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AI AUTOMATION FOR FINANCE & REPORTING

Get paid on time and see the numbers without the month-end scramble.

Invoices, reminders, reconciliations and client reports repeat every month. Automations prepare them from your systems; you approve what goes to clients and what changes in the books.

The recurring jobs
agents can prepare.

  • Creating invoices from agreed work or deals
  • Sending payment reminders on a schedule
  • Chasing clients for missing documents
  • Assembling recurring reports from several systems

Invoicing & payment reminders

Prepares invoices and reminders with payment links for approval.

Integrations & reporting

Pulls figures from your tools into one reporting view.

Workflow automation

Requests and files documents from clients.

Where you stay
in control.

  • Nothing is posted to the ledger without approval
  • Every reminder and report is reviewed before sending
  • Payments are never initiated by an agent

Tools we often connect

QuickBooksXeroStripeGoogle SheetsMicrosoft ExcelDext

Boundaries

Financial data access is read-only unless agreed otherwise. Regulated activity and tax advice are outside what we automate.

Other industries

Healthcare & MedTech Sales & revenue teams Developer tools & AI
LET’S FIND YOUR NEXT STEP

Bring the challenge.
We’ll help shape the solution.

Tell us what your team is trying to do, where the current process breaks down, and what a better result would look like.

TELL US THE JOB

Describe the recurring work.
We reply with a plan.

The tools you use today, the job that eats your week, and the one thing that should never happen without you. It lands in a private inbox and we answer by email.

  • No payment, no booking, no subscription
  • A written plan, not a quote pushed at you
  • NDA available before you share anything confidential
1We replyBy email, within one business day.
2Short callTo understand the job and the tools you use.
3Written planWhat runs, where you approve, and what it needs from you.