Engine 03 / Finance

Finance Engine

Turns scattered exports, invoices, and bank lines into a draft report with sources linked and anomalies flagged — before a human signs it.

When this engine is worth diagnosing

Every close is spreadsheet archaeology — three people, four days, same questions every month.
You found out about the bad number after someone already acted on it.
Board packets and investor updates eat the same week, every quarter.

Step 01

Pull from QuickBooks or Xero, the bank feed, the AR aging, payroll, the CRM — whatever your monthly close actually depends on.

Step 02

Match records, flag the gaps, and separate timing differences from real problems before anyone asks about them.

Step 03

Draft the monthly report, the variance commentary, the board slide — every number clickable back to its source.

Step 04

Route to the controller or founder for sign-off. Nothing goes to a board, investor, or operator without a human approval.

For every recurring report: where the data comes from, who owns it, when it refreshes, and what to do when it's late.

Monthly close packet, variance commentary, board slides — drafted with sources linked, open questions called out, ready for review.

Every flag the system raised — what it was, who looked at it, what they did, and whether it should become a rule.

Diagnostic request

We map your close, prove where AI can draft and where a human must sign, and price the deployment. Ten thousand, fixed, credited if you continue.

Workflow map / eval harness / go-no-go