Solutions / 05 · Finance
AI for finance teams
The close comes in on time and every number in the pack can defend itself.
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Mahoney
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Mahoney
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
Teams we build for
- Hoyes Michalos
- Nurse Next Door
- Fedi
- UBC Sauder
- Merchant House Capital
- Picton Mahoney
- Campbell Froh May & Rice LLP
- Barnakl
- Hungerford
- Breez
The finance day, drawn twice
The dashed lane is the day by hand. Below it runs the same day on the system, and the dashed node in the middle is a person approving every consequential step before it ships.
The dashed lane across the top is the Finance day by hand: Export ledgers from QuickBooks, Reconcile lines in Excel, Chase overdue invoices by email and Rebuild the board pack. Below it, Accounting, Banking and Payroll feed the agents, every consequential action waits at your approval, and the approved work lands in Approvals, Dashboard and Interact.
The day by hand
- 01Export ledgers from QuickBookshuman
- 02Reconcile lines in Excelhuman
- 03Chase overdue invoices by emailhuman
- 04Rebuild the board packhuman
The day on the system
- 01Accounting
- 02Banking
- 03Payroll
- 04Agents
- 05Your approvalhuman
- 06Approvals
- 07Dashboard
- 08Interact
What the controller is actually dealing with
- 01
The close runs on one person's memory
The checklist lives in a spreadsheet, or in the controller's head. When that person is away, the close waits. Every month starts with the same exports and the same reconciliations, rebuilt by hand.
- 02
Reporting is copy and paste
Board night means exporting from the accounting system, rebuilding tabs in Excel, and pasting into slides. One changed account mapping and the whole pack is wrong somewhere you have not noticed yet.
- 03
Receivables get chased when someone remembers
The aging report gets pulled when cash feels tight. Follow-up emails sit half-written in drafts. Customers pay the vendors who chase, and right now that is not you.
- 04
Every number question routes through you
The founder asks what was spent on contractors. You dig through the ledger, answer, and get the same question next month. You are the search bar for the company's finances.
- 05
The forecast is one fragile workbook
One person understands the links between the tabs. Nobody else dares touch it, so it gets updated late and trusted less each quarter.
What we build for finance teams
Close checklist runner
Your month-end checklist, run by an agent instead of from memory. It pulls the ledgers, works each step, and reconciles what it can. Anything that does not tie out lands in front of you as an exception with the source lines attached.
Board pack builder
Actuals from accounting, revenue from the CRM, headcount from payroll, merged into your pack template. It drafts the variance commentary from what actually changed. You edit and approve before anyone else sees it.
Receivables chaser
Watches the aging report and drafts the follow-up for each overdue invoice in your firm's tone. Every email stops in the approvals queue first. You approve, it sends, and it keeps the thread warm until the invoice is paid or you pull it back.
Spend watchdog
Reads every new transaction against your policies. New vendor, duplicate charge, category that does not fit, subscription that quietly grew. It flags, you decide. Nothing is blocked or reversed without you.
Close document chaser
The close stalls on receipts and statements other people owe you. This agent asks the budget owner, waits, asks again, and hands you a clean folder when everything has arrived. You stop being the person who nags.
Finance answers desk
The founder asks chat what was spent on contractors last quarter. The agent queries the books, policies and past closes, and answers with the figure and the ledger lines behind it. Questions stop routing through you.
Built from these systems
Every workflow above is one of these systems, configured for finance teams. Each has its own page, with the pipeline drawn and the line we do not cross written down.
The surface your team runs it from
Drawn in code from the panel you actually get, not a doctored screenshot. Where a real number would sit, the panel shows a label, because numbers on this site have to trace to a source.
Human in the loop by design
- ProposedThe AI
- ApprovedYou
- RunThe AI
- DeliveredThe AI
The numbers we put in writing
| Term | In writing |
|---|---|
| The promise | 5x ROI in 30 days |
| The baseline | Signed before we build |
| The clock | Starts at deployment |
| If we miss | We keep working free |
We guarantee 5x ROI inside 30 days of deployment, in writing, measured against a baseline you sign before we build. If the system misses the bar, we keep working for free until it clears.
Wired into your stack
Reads from
- QuickBooks Online
- Xero
- Stripe
- Ramp
- ADP
- HubSpot
Acts in
- Gmail
- Outlook
- Slack
- Bill.com
Reports to
- Excel
- Google Sheets
- Slack
The numbers in finance teams
59% of finance functions now use AI somewhere, per Gartner's 2025 survey of 183 finance leaders.
Gartner · 2025 · 183 CFOs and senior finance leaders, surveyed May to June 2025
19.2% of Canadian businesses used AI to produce goods or deliver services in the year to Q2 2026, triple the share of two years earlier, per Statistics Canada.
Statistics Canada · 2026 · 9,251 business responses from a 21,105 sample, fielded April to May 2026 (Canadian Survey on Business Conditions)
Only 23% of FP&A practitioners use AI daily, weekly or monthly, per AFP's 2025 benchmarking survey of 362 practitioners.
Association for Financial Professionals · 2025 · 362 FP&A practitioner responses
46% of FP&A time still goes to collecting and validating data rather than analysis, per the 2025 FP&A Trends Survey.
FP&A Trends Group · 2025
Run your numbers.
Your operations
Savings use the low end of our hours-reclaimed range. The math is conservative on purpose.
The math
Calculated at the low end of every range.
Every first build is covered in writing: 5x ROI in 30 days. Or we work for free.
Where this lands hardest
The same build, read by sector. Each of these pages argues from the industry's systems instead of the role's day.
Accounting firms→
The same ledgers and the same close, seen from the firm side instead of the client side.
Financial services→
The compliance-heavy version of this page, for firms where finance is the product.
Private equity→
Portfolio reporting is the board pack problem multiplied across companies.
Construction→
Job costing and progress billing run through the same close, with worse paperwork.
We have built this once
Every number on these is labelled with how it was measured and the date it was read.
Questions, straight answers
Where the system stops
What we will not automate
Nothing posts to the ledger and no dollar leaves the building without a named person approving it first.
Your books stay in your accounts, agents connect read-only, every write waits for a named approver, and nothing you hold trains a model.
Three ways to start
First build
One system, fixed scope, built on your own instance and covered by the guarantee.
Start free. Know your number in five days.
A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.