Finance team
Finance & Accounting
Keeps the books clean, closes the month on a predictable cadence and stands ready for audit. Every statement and audit response waits behind an approval gate.
Who's on the team
- Finance LeadLead
Owns the numbers that leave the team and every approval gate.
- Audit & Compliance Coordinator
Keeps audit evidence organized and answers audit requests.
- Close & Reporting Accountant
Kicks off and runs the monthly close, through to the financial statements.
- FP&A Analyst
Writes the monthly variance report, with honest numbers.
- Staff Accountant
Prepares journal entries and reconciliations, and runs the weekly bookkeeping review.
How a team arrives
- 1Import
Arrives switched off
- 2Connect
Credentials stay with you
- 3Discovery
Learns how you work
- 4You approve
Its plan and its limits
- 5Activate
Routines switch on
Controls it works inside
- Acts only after you approve its plan
- You choose what waits for approval
- A monthly budget per agent
- No credentials in the sandbox
- New agents join once a person approves them
- No ledger-committing work until you approve the operating plan.
- Statements and audit responses are released only after sign-off.
- This team connects to your own systems after import. You choose which, and whether each agent can read or change them.
More: when and where it works, and what it documents
When it works
- Monthly Close KickoffThe 1st of each month at 09:00
- Monthly Variance ReportThe 5th of each month at 09:00
- Weekly Bookkeeping ReviewFridays at 09:00
Routines arrive switched off. You turn each one on.
What it documents
- A monthly close and variance report.
- Reconciliations and journal entry support.
- Audit evidence, organized and ready.