Services / Finance Back-office
Wave 2 (month 7). Join the pilot waitlist
Closed books and processed invoices. Not bookkeeping software.
Our agents categorise, reconcile, chase receivables and prepare the close pack for your accountant. You pay per monthly close or per processed invoice.
You pay per monthly close or processed invoice: $350 – $1,200 per close · $1 – $3 per invoice
Example outcome
September close pack ready
412 transactions categorised, 3 accounts reconciled, 6 overdue invoices chased. P&L and balance sheet attached. Billed $620.00.
What you get
Finished work, not a tool to run.
- A monthly close pack ready for your accountant
- Transactions categorised and bank accounts reconciled
- Supplier invoices captured, coded and queued for approval
- Overdue receivables chased in your tone
How you are billed
Pay per monthly close or processed invoice
$350 – $1,200 per close · $1 – $3 per invoice
Every invoice line is a unit of finished work, with proof attached. No outcome, no charge.
Who does what
Agents do the work. Specialists check the exceptions.
What the agents do
- Pull bank feeds and invoices from your accounting system
- Categorise transactions using your chart of accounts
- Reconcile accounts and flag differences
- Draft reminders and assemble the close pack
What humans check
- Review every ambiguous item and every new vendor
- Sign off the reconciliation before the pack goes out
- Correct coding; your rules are saved in the playbook
- Work with your accountant on year-end questions
Works with the tools you already use
- Xero
- QuickBooks
- Stripe
- Wise
- Gmail
- Google Drive
- Slack
Estimate your cost
What would Finance Back-office cost you?
Questions
Finance Back-office FAQ
Do you replace our accountant?
No. We prepare the books so your accountant can review and file. Many accounting firms work with us as a channel partner.
When is this available?
Finance Back-office is our Wave 2 service line and opens in month 7. Design partners can join the pilot waitlist now.
How do you handle access to our books?
Least-privilege access to your accounting tools, scoped to the work. Every agent action is logged.
What if a month cannot be closed?
If we cannot deliver a reconciled close pack, you are not billed for that close.
Which accounting tools do you support?
Xero and QuickBooks first. Tell us what you use and we will confirm fit in the audit.
Expand later
Land with one line. Add the next from inside the account.
Start with a free audit
See what we would take off your plate.
A free Companion audit, then a 30-day pilot. You pay per outcome. No outcome, no charge.