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Finance AI workers that keep the numbers clean

AI workers code spend, chase invoices and draft the month-end report, so the numbers stay clean.

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Works with the tools you keep records in

Coupler.io Airtable Google Drive Microsoft 365 Gmail Notion Web research

Close the month without the scramble

AI workers take seats on your finance team and handle the coding, the chasing and the first draft of every report, so you review instead of redo.

Clean books

Code every expense to the right account and department, with the receipt attached.

Cash in on time

Chase overdue invoices with polite reminders you approve before they send.

Clear reports

Get the month-end report and the budget check drafted for you on the 1st.

Every expense coded, every receipt matched

An AI worker reads your statements and receipts, codes each line to an account and department, and flags anything it cannot match.

See the Needs you queue

Get paid without the awkward chase

The invoices AI worker watches due dates, drafts a friendly reminder for each late invoice.

See AI workers and routines

Bills paid on time, never twice

Bills that arrive by email are checked against the contract and what you have already paid. Payments wait in Needs you.

See what AI workers read

The month-end report, drafted on the 1st

On the first of each month you get spend by department, cash in and out, and budget against plan, with a note on what changed.

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Month-end closeOn the 1st Budget checkFridays 4:00 PM Missing receiptsEvery Wednesday
Month end on the finance team

The month-end close, drafted for you

On the 1st the finance AI worker imports your statements, codes and matches every line, and brings you the report with anything it could not explain.

  1. The 1st, 7:00 AMStatements come in from your drive and email.
  2. Code and matchEach line gets an account, a department and its receipt.
  3. ReconcileDifferences are flagged with the amount, never hidden.
  4. Your callYou review the report, and it posts to your board.
Plan your first routines
Every Friday on the finance team

Budget against plan, before it drifts

Each Friday the planning AI worker compares spend with your plan and tells you what is running over while there is still time to act.

  1. Friday, 4:00 PMSpend so far is read by department.
  2. CompareEach line is set against the month’s plan.
  3. FlagAnything past 90% of plan is raised, with the reason.
  4. You decideHold, move budget or let it run.
Plan your first routines
Receipts on the finance team

Missing receipts, collected for you

The spend AI worker finds card payments without a receipt, drafts a short note to whoever spent it and matches the receipt as soon as it arrives.

  1. Every WednesdayCard lines without a receipt are listed.
  2. A short noteDrafted to the person who spent, ready to send.
  3. MatchReceipts that arrive by email are attached to their line.
  4. CloseThe line is marked complete for month end.
Plan your first routines