Month-end close
- Bank and credit card reconciliationEvery weekday, on new cleared transactions
- Close checklist and tie-out trackerLive task status, accruals, and open items
QuickBooksRampGoogle Sheets
A shared Space for your finance and operations teams
Work with Claude or Codex in a shared Space connected to QuickBooks, Stripe, your spend management and ops tools, and the rest of your stack.
Trusted by teams at
Space Templates
Close faster, forecast sooner, keep operations on plan
Type runs the close checklist, reconciles the numbers, flags variances, and keeps the operating dashboards your team and your board ask about current.
Cash and forecasting
- Daily cash position and burn snapshotEvery weekday 8am
- Rolling 13-week cash forecastEvery Monday 7am
QuickBooksMercuryGoogle Sheets
AR and collections
- Overdue invoice chase listEvery weekday 9am
- AR aging and DSO trackerLive balances by customer and age bucket
QuickBooksStripeSalesforce
AP and vendor spend
- Bill review with duplicate and policy checksOn every new invoice
- Vendor spend and renewal watchEvery Monday 8:30am
Bill.comQuickBooksRamp
Revenue and billing
- Stripe to GL revenue reconciliationOn every payout and month-end
- Billing exception monitorOn failed charge or invoice mismatch
StripeQuickBooksChargebee
Board reporting and audit prep
- Board metrics packFive business days before each meeting
- Audit and diligence evidence collectionOn every auditor request
QuickBooksGoogle DriveSnowflake
Operating reviews and KPIs
- Monday operating metrics packEvery Monday 7am
- Variance and exception watchOn any KPI or budget threshold breach
SnowflakeQuickBooksSlack
Headcount and hiring plan
- Payroll and headcount vs planOn every pay run
- Open roles and start date trackerLive by team, level, and start date
RipplingQuickBooksGoogle Sheets
Connect to all your favorite tools, securely
Control access via OAuth and encrypted API keys, revocable at any time
1000+ native integrations
Your ERP, billing, spend management, and the systems your operations run on
Best in class Slack integration
Where your finance and ops teams already work
FinanceAccountingOps#finance#accounting#ops
The more you use it, the better it gets
Self-learning
Shared memory easily searchable by any AI.
Self-improving
AI that reviews its work and updates itself.
You own your data, forever
Export or delete your data at any point.
Ready to put your finance and ops stack to work?
We set it up live: your first Space, its skills and automations, and your ERP, billing, banking, and ops connections.
14-day free trialThen starts at $50/mo
- Plans for teams of 2 to 60 members
- Shared pool of usage
- Option to bring your own AI subscription