How does YP draft your investor update before you write a word?
A finance AI Employee that runs monthly, pulls the core metrics from the product database, billing, and last month's update, compares them to last month and to plan, and drafts the update in your format. It stays read only across every source, and a founder finalizes and sends.
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The monthly investor update is a small, recurring task that eats a founder's time. Writing it means pulling MRR and revenue from billing, active accounts and growth from the product database, and burn and runway from the finance numbers, then setting each against last month and against plan. The data is spread across systems, the comparisons are done by hand, and the write up has to match the format investors are used to seeing. None of it is hard; it's just an hour or two of gathering and formatting that comes around every month. The common fixes are incomplete. A BI dashboard shows the current numbers but doesn't write the narrative or compare against plan. A saved template still needs someone to fill in every figure. Doing it by hand each month is reliable, but it's the founder's time going into gathering and formatting rather than into the commentary that actually matters.
A monthly schedule triggers the finance AI Employee. It runs in your own environment with read only access to the product database, billing, and last month's update. It pulls the core metrics (MRR, growth, burn, runway, active accounts), compares them to last month and to plan, and drafts the update in your usual format as a document. It writes nothing back to any source. A founder edits the draft and sends it.
See exactly how the work gets done.
Runs on a monthly schedule
A scheduled run fires once a month, pulls the current month's numbers, and produces one draft. Each run reads only from the source systems and starts clean. Nothing carries over between months except what's read from the source.
Carries your format and definitions
The shape of your update travels with it as a skill: which metrics you report, how you define each one, the section order investors expect, and the plan targets to compare against. Last month's update is the reference for tone and structure. When you change how you report, you write it down and it follows next month.
Connects read only, with permissions you set
It queries the product database in Postgres for active accounts, growth, and the product metrics you track; reads billing for MRR and revenue; reads last month's update for the prior numbers and the format to match; and assembles the draft into a document. Credentials stay in memory, never written to disk or exposed to the model.
Read only across every source
It reads the database, billing, and last month's update, and writes nothing back to any of them. Its one output is a draft document, and it never sends. A founder owns the send.
Hands a founder a finished first draft
The start of each month produces a draft with the metrics pulled, the month over month and against plan comparisons filled in, and the narrative written in your format. A founder edits the commentary, checks the numbers, and sends it. The gathering and formatting are done; the judgment stays with a person.
Runs in your environment
Every run is isolated inside your own infrastructure, reading only the systems it's scoped to; only the draft document leaves it. Your data never leaves it.
Permissions you set
The Postgres and billing credentials stay in memory, injected at run time, never exposed to the model or the logs.
Read only across every source
It reads every source and writes back to none of them. Its only output is a draft, and no source system is ever changed.
A founder owns the send
The AI Employee never sends. The draft goes to a named human, a founder, who finalizes the commentary, checks the numbers, and sends it.
You own the rules
The format, the metric definitions, the skills, and the per system permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
The monthly update now arrives as a draft with the numbers pulled, the comparisons done, and the narrative written in your format. The founder spends their time on the commentary and the send rather than on gathering and formatting, and the data is only ever read.
Every month
A finished first draft ready at the start of the month
Read only
Nothing written back to any source system
3 systems
Postgres, billing, and last month's update in one AI Employee
Our free AI audit shows you where AI fits, what your security risks are, and gets your first AI employee working.
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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