your finance owner approves anything before it’s shared.
What we’d measure
Agreed with you at the start, against how the work runs today.
- Hours spent assembling the report
- Figures traceable to a source
- Exceptions caught before review
Tools this often involves
Discuss your finance operations work.
Tell us which work you’d like to change. We’ll suggest a sensible place to start.