20 FINANCE AGENTS

Money moving, books closed, no surprises

Twenty agents keep cash flowing and the books current — invoicing, collections, bill pay, reconciliation, forecasting, and reporting. The close takes days not weeks, and no payment leaves the building without a human release.

AR & CollectionsAP & Bill PayCloseCash ForecastingSpend ControlReporting

Priced by annual revenue — from $600/month.

Modules

Everything the function needs, in one system

AR & Collections

Cash in faster, relationships intact.

  • Invoice Issuer bills on time, every time; Collections Chaser follows up politely and persistently
  • Dunning tone, timing, and channel tuned by Auto Research against days-to-pay
  • Debtor-health research tailors the approach before the first nudge goes out

AP & Bill Pay

Every payable coded, staged, and released by a human.

  • Bill Processor codes and stages every payable; Payment Scheduler releases only on your approval
  • New vendors researched automatically: legitimacy, duplicates, and price benchmarks against market
  • Fraud patterns flagged with evidence, not false-alarm noise

Close & Reconciliation

A close that starts reconciled.

  • Reconciler matches transactions continuously — month-end starts near done
  • Close Runner drives the checklist with every item traceable to source events
  • Cross-platform events post as they happen: the books follow the business in real time

Cash & Forecasting

See the crunch weeks before it lands.

  • Cash Flow Forecaster reads pipeline, payables, and payroll — not just the bank balance
  • Forecast models compete in continuous backtest; the accurate one wins
  • Budget Sentinel researches variances to their drivers before the review meeting

Spend Control

Every dollar challenged, automatically.

  • Expense Auditor reviews every report; Spend Watchdog catches zombie subscriptions and price creep
  • Renewals researched against market alternatives — negotiation brief included
  • Controls stay deterministic: approval chains are never experiment subjects

Reporting & Board Pack

The monthly pack, assembled by the system that did the work.

  • Board Reporter compiles the pack with every number traceable to source in one click
  • Variance narratives written from researched drivers, not spreadsheet archaeology
  • One data spine means one version of the truth — no reconciliation meetings
Auto Research

The platform runs the experiments, so you get the learnings

The back office gets the same continuous experiment loop as the front: Auto Research tests collections messages, invoice formats, and forecast models against measurable outcomes — while controls stay fixed, deterministic, and out of bounds.

One platform, one spine

Why a super-platform beats four point solutions

FinanceOS sits at the end of every flow on the spine — which means it sees everything the moment it happens, instead of reconstructing it at month-end.

Every order, shipment, and payroll run posts here as it happens — the close starts reconciled

Cash forecasts see the sales pipeline and the purchase schedule, not just the bank balance

Spend controls follow the org chart from HumanResourcesOS automatically

Board numbers trace to source events in one click — an audit trail by construction

Runs alongside BusinessDevOS, SupplyChainOS, and HumanResourcesOS on one data spine.

See FinanceOS priced at your scale.

Open the calculatorTalk to us