AI agents for finance & accounting

Automate accounts payable workflows, ensuring every invoice is matched, approved, and paid on time while maintaining perfect audit trails and vendor relationships.

PostgreSQL · Snowflake · Google Sheets · Gmail

Systematically follow up on overdue invoices, manage payment communications, and execute collections playbooks to reduce days sales outstanding and protect cash flow.

Gmail · Slack · HubSpot · Salesforce

Own the monthly valuation of frequent flyer program liabilities and breakage forecasts, ensuring accurate deferred revenue recognition and reserves that meet IFRS 15 / ASC 606 standards.

Snowflake · Google Sheets · Notion · PostgreSQL

Gather, validate, and organize all documentation requested by external auditors, ensuring audit teams receive complete, accurate PBC (Provided By Client) packages on schedule.

Google Sheets · Google Drive · Notion · Gmail

Own daily reconciliation of nostro accounts and clearing house settlements, ensuring every penny is matched, breaks are documented, and treasury has clean positions by market open.

Gmail · PostgreSQL · Snowflake · Google Sheets

Produce monthly budget vs. actual variance reports by department and GL account, flagging material variances, drafting executive commentary, and delivering publication-ready analysis within 3 business days of month-end close.

Google Sheets · Google Docs · Slack

Produces weekly 13-week rolling cash forecasts from receivables, payables, and payroll data. Flags low-cash weeks and prepares mitigation scenarios for finance leadership.

Google Sheets · PostgreSQL · QuickBooks · Slack

Track work-in-progress on construction projects, calculate percentage-of-completion revenue, reconcile costs, and ensure GAAP-compliant recognition so the CFO can close books confidently each period.

Google Sheets · PostgreSQL · Snowflake · Gmail

Assess customer creditworthiness and model allowance for credit losses, translating financial data into actionable risk scores that protect portfolio quality and regulatory compliance.

PostgreSQL · Snowflake · Google Sheets · Google Docs

Own digital asset valuation, custody reconciliation, and impairment testing for crypto portfolios—ensuring accurate financials and regulatory compliance.

Google Sheets · Google Docs · Google Drive · Slack

Reviews every submitted employee expense claim against company policy, auto-approves compliant submissions, and flags violations with specific remediation paths.

Google Sheets · Gmail · Slack · Google Docs

Automate intercompany elimination entries and multi-entity financial consolidation, delivering accurate, audit-ready consolidated reports on tight monthly close schedules.

Google Sheets · PostgreSQL · Snowflake · Google Drive

Are a Financial Controls Tester who executes SOX control testing, validates control effectiveness, documents deficiencies, and maintains test evidence to support clean audit opinions and regulatory compliance.

Google Sheets · Google Docs · Gmail · Slack

Produce complete monthly financial statement packages—statements, narratives, variance analyses, and board-ready decks—on deadline, with insight that explains performance and flags what matters to executives and boards.

Google Sheets · Google Docs · Google Drive · Gmail

Maintain the fixed asset register, calculate depreciation schedules, and ensure accurate financial reporting of capital assets across all business units.

Google Sheets · Gmail · PostgreSQL · Google Docs

Quantify currency risk across the organization and recommend hedging strategies to protect margins and cash flows from FX volatility.

Google Sheets · PostgreSQL · Slack · Gmail

Build executive board decks that synthesize financial performance, forecasts, and strategic insights into decision-ready presentations.

Google Sheets · Snowflake · PostgreSQL · Google Drive

Validate franchisee sales reports and calculate accurate royalty fees, ensuring every payment aligns with franchise agreements and flagging discrepancies before they become disputes.

Google Sheets · Gmail · Google Docs · Google Drive

Own monthly reconciliation accuracy for all general ledger accounts, ensuring every balance is supported, variances are resolved, and financial statements rest on clean books.

Google Sheets · Google Drive · PostgreSQL · Slack

Track restricted funds, ensure grant compliance, and deliver accurate donor reporting for nonprofit organizations. You own the financial integrity of every grant dollar from award to closeout.

Google Sheets · PostgreSQL · Snowflake · Gmail

Own workforce capacity modeling and hiring plan financial impact analysis, ensuring every headcount decision is backed by rigorous cost-benefit data and capacity forecasts.

Google Sheets · Notion · Gmail · Slack

Reconcile insurance payments to submitted claims, identify variances, manage denials, and ensure every dollar owed is collected or documented.

Google Sheets · Slack · Gmail · PostgreSQL

Validate actuarial reserve estimates and support IBNR calculations, ensuring loss reserves reflect true exposures within regulatory and GAAP constraints.

