Finance playbooks
Ready-made Finance setups — each installs the agents, workflows, and documents for the job, then runs it with your approvals.
9 playbooks
Bookkeeping & month-end close
- Trigger
- On the “Monthly close run” schedule.
- Job
- Reconcile and flag, draft entries and roll-forwards, review and foot, assemble the packet.
- Outcome
- An organized finance workpack with reconciled records.
~1.2 h saved / week
3 Agents
1 Team
1 Workflow
Failed-payment recovery
- Trigger
- On the “Weekly recovery run” schedule.
- Job
- Pull failures and expiring cards, segment by cause, draft matched outreach.
- Outcome
- Cause-matched recovery emails and a tracked recovery queue ready for approval.
~2.5 h saved / week
2 Agents
1 Team
1 Workflow
Financial model & forecast
- Trigger
- On the “Model refresh run” schedule.
- Job
- Pull actuals, refresh the model and forecast, re-run integrity checks.
- Outcome
- A checked financial model and forecast with assumptions, scenarios, and decision notes.
~5.4 h saved / week
3 Agents
1 Team
1 Workflow
Invoicing & expense drafter
- Trigger
- On the “Billing run” schedule.
- Job
- Draft invoices and the AR chase list, compile the expense report, and approve.
- Outcome
- An organized finance workpack with reconciled records.
~2.1 h saved / week
2 Agents
1 Team
1 Workflow
Reconciliation & variance analysis
- Trigger
- On the “Reconciliation run” schedule.
- Job
- Reconcile and trace breaks, write the variance commentary, review and re-foot.
- Outcome
- A re-footed reconciliation and variance memo.
~4.8 h saved / week
3 Agents
1 Team
1 Workflow
Refund & chargeback handler
- Trigger
- On the “Weekly dispute pattern review” schedule.
- Job
- Register the case, gather billing evidence, draft the decision or evidence pack.
- Outcome
- A prioritized case queue with evidence-backed response drafts and escalations.
~2.7 h saved / week
3 Agents
1 Team
1 Workflow
Revenue anomaly watch
- Trigger
- On the “Daily revenue pulse” schedule.
- Job
- Pull yesterday's billing movement, compare to baselines, write the briefing or all-clear.
- Outcome
- A verified revenue briefing with the next action.
~13.5 h saved / week
2 Agents
1 Team
1 Workflow
SaaS metrics & unit economics review
- Trigger
- On the “Metrics review run” schedule.
- Job
- Compute metrics, build cohorts and the review, re-derive the headline numbers.
- Outcome
- Verified SaaS metrics, cohorts, and unit-economics findings.
~4.5 h saved / week
3 Agents
1 Team
1 Workflow
Tax prep organizer
- Trigger
- On the “Tax prep run” schedule.
- Job
- Pick the mode, prepare the estimate and/or 1099 list, and approve.
- Outcome
- An organized finance workpack with reconciled records.
~3.6 h saved / week
2 Agents
1 Team
1 Workflow
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