Reconciliations, bill checks and collection drafts, prepared your controller’s way. We turn your finance procedures and everyday know-how into AI workflows your team can use in its own ChatGPT, Claude, Copilot or Gemini.
Built for the AI you already use.
Claude
Copilot
GeminiIllustrative workflows. Built around each client’s own procedures and standards.
What your team brings to each run
The payment processor’s payout report, the bank-feed export and your chart of accounts.
The rules already built in
Match deposits by date and amount. Separate sales, fees, refunds and chargebacks. Tie each draft entry to its payout and put differences on a query list.
Your controller resolves the queries. Your finance team posts entries, approves payments and sends the prepared correspondence.
Bring together open bills and the inbox. Match each bill to its purchase order and approval, with exceptions and their reasons beside it.
Use the overdue-invoice export to draft reminders at each step of your collection schedule, with the customer’s position and previous steps attached.
Prepare bank, processor and card reconciliations, a client query list and the supporting records your reviewer needs, using your close checklist.
Use custodian values and the client’s agreed fee schedule to prepare invoices, compare fee debits and list differences for the operations lead.
Your chart of accounts and SOPs matter. So do the exceptions your controller recognizes and the questions they ask before signing off. We capture that knowledge from existing documents or a walkthrough of the work.
Calculations come from code or your own system’s reports. The workflow drafts the entries, explanations and queries, with their source records. We test it against the standard your controller sets, including unmatched and incomplete cases.
The accounting system, bank feed, processor and inbox each hold part of the job. Your workflow works across their files and exports in your own workspace, following your reconciliation and review rules.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
The know-how needs capturing
$3,500
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
Bring a reconciliation, bill run or close checklist. We’ll find the first workflow that puts your controller’s know-how into the whole team’s hands.