💰 Finance🟢 Live

Your finance team that closes the books itself.

Invoices get chased, cash gets forecast, and the month-end close packet writes itself — so you always know your cash position and the books close on time, every time.

Start with Finance Meet the team

$4,200+

collected after reminders (avg/month)

30d

cash forecast, always live

close packet for your bookkeeper

This alone is worth it

The pain it kills.

Bills, invoices, chasing payments and Cash flow — these are the things that slow you down. The Finance department takes them off your plate.

✅

Chases overdue invoices with polite, persistent reminders — you approve each one first

🔁

Forecasts cash 30 days out with three scenarios so you're never surprised

📊

Builds the month-end close packet — reconciliation, P&L, export — ready for your bookkeeper

Start with Finance →See all departments

Your team

Meet your Finance team.

Chase overdue invoices, forecast cash, and prep your books for close. Every department runs under a lead — the C-level of that department — who plans the day, sets priorities, and keeps the team accountable to you.

👔 The lead · Finance's C-level

Finance lead — Chaser, Forecaster, Closer

Get paid without chasing: polite persistent reminders, a 30-day cash view, and a clean close packet.

🤝

Works for you,
accountable to you.

⭐ Lead

C-level

Chief Financial Officer

Builds the 30-day cash view and the month-end close packet — the numbers, the forecast, and the story.

Delivers — real results

You always know your cash position and your books close themselves.

Skills: cash forecast · close prep

Team

Controller

Runs the weekly money-state sweep: what's open, what's overdue, what needs a decision — before it's a problem.

Delivers — real results

A clean, current receivables picture every week.

Skills: finance sweep

Team

Bookkeeper

Chases overdue invoices daily with polite, persistent reminders written in your voice.

Delivers — real results

Invoices get paid without you chasing by hand.

Skills: invoice chase

Team

AP Clerk

Takes an invoice you paste or forward, turns it into a real record, and schedules it for the chase.

Delivers — real results

Every invoice captured the moment you see it — nothing sits in email.

Skills: invoice intake

🤖

The Chaser

Invoice chasing

Sends polite, persistent reminders on overdue invoices — you approve each one before it goes.

🤖

The Forecaster

Cash forecast

Projects your cash position 30 days out — P20 (cautious), P50 (likely), P80 (optimistic) — so you can plan.

🤖

The Closer

Month-end close

Builds the reconciliation and P&L packet for you and your bookkeeper — close in a fraction of the usual time.

How you pay

Your Finance department, sized to fit.

Each department is priced on its own — pick the team size that matches how much you want done. Add more employees in a department and it's $49/employee/month beyond the included headcount. Your Chief of Staff is bundled in every tier.

Essentials

$99/mo per department

up to 1 employee in this department included

One lead agent runs the department — the C-level that plans the day and handles the core work.

✓The C-level lead — one persona runs the whole department (e.g. your CFO or CMO)
✓Approvals + memory + audit trail
✓Daily brief — your Chief of Staff bundled

Team

$249/mo per department

up to 3 employees in this department included

A coordinated team — the lead plus specialists working follow-ups, prep, and upkeep in parallel.

✓The lead + their managers (e.g. CFO + Controller + Bookkeeper)
✓Parallel workstreams inside the department
✓Handoffs to the other departments you run

Scale

$499/mo per department

up to 10 employees in this department included

A full agentic team — sub-teams per function, deeper autonomy grants, custom workflows.

✓The full department team — every role in the ladder, in parallel
✓Deeper autonomy — grant per task when it's earned it
✓Custom workflows + priority support

🗝️ Your Chief of Staff is included.

Every department (and every tier) comes with the Executive layer bundled — the daily brief, the decision list, the meeting prep. No extra line item. You approve. It acts.

Better together

Finance inside the ecosystem.

Finance is a complete product on its own. Add other departments and it immediately starts sharing what it knows — through one approval inbox, one memory, and one audit trail.

Customer Service→Finance

Customer service issues can surface late invoices or flag refunds — Finance handles them with your approval.

Finance→All departments

Cash visibility feeds every department's decisions — Ops, HR, Sales all benefit from knowing the real cash position.

⚙️ Runs on the shared spine

One approval inbox, one memory, one audit trail — same as every other department. Every department you add compounds the value of the ones you already have.

See the full ecosystem →

How it works