How do you get reconciliation done even when no one has time?
A finance AI Employee connected to Billing, the bank feed, and Sheets. Each month it matches transactions against invoices, flags mismatches, and posts a summary, escalating anything it can't match to a named human. It never moves money.
×Monthly reconciliation is simple to describe and tedious to do: line up what came in and went out against what was supposed to, find the things that don't match, and explain them. Most lines match cleanly, and the value is entirely in the handful that don't: a payment that never landed, a fee that doesn't tie out, an invoice with no matching deposit. Finding those means going through everything, which is slow and easy to get wrong when it's the same repetitive comparison hundreds of times. A spreadsheet formula catches the exact matches but not the near ones, and the near ones are where the problems hide. So the check either runs shallow and misses things, or runs deep and eats a person's day. Either way it only happens as often as someone has time for it, and on a small team that's the same afternoon, every month, landing on one person.
Each month, after the period closes, the reconciliation AI Employee reads Billing, the bank feed, and the tracking sheet, matches transactions against invoices, flags the mismatches, posts a summary back to the sheet, and escalates anything it can't match to a named human. It reads the financial systems and writes only to the tracking sheet. It never moves money.
See exactly how the work gets done.
Runs monthly, after the period closes
A scheduled run fires once a month, after the period closes, and recomputes the whole reconciliation from current state: one run with nothing carried over from last month.
Carries your reconciliation rules
How you reconcile travels with it as skills and memory: what counts as a match, the tolerances you allow on fees and timing, the accounts you track, and mismatches you've explained before. It works to that standard rather than inventing one, and the memory updates as patterns recur.
Reads the systems, with permissions you set
It reads Billing (charges, payouts, and fees for the period) and the bank feed (deposits and withdrawals to match against Billing and invoices), and reads and writes the Sheet (the ledger it reconciles against and the summary it posts back). Credentials stay in memory, never written to disk, never exposed to the model.
Escalates what it can't match, never force fits
Anything it can't match within tolerance is escalated to a named human rather than force fit or written off, with the two records it couldn't reconcile attached. It never moves money or touches Billing or the bank beyond reading.
Runs the month unattended
The monthly run produces a reconciled sheet and a summary without anyone starting it. Clean matches tie out silently. A payout short by a fee gets explained. An invoice with no matching deposit gets flagged and sent to a person to chase.
Runs in your environment
Each run is isolated inside your own infrastructure. It can read the accounts it needs, and only the summary it writes to the sheet leaves the run; your data never leaves your infrastructure.
Permissions you set
The Billing, bank, and Sheets credentials connect with permissions you set, held in memory, injected at run time, never written to disk or exposed to the model.
Escalates, never moves money
Anything it can't match within tolerance is escalated to a named human rather than force fit, and it never moves money. Its only write is the summary on the sheet.
You own the rules
Its persona, skills, and permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
The afternoon that used to go to comparing hundreds of lines now goes to resolving the few the AI Employee couldn't match. The reconciliation runs every month whether or not anyone has time, and the summary is waiting when the finance person opens the sheet.
Every month
Reconciliation run on schedule, not when there's time
Mismatches only
A person looks at the exceptions, not every line
3 systems
Billing, the bank feed, and the sheet in one AI Employee
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How do AI Employees process invoices the moment they land?
Extracts every invoice, matches it against POs and prior invoices, flags duplicates and overcharges, and routes for approval. It records, it never pays.
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How does YP get month end close started before your team sits down?
Walks the close checklist monthly, reconciles Billing revenue against the ledger, flags anomalies and missing docs, and posts the open items to Slack. It assembles and flags; a named human closes the books.
×How do AI Employees recover failed payments before they become churn?
Works every failed invoice through a fixed escalation ladder of smart retry, reminder, update card, and final notice, alerts the revenue team on Slack, and stops the instant it's paid. It never cancels a subscription, issues a credit, or refunds; those stay with a named human.
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