Give repetitive work a defined role, and give your team a clear place to review it. Explore the specialists already taking shape and our vision for an AI team that works with your context, your boundaries, and your expertise.
21 specialist roles. Five connected desks. One vision for finance: the right work, prepared by the right role, with people in control.
A specialist prepares the entry. The source stays close. You review the account, the amount, and the reason before the work moves forward.
Built foundation: AP accrual proposals. The unified AP Clerk role is in development.
Code the subscription to software expense and recognize the amount owed to the vendor.
No payment is released. This example changes no real records.
Defined scopeA job and a limit for every role.
Separate responsibilityThe preparer and reviewer stay distinct.
A traceable decisionThe source and rationale travel with the work.
The full department is product vision. Collections, revenue recognition, and month-end agents are built; other roles have partial foundations or are planned. Broader coordination and approval controls continue to develop.
The ambition goes beyond a preset team. Give it your context, your playbooks, and your boundaries. Build a practice that gets easier to repeat.
“Review the month’s activity. Flag missing evidence. Prepare a checklist for our accountant before anything is signed off.”
A review packet, with the open questions attached.
Your accounts, dimensions, documents, and company policies give the work its bearings.
The envisioned workflow carries evidence to a reviewer. Exceptions belong in a shared inbox, with a clear next decision.
Versioned skills capture a repeatable approach. Sharing them across a firm’s clients is part of the roadmap.
A client workspace for the practice you’re building. Move between companies with their own books and memberships. The longer view: shared playbooks, an engagement desk, and partner billing.
Company switching is built. Cross-client skills and the engagement agent are planned; partner billing requires provider setup.
Bring your records with you. Keep your tools in the conversation. A broader platform should give you more ways to work with your own data.
Live bank, payment, payroll, and commerce services depend on provider setup and availability. Native QuickBooks and Xero migration is planned. These examples do not connect accounts or move money.
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