Use cases
Each workflow is defined by inputs, outputs, and guardrails.
How we're different
- Execution over tracking: we do close work, not just manage tasks.
- Inbox and docs automation with long-running follow-ups.
- Audit-first with immutable action logs and evidence links.
Receipt + approval chasing
Inputs: Expense reports, vendor invoices, owner list.
Workflow: Draft reminders, escalate, attach receipts.
Outputs: Evidence linked to every expense line.
Guardrails: External messages require approval.
Bank / cash reconciliation prep
Inputs: Bank CSV, GL export.
Workflow: Deterministic matching + exception routing.
Outputs: Matched items and exceptions queue.
Guardrails: No ledger posting, human review required.
Processor fee reconciliation
Inputs: Processor statements, settlement reports.
Workflow: Match payouts and fees, flag deltas.
Outputs: Exception list + support evidence.
Guardrails: Deterministic checks only.
Revenue close support
Inputs: Billing exports and contract notes.
Workflow: Variance notes + exception tracking.
Outputs: Approved narrative drafts.
Guardrails: Approval gates for final memos.
Expense review + coding prep
Inputs: Receipt uploads and manager approvals.
Workflow: Evidence chase and indexing.
Outputs: Clean evidence packages by vendor.
Guardrails: Safe mode on uncertainty.
Audit support package
Inputs: Tasks, evidence, approvals, audit log.
Workflow: Package and export binder.
Outputs: Zip with index + evidence links.
Guardrails: Export requires approval.