Use cases
Monthly close
Close checklist and variance notes from QuickBooks.
Board prep
Populate the board deck from your financial data and product updates.
Spend anomaly alert
Flag categories that go over or under plan by 10% each week.
Receivables and payables
Overdue invoices and bills from Xero, chased.
Invoice approvals
Invoices matched to POs and routed for approval.
Cash and payroll check
Cash vs payroll and bills, every Thursday.