Close the month with less assembly.
We automate the gathering and checking around reporting and payables, and leave the judgment with your finance team.
Tools this often involves
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.
Reporting assistantSECTIONS 4Revenue and marginCash positionPipelineHeadcountexport missingfrom agreed exportschanges flaggedFinanceReporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.
Invoice intakeQUEUE 3VENDORNorthline FreightINVOICEINV-20418AMOUNT$4,812.00PO MATCHPO-7731read from the AP inboxrouted to a personFinanceInvoice intake
Reads incoming invoices, extracts the fields and queues exceptions for review.
Expense reviewerCLAIMS 42Within policy38Missing a receipt3Over the limit1checked against your policyexceptions to a personFinanceExpense 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.
AI Agents
Automate one process, like the monthly report.
AI Roadmap
Decide which finance work to tackle first.
How we work
We walk through the month-end with your finance team, look at the exports, ledgers and inboxes the work runs on, and review the templates and policies you already have.
For each step, from collecting the numbers to drafting the commentary, we decide: remove it, keep a person on it, or hand it to automation, an agent or an app. Judgment stays with your finance team.
We build inside the accounting and reporting tools you already use, unless new software is warranted.
Before launch we baseline measures such as hours spent assembling the report and exceptions caught before review. After launch we compare them against the baseline.
Discuss your finance operations work.
Tell us which work you’d like to change. We’ll suggest a sensible place to start.