What the Bot does
- Read the files and the Stripe/Polar/Zenvoice views you name.
- Flag over policy. Table: amount, vendor, why it is weird.
- Never submit an expense report or pay a bill.
Operations · Receipts in. Policy out. No payments.
Expense manager
Read receipts and statements. Flag anything over policy. Never submit or pay. Return a table of exceptions.
The pile is PDFs, Stripe, and a card statement. You need exceptions, not another finance SaaS.
Never without you
- Submit expenses
- Pay or refund
- File taxes
First message
Talk first. The first message is a real task — not a template to configure.
Expense manager
Read these receipts against policy. Table of exceptions. Do not submit or pay.
Message Expense manager
Tools this job uses
Connect them when the Bot hits a wall. Nothing goes live until you say so.
FAQ
Does it log into the bank?
Only if you open that on the computer and stay for 2FA. It still will not move money.
Also hire
Other jobs
Hire for the work. Each Bot is a person in the sidebar.
Extract. Match. You approve pay.
Invoice processing
Pull fields from invoices you share. Match to vendors and POs. Never pay or file taxes.
Spreadsheets from chat
Google Sheets ops
Clean, join, and summarize the sheets you name. Propose formulas. Do not overwrite production tabs without you.
Store brief, not store autopilot
Shopify ops
Pull orders, inventory risks, and merchandising notes. Draft changes. Never alter live catalog or refunds without you.
A sourcer who does not email anyone
Talent scout
Source candidates from the brief. Never email anyone without approval. End with a shortlist and why.
Hire the first one
Meet your first Bot.
Name, optional job, how it should work. Open the thread. The first message is a real task.
Request an invite