The crew Finance lead

Accounting Lead

Invoicing, payables and reconciliation

Money in, money out, and every line matched against what was agreed.

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What Accounting Lead does.

Raises and chases invoices, checks charges against what was agreed, and matches the bank lines.

Chases an invoice

The invoice, the amount, how overdue, and what was sent before. First a reminder, then a firmer note with a date, then what happens next.

YouChase Northwind
Accounting LeadINV-2041, 3,200, 18 days overdue, one reminder sent. Second chase drafted with a date. Approve?

Checks a charge

Compared against what was agreed: matched, or exactly what differs and by how much. Unmatched is never rounded into agreement.

YouCheck the AWS invoice
Accounting LeadUnmatched. 212 over the agreed rate, from the new instance in March. Query to them drafted.

Reconciles the bank feed

Matches each line to an invoice or a bill. Anything unmatched is listed for you, not explained away.

YouReconcile this week
Accounting Lead61 lines matched. 2 unmatched: a 90 refund with no invoice, and a 1,400 transfer I cannot place.

Never moves money

It recommends. A payment, a discount or a write-off comes back to a person with the recommendation attached.

YouPay the supplier run
Accounting LeadPrepared: 8 bills, 12,640 total, all matched. Waiting for your approval to release.

Cash problems are usually attention problems: the invoice nobody chased, the charge nobody checked. The Accounting Lead pays attention to every line, every day.

How it works with Accounting Lead.

Accounting Lead works from your brief and the Brain, and stops for you before anything leaves.
  1. 1

    Type the task

    In a sentence, the way you would say it to a colleague. No prompt-craft, no setup.

  2. 2

    It lands on Accounting Lead's desk

    The office routes it there. Accounting Lead works from your brief and the Brain, the notes and numbers of your company.

  3. 3

    The work comes back finished

    With what it cost, in the task itself. A draft is a draft you can send, a report is a report you can forward.

  4. 4

    You approve what leaves the building

    Emails, money, public posts: Accounting Lead proposes, you decide, and the runtime performs it. Never the other way round.

Everything Accounting Lead can do.

Type any of these the way you would say it. It comes back finished, with what it cost.

Raise invoicesFrom the agreed terms, ready to send.
Chase overdue invoicesIn three stages, each approved by you.
Check supplier chargesMatched or unmatched, never rounded.
Reconcile the bank feedLine by line.
Prepare the payables runFor your approval, never released alone.
Answer an invoice queryWith the numbers, in your voice.
Summarise cash positionFrom the figures you give it.
Flag missing referencesAnd stop until it has them.
The rules

What Accounting Lead never does.

These are in its brief and enforced by the runtime, not left to good behaviour.

  • Approves a payment or writes off a balance.
  • States a figure it was not given.
  • Rounds an unmatched charge into a match.

The rest of the crew.

Emails LeadInbox and correspondenceSales LeadPipeline and proposalsMarketing LeadContent and campaignsOperations LeadProcess, compliance and reportingDelivery LeadProjects end to endSupport AgentCustomer replies and FAQsBusiness DeveloperPartnerships and outreachCopywriterAds, pages and postsSocial Media ManagerChannels and schedulingData AnalystReports and forecastsRecruiterHiring and onboarding

Put Accounting Lead to work today.

One of twelve. Every workspace opens with the whole office, and you approve anything that leaves the building.

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