The finance department that runs itself.
A multi-location craft brewery was drowning its leadership in bookkeeping: 1,200+ accounting emails a month, manual invoice matching across POS, ERP and banking, and a monthly close that consumed days. We unified 12+ systems into one knowledge layer, then deployed a team of finance agents that triage the inbox, issue and collect invoices, reconcile payments, post journal entries and draft board-ready reporting. Every action is logged; sensitive actions post to Slack for one-click approval under the client's governance policy.
Fully autonomous by design. Governed by choice.
1,200+ emails/mo, manual matching, days-long close
Finance agent team on a unified 12-system knowledge layer
60–75% lower accounting costs, 98% auto-match, zero manual JEs
Every action is logged. Sensitive actions post to Slack for one-click approval — the client's governance policy decides which actions require sign-off.
What the system actually does.
Email & Inbox
Reads, sorts and drafts replies for every email in the accounting inbox — end to end, with a full audit trail and governance checkpoints wherever you want them.
1,200+ emails / moInvoice Management
Prepares every invoice each morning and submits wholesale invoices to distributors daily; sends post to Slack for one-click approval — your governance policy decides which actions require sign-off.
1-click approvalPayments & Reconciliation
Matches payments to open invoices automatically, records deposits, auto-categorizes transactions, processes cash deposits from Slack messages.
98% auto-matchBookkeeping & Entries
Automated monthly entries for sales, memberships, gift cards, marketing fees and inventory true-ups — verified every cycle.
Zero manual JEsReporting & Dashboards
Live dashboards for cash, revenue by location, labor %, and COGS. Weekly AR aging, monthly close checklists, full financial packages.
Real-timeFinancial Intelligence
Budget vs. actual with commentary, weekly Business Pulse digests, variance analysis, board deck drafts and scenario modeling.
Weekly pulsePut a system like this to work.
Tell us the workflow you'd never trust to a chatbot — we'll show you the agent that runs it.