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Close the books without the overtime hours.
A team of AI agents we build and run owns the money in and the money out, from matching the invoice to chasing collections to processing the bills to reconciling every account to filing the close, each one handing off to the next. Finance closes the books on schedule, not on a string of late nights.
The kind of team we build for finance.
This is a representative roster. We build yours from your SOPs, so the agents, their steps, and the tools they touch match how your team actually works. Each owns a full workflow, they hand off to each other, and your people own the judgment calls.
Owns cash application: matches every incoming payment to an open invoice, including the lump sums with no reference attached, and posts it to the ledger.
Whatever did not match is, by definition, still owed to you.
Owns receivables: chases every overdue invoice on a set cadence and escalates the ones that go quiet, so collections is never a month-end scramble.
Cash in and cash out have to be coded against the same book to mean anything.
Owns the coding: categorizes every transaction as it lands and codes it to the right account and project, so month-end inherits no backlog.
A properly coded bill is a bill that's ready to be approved and paid.
Owns payables: runs every vendor bill through approval, chases the signature holding it up, and pays and posts it on time.
Every payment made is another line that now has to tie out.
Owns reconciliation: ties bank, card, and platform balances back to the ledger, flags the line that doesn't agree, and chases it to resolution.
You cannot close a month that does not reconcile.
Owns the close: rolls billable time and ledger data into the close, builds the management report, and ships it on the close calendar.
The close tells you exactly which receivables are still open. The loop closes.
The tool sprawl finance teams live in.
A tool for every problem, a person to glue them together.
QuickBooks or Xero for the books, Stripe and Wise for payments, Harvest for billable time, and a Google Sheet holding the reconciliation nobody fully trusts.
“We have lots of vendors, we're processing about 200-300 invoices a month and it's becoming a bottleneck because we can't hire more people.”
6 tools, no shared record, the owner is the integration layer.
One shared record, inside the tools you already use.
The agent team absorbs the assembly work. Your people own the judgment calls. A named operator owns the operating metric we baselined together.
- Match invoices to payments without a manual calculator pass, even on lump-sum transfers
- Reconcile every account against the ledger and flag what doesn't tie out
- Chase overdue invoices on a set cadence, with no manual reminder
- Categorize expenses and code transactions as they land, not in a month-end backlog
- Assemble the month-end close and reports from the real numbers, on schedule
Where finance actually lose margin.
Finance was hired to keep the books straight, then handed a second job: acting as the manual bridge between QuickBooks or Xero, Stripe, Wise, and the spreadsheet that holds the parts none of them share. Because payments land as lump sums with zero reference information, someone loses a weekend sitting with a calculator working out which invoices a transfer actually covers. Expenses get entered twice, once where they were spent and once by hand where the books live, and the month-end report gets rebuilt from raw exports because last month's version doesn't refresh itself. Invoice volume keeps climbing faster than headcount, so the backlog gets carried by whoever stays latest, and the close slips a little further every cycle.
An always-on agent owns this. A human approves at the judgment point. The output lands in the same shared record everyone reads from.
What we hear, verbatim.
“This weekend literally took 4 hours because three different clients paid multiple invoices in single lump sum transfers with zero reference information. So I'm sitting there with calculator trying to figure out which combinations of invoice amounts add up to each payment amount it's ridiculous.”
A named operator, then a team of agents that runs it.
Your agent team goes inside the tools you already use. No migration, no new platform.
Month to month after a 90-day proof. Metric guarantee included.
Different function, same villain.
A team of AI agents we build and run owns the full cycle, from the prospect list to the outbound to the booked call to the clean forecast, each one handing off to the next. Your reps sell and RevOps stops reconciling.
A team of AI agents we build and run owns the full workflow, from the report to the brief to the ranked page to the lifecycle send, each one handing off to the next. Your marketers spend the week on strategy and creative, not exports.
A team of AI agents we build and run owns the full workflow, from kicking off the process to routing the approval to keeping the record clean to reporting on the week, each one handing off to the next. Operations designs the process instead of chasing it.
Run leaner and higher-margin, without hiring to do it.
Start with the discovery call. We will show you where your margin is leaking, then exactly how to fix it.
We onboard a limited number of teams each month, set by the number of named operators available to run them.