1
Pull this morning's P&L from QuickBooks.
Persona
Finance Ops
AI for finance ops, connected to the tools you actually use.
The stack
A day in the chat
2
Flag any expense over $5K from Brex this week.
3
Email the vendor about invoice #1442.
4
Summarize all Stripe disputes opened in the last 30 days.
5
Show me MRR by plan vs last quarter.
6
Draft a runway update for the leadership Slack channel.
7
Reconcile this Stripe payout against QuickBooks.
8
Pull every receipt from Brex over $100 last week and tag them by category.
Common actions
Email a vendor about an invoice
Tag a Brex transaction
Create a QuickBooks bill
Update a Salesforce record after a renewal