Close the Month Without Chasing Six People for Receipts
The gaps found on the second of the month rather than the ninth, and chased with whoever owns them.
It runs in the systems you already have
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Stripe -
Google Drive -
Slack -
QuickBooks -
Google Sheets
Month-End Close Chase, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
What is still missing for close?
Six items outstanding, each with an owner and how long it has been asked for:
- 3 receipts — Ravi, Ravi, Simone. Asked twice, last on the 3rd
- 1 invoice unapproved — sitting with Tomas since the 28th
- 2 accounts unreconciled — bank and the card feed
Everything else is in. Accrue or hold is your call on each of the six.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Invoice and Receivables Chasing
It knows who is fifteen days late and who is the client you do not push.
Go to use caseDeal Intake and Document Parsing
The pipeline stops being a thing you maintain and becomes a thing you read.
Go to use caseVendor Coordination
Twelve moving parts watched continuously, with only the exceptions reaching you.
Go to use case
Questions