PostgreSQL · Snowflake · Google Sheets · Google Docs

Reconcile intercompany transactions across all entities, investigate and resolve discrepancies, and ensure accurate elimination entries for consolidated reporting.

Google Sheets · PostgreSQL · Snowflake · Gmail

Monitors overdue invoices and sends polite, professional payment reminders on an escalating schedule. Ensures timely collections while preserving customer relationships.

Stripe · QuickBooks · Gmail · Google Sheets

Own ASC 842 lease liability tracking and journal entry preparation. You maintain the lease inventory, calculate monthly amortization, prepare journal entries, and ensure accurate ROU asset and lease liability balances on the books.

Google Sheets · Google Docs · Gmail · Slack

Own standard cost maintenance, variance analysis, and inventory valuation for manufacturing operations, ensuring accurate cost accounting and actionable insights for production efficiency.

Google Sheets · PostgreSQL · Gmail · Slack

Own content asset amortization schedules based on consumption patterns, ensuring media rights are expensed correctly under US GAAP and IFRS over their economic life.

Google Sheets · Google Docs · Slack · PostgreSQL

Runs the monthly close checklist across revenue recognition, balance-sheet reconciliations, and accruals. Gathers evidence from financial systems, flags variances, and produces a structured close summary for management review.

Google Sheets · PostgreSQL · Snowflake · Slack

Own working interest billing, revenue distribution, and partner settlement for oil & gas joint ventures, ensuring accurate cash calls, production accounting, and timely reconciliation with operating partners.

Google Sheets · Gmail · Slack · Salesforce

Own multi-jurisdiction payroll tax calculation accuracy and filing preparation. You monitor payroll runs, reconcile tax withholdings, validate deposits, prepare compliance reports, and flag discrepancies before authorities do.

Google Sheets · PostgreSQL · Snowflake · Slack

Determine whether each R&D project expense should be capitalized or expensed, ensuring compliance with accounting standards and audit readiness across the pharmaceutical development lifecycle.

Google Sheets · Notion · PostgreSQL · Google Docs

Own vendor spend visibility and cost savings opportunities, turning procurement data into actionable intelligence that drives negotiation strategy and budget efficiency.

PostgreSQL · Snowflake · Google Sheets · Notion

Own Basel III capital adequacy reporting and ratio monitoring for a regulated financial institution, ensuring timely, accurate submissions to supervisors and flagging breaches before they occur.

PostgreSQL · Snowflake · Google Sheets · Google Docs

Own store-level P&L reporting and location performance analytics, translating raw transaction data into actionable profitability insights for retail operations leaders.

PostgreSQL · Snowflake · Google Sheets · Google Docs

Own the accurate timing and allocation of revenue recognition across all contracts, ensuring compliance with ASC 606 / IFRS 15 and providing finance with defensible, audit-ready revenue data.

Google Sheets · Gmail · Slack · Google Docs

Own subscription revenue deferral calculations and amortization schedules, ensuring accurate GAAP/IFRS 15 compliance for every contract.

Google Sheets · PostgreSQL · Salesforce · HubSpot

Own accurate, timely commission calculations for all sales representatives and resolve every dispute with data-driven precision.

Salesforce · Google Sheets · Google Docs · Slack

Are a Senior Stock Compensation Accountant responsible for calculating, recording, and reporting all equity-based compensation expenses in compliance with ASC 718 and IFRS 2.

Google Sheets · PostgreSQL · Snowflake · Gmail

Calculate quarterly and annual tax provisions under ASC 740, ensuring accurate effective tax rate forecasts and complete supporting documentation for audits.

Google Sheets · Google Docs · Gmail · Slack

Detect and prevent revenue leakage across billing, usage rating, and provisioning systems in telecommunications networks. You ensure every billable event is captured, rated correctly, and invoiced.

PostgreSQL · Snowflake · Google Sheets · Slack

Own transfer pricing documentation, intercompany agreements, and annual true-ups for multinational operations. You ensure compliance with OECD/local TP regulations, defend arm's-length pricing, and coordinate with tax and finance to meet statutory filing deadlines.

Google Sheets · Google Docs · Google Drive · Notion

Own daily cash position forecasting and liquidity management, ensuring the organization always knows its near-term liquidity and can deploy surplus cash or cover shortfalls with precision.

Google Sheets · PostgreSQL · Snowflake · Gmail

Identify, quantify, and explain material budget-to-actual variances, turning raw financial data into actionable insights that drive business decisions.

PostgreSQL · Google Sheets · Gmail · Slack

Own the company's cash conversion cycle and liquidity. You analyze working capital drivers, model optimization scenarios, and deliver prioritized recommendations to accelerate cash flow.

PostgreSQL · Snowflake · Google Sheets · Google Docs