Finance and accounting
Entered, reconciled and summarized for your review. Approving and paying stay with your people.
Document collection, intake and reconciliation handled by AI co-workers, so your advisors can advise — in Sage, Yardi Breeze and the inbox your team already uses.
Book my Call- Card reconciliationLive
- Document collection and intakeLive
- AP invoice entryLive
- Payroll varianceLive
How the work gets done today
Onboarding a client means chasing documents. A list goes out, part of it comes back, and someone tracks what is still missing across email threads and folders.
Card spend is reconciled at month end, when receipts are hardest to find and coding is least fresh. AP invoices are keyed in one at a time. Payroll variances are caught by whoever happens to look closely.
None of it requires a decision at every step. All of it takes hours from people whose judgment is the reason clients pay you.
- Document chasing tracked across inboxes and folders
- Card reconciliation left until month end
- AP invoices keyed one at a time
- Payroll variances caught by whoever looks closely
- Intake rebuilt for every new client
What changes with an AI co-worker
Entry, reconciliation and summarizing move to the co-worker. Approving, paying and advising stay with your people — always.
Documents collected
Intake requests go out, arrivals are tracked, and what is missing stays visible.
Reconciled through the month
Card spend is swept continuously instead of piling up for month end.
Entered, not re-keyed
AP invoices are entered into the system of record and logged for review.
Variances surfaced
Payroll variances are flagged for a person rather than found by chance.
Meet the co-workers on this desk
Finance is our newest desk. One co-worker is live today; Bevo and Holly are in build. We would rather tell you that than overstate it.
Reconciles card spend against receipts and coding, through the month rather than at the end of it.
Built for document collection, intake and the AP entry that follows it.
Built for payroll variance and the recurring summaries your advisors review.
What is actually running
Weekly activity from live co-workers.Works in the systems you already run on
Your processes, your client records, your documents — never used to train AI models.
Automation should know when to stop
What repetitive work is taking hours from your advisors?
Give us 25 min and let’s find one process worth improving.