A team of agents for budget tracking, invoice review, approval chasing, and close checklists. They reconcile against your budgets every morning and bring you the lines that need a human. Anything that moves money is what stops to ask.
Five days, no spreadsheet in the middle. Click a day or let it play.
Mon · collection212 lines in
Cards164 charges· synced overnightInvoices9 new · read from email attachmentsExpenses39 reports · receipts matched
Reading only · your books stay where they are
Tue · reconciliation206 matched
Flagged · 6 lines need a human$4,180 to a new vendor with no PO. Two charges over their owner's monthly limit. Three duplicates from a re-submitted expense report.
Matches cite the budget line · flags cite the rule
Wed · approval chase4 nudged
Finance$12k infra invoice · Q3 true-upwaiting on c.oseiWed
Finance$3.2k contractor SOW renewalwaiting on d.okaforWed
Each nudge carries the invoice, the budget line, and one-click approve
Thu · invoice review9 read, 2 questioned
Match7 invoices match a contract or PO to the dollarQuestionRate up 12% vs. last quarter on one renewalMissingPO on the new-vendor invoice — held, not paid
Agents read and flag · money never moves on its own
Fri · closeChecklist complete
Controller digest · October closeEvery line matched or flagged, every approval chased to an answer, the held invoice still held with its reason. The month closes on the checklist, not on a hope.
FinanceMatched 206 lines to budget ownersrule: auto-match citedTue
FinanceNudged 4 pending approvals to answersrule: 48h chaseWed
FinanceHeld new-vendor invoice · no POwaiting on youThu
FinanceSent close digest to controllerrule: close FridayFri
One row per action, each with the rule or person that allowed it
02Guardrails
Guardrails that match how finance teams already work.
Set them once. Most of the week needs nothing from you.
Financeguardrails · example setup3 of 5 run automatically
Budget tracking and matching→Automatic
Approval reminders with context→Automatic
Digests and close checklists→Automatic
Payments of any size→Ask you
Spend over the approval threshold→Ask you
Change any rule in Settings. Rule edits are logged with the editor's name.
03Connections
Reads everything, touches nothing.
Agents work from exports and email. Your books stay where they are.
Email
Live
GmailOutlook
Invoices arrive as Gmail or Outlook attachments; agents read, match, and file them. Approval threads stay in the inbox you already use.
Spreadsheets
Live
CSV import
Budgets and card feeds come in as CSV. No migration, no new chart of accounts to learn.
Accounting
In development
QuickBooksXeroNetSuite
Live sync with your ledger is in development. Until then the team works from exports, read-only to start.
04Pricing
Finance is one team. From $750 a month, plus metered usage.
The license covers the agents, the guardrails, the budgets they reconcile against, and the log. Usage is metered monthly on the same invoice, and you set the team's budget cap with an alert at 80 percent.
UsageMetered monthly. Budget cap and alerts for the team.
IncludesTracking, review, chasing, and close agents, plus the full audit trail.
Full pricing and calculator on the pricing page
05FAQ
The questions finance leaders ask.
+Will it pay invoices for us?
No. Payments of any size always stop for your approval, with the invoice, the budget line, and the contract match attached. Agents prepare everything up to the moment money moves — then it is your call.
+Does it replace our accounting software?
No. Your ledger stays the system of record. The team works from exports and email today, read-only to start, with live sync to QuickBooks, Xero, and NetSuite in development.
+How do approvals work?
You set thresholds once: auto-approve under a limit, chase with context above it, and always ask over the top line. Every nudge carries the invoice and one-click approve, and every decision lands in the log.
+What does month-end look like?
A checklist that builds itself: reconciled lines checked off, open items chased, and a digest for the controller. Close week gets shorter because the matching happened every morning, not all at once.
+What does it cost to run?
A license from $750 a month for the Finance team, plus usage metered monthly on the same invoice. You set a budget cap for the team, get an alert at 80 percent, and agents stop at the cap. Estimate your total on the pricing page.
