Finance team

AI teammates
for finance.

Check supplier bills, chase late invoices, keep the books matching the bank and get the board report ready. Payments are lined up for your approval.

Henry

The bank doesn't match the books for August. We're $4,280 out, and it looks like Brightline Logistics billed us twice for the same delivery.

Sort it out so we can close the month. Check with me before any money goes out.
Grace

On it. Here's the plan:

↪ Marco ← GraceHold the second Brightline bill and line up this week's payments
↪ Aisha ← GraceSend friendly reminders to the customers who are late paying
↪ Henry ← GraceMatch every bank line to the books so August adds up
↪ Daniel ← GraceCheck September pay is ready and nothing has changed
Try it out. This is a scripted example, not a live AI conversation.

Meet the team.

Each teammate has one job. Describe the jobs you need in a sentence and Syl sets them up.

Accounts Team

  • Grace

    Chief of Staff

    Runs the month-end: briefs you each morning, splits the work and brings back what needs your approval.

  • Marco

    Pays the bills

    Checks every supplier bill against its order and lines up payments for your approval.

  • Aisha

    Chases invoices

    Sends invoices and friendly reminders, and tells you who pays late.

  • Henry

    Bookkeeper

    Sorts every bank transaction and keeps the books matching the bank.

  • Daniel

    Payroll

    Gets everyone paid on time and flags any change before pay day.

  • Mei

    Checks expenses

    Checks receipts and expense claims against your policy before anyone is paid.

Planning / Reports

  • Ingrid

    Chief of Staff

    Gets you ready for the board: sets the week's plan and brings the numbers back for your read.

  • Kai

    Cash forecast

    Looks 13 weeks ahead at what comes in and goes out, so cash never surprises you.

  • Sofia

    Monthly reports

    Turns the month's numbers into a one-page report anyone can read.