Step 1
You engage.
Drop a workflow into the form, or pick the AI agent for your role and walk through it with them. We capture the pain in your words, the role-owner, the tools in play.
AI Agent for Finance
Less crunching. More interpretation.
The month never really ends — invoices to approve, cash to forecast, AR to chase, the board pack due Thursday night. The week you wanted was the one where you actually interpret what the numbers mean. Agents run the repetitive work across your ERP, AP tool, and spreadsheets, so interpretation happens during business hours.
FP&A · Accounting · Audit-ready
What changes in your finance week.
Some of the repetitive jobs we run for finance leaders — there's more where these came from. Click the one that's eating your week.
Your forecast, already updated.
Agents roll actuals in, draft the variance explanations, and lay the scenarios side by side. You pick the one that matches what you're seeing.
See the workflow
Always know where cash will be.
Agents pull from your accounting system, AP, and AR overnight and rebuild the cash picture every morning — including the one or two assumptions most likely to move it.
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Explain the P&L in fifteen minutes.
Agents draft an explanation for every line that moved. You confirm the two or three that actually matter — the rest is already written.
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Close the books by day three.
Reconciliations pulled overnight, accruals matched, flux explanations drafted, open items flagged with the one thing blocking them. Your Controller approves the package — agents prep it for posting.
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Approve invoices in one pass, each morning.
Agents match each invoice to its PO, flag the ones that don't fit, and hand your Controller one clean list. Your Controller approves — agents prep it for posting.
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Chase overdue invoices without chasing.
Agents draft the right follow-up email for each late-paying customer in your tone, and hold everything for your Controller's yes before a word goes out.
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Stop rubber-stamping expense reports.
Agents match receipts, flag policy issues, and hand your Controller only the clean reports. The messy ones surface with a note explaining what's off.
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Board pack ready Monday — not Thursday night.
Agents pull the numbers, update your slides, and draft the narrative. You edit the story; the assembly is done.
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Walk into the audit ready, not scrambling.
Agents pull every PBC item from your accounting system, draft variance evidence, and assemble the binder by section. Your Controller approves; auditors walk into a complete file.
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Onboard new vendors with a complete checklist — gaps surfaced.
Agents check every packet against your onboarding checklist — W-9, banking, COI, NDA, MSA, sanctions screen — and surface every missing piece in one view. Your Controller approves the complete ones; nothing slips because someone forgot to ask.
See the workflow
Don't see yours? If it's repetitive and a finance leader still needs to sign off — we probably run it. Tell us the workflow →
How it works
From your first reach-out to agents running across your role.
Four phases. The lift sits with us — yours is naming the work and signing off on what ships.
Step 2
We come back with a proposal.
A proposal lands in your inbox — the workflow we'd target first, the access we'd need, what we'd commit to deliver. We follow up with a call to walk through it.
Step 3
We start with the smallest meaningful slice.
One workflow, agents take it off your team's plate. End-to-end, on real data.
Step 4
We scale into adjacent workflows.
Once the pilot proves out, we expand — the next workflow in your role, then the next. One operator, covering more of the queue you used to carry.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Is my data private? Do you train on it?
Your data stays yours. Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models. Every action is captured in an audit trail you control.
Do you replace employees?
No. AI Ops is built to skip the support layer of repetitive execution beneath your senior role-owner — not to replace the role-owner. Your team keeps every judgment call; agents handle the routing, copying, and chasing that fills the week.
What happens if the AI makes a mistake?
Every action is reviewable in an audit trail. Sensitive steps pause for human approval before they execute, so mistakes are caught before they ship — not after. If something goes wrong, we own the fix as part of the managed-service retainer.
How are you different from Zapier, Make, or n8n?
Those are DIY builders — you build, you maintain. We are a managed service: we map the workflow, deploy the agents, monitor them, and own the upkeep. You see the outcome, not the configuration.
How can I learn more?
Two ways. Submit the short form just below and a member of our team will follow up within a business day. Or open the chat bubble in the bottom-right corner — the agent can walk through your situation and answer questions on the spot.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
Finance
Your Finance agent
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
