FOR FINANCE TEAMS — CONTROLLERS, ACCOUNTANTS, AP & AR

Your Tuesday, rewritten.

No new interface to learn — the work happens in chat and Excel, where it already lives. Agents prepare; you decide. The boring 80% disappears; the judgment work, the part that's actually your profession, stays yours.

ONE ORDINARY TUESDAY

The work comes to you prepared.

09:00
Coffee, then the queue — not the inbox
Overnight, the agents processed yesterday’s bills and bank lines. 14 are matched, dry-run passed, and waiting in your lane with evidence attached. Two are held as exceptions — with reasons, not mysteries.
09:20
Twenty minutes of approvals, in chat
You review in Claude: each item shows the proposal next to the source document. Approve, approve, hold. No tab-switching between the ERP, the PDF, and the spreadsheet.
11:00
One exception, and it’s actually interesting
A new vendor with no PO — the kind of thing that used to surface at month-end. It landed with you this morning, trace attached. You call procurement; done by lunch.
14:00
You change a rule, without a ticket
That vendor class keeps tripping the same check. You patch the workflow rule yourself — versioned, audited, live in minutes. No engineering backlog.
16:30
Close prep is already done
The accrual candidates for the month are proposed and waiting. What used to be a weekend sprint is a standing review. You leave on time.
THE REVIEW QUEUE

Evidence next to the source.

You never approve a black box. Every item in your lane shows the agent's proposal side by side with the document it came from, plus the checks it ran and what it was unsure about. Approving takes seconds when the evidence is right there — and pushing back teaches the workflow.

YOUR LANE · 2 WAITINGINV-0913
SOURCE DOCUMENT
nordic_cloud_march.pdf
Nordic Cloud OÜ
Invoice NC-2291
Total €8,340.00
VAT 22%
Due 14 days
AGENT'S PROPOSAL
vendor✓ matched
lines→ 6420 Cloud services
VAT✓ 22% verified
PO⚠ none found
dry-run✓ 14 checks
ApproveHold
HELD BECAUSE: new vendor + no PO — your rule R-14, set by your team, no code
THE HONEST DIVISION OF LABOR

You become the approver and the policy-setter.

WHAT THE AGENTS TAKE
Keying invoices and receipts
Chasing bank lines that don’t match
Building the month-end accrual list
Copying data between systems
Maintaining the audit log in Excel
WHAT STAYS YOURS
Approving what posts — you are the lane
Setting the rules the agents follow
Owning exceptions and judgment calls
The analysis your CFO actually needs
Your professional judgment — now with time for it

Exceptions get owners, not queues: when an agent can't resolve something, it lands with a named person, with the full trace attached — never a shared inbox where things age.

See your own Tuesday run.

Bring one messy workflow to a working session — watch it prepared, routed, and held for your approval — real output the same day.

Book a working session