NewAI finance agents · Built for US businesses
AI agents that do the work of your bookkeeper, FP&A analyst, controller and more — 24/7, at a fraction of the cost of a new hire.
Your AI finance team · always on
01The problem
Recruiting, onboarding and training a finance hire takes months — while the work keeps piling up.
Reconciliations, accruals and reviews eat the first weeks of every single month.
By the time the numbers land, the decisions they should have informed are already made.
There’s a faster way to run finance.
Before vs. after AI
Where are we on the September numbers?
Cash position
$1.42M+6.1% MoM
Handled by AI Bookkeeper, AP/AR Analyst & Controller
02Your AI finance team
Eight specialized AI agents, each trained for a real finance role. Deploy one or the whole department — they work together, hand off work and escalate to your people when judgment is needed.
Select an agent to see its full job description
Start with one agent — or deploy the whole department.
Every agent escalates to your people when judgment is needed.
03Live demo · 3-statement model
Raw bank and card transactions stream in. Your AI team categorizes every one, then builds a linked income statement, balance sheet and cash flow — tied out to the dollar.
Harbor & Pine Co.Fictional company · sample data
DTC home goods · USD
Ready to build
Bank & card feed
Bank ••4821 · Card ••0937
+1,184 more transactions categorized
Month ended Jul 31, 2026
| Line item | July 2026 |
|---|---|
| Revenue | $186,400 |
| Cost of goods sold | ($78,288) |
| Gross profit58.0% | $108,112 |
| Operating expenses | |
| Payroll | ($43,800) |
| Marketing | ($32,600) |
| Software & tools | ($5,900) |
| Rent & facilities | ($8,400) |
| Total operating expenses | ($90,700) |
| EBITDA | $17,412 |
| Depreciation | ($1,973) |
| Interest | ($1,688) |
| Income tax | ($3,438) |
| Net incomeLinks to Net income (CFS)Links to Retained earnings (BS) | $10,313 |
Month ended Jul 31, 2026
| Line item | July 2026 |
|---|---|
| Operating activities · indirect | |
| Net incomeFrom Net income (IS) | $10,313 |
| Depreciation | $1,973 |
| Δ Accounts receivable | $797 |
| Δ Inventory | ($4,979) |
| Δ Prepaid expenses | $1,100 |
| Δ Accounts payable | $1,513 |
| Δ Accrued liabilities | ($322) |
| Cash from operations | $10,395 |
| Capital expenditures | ($4,860) |
| Cash from investing | ($4,860) |
| Term loan principal | ($5,000) |
| Cash from financing | ($5,000) |
| Net change in cash | $535 |
| Beginning cash | $286,500 |
| Ending cashLinks to Cash (BS) | $287,035 |
As of Jul 31, 2026
| Line item | July 2026 |
|---|---|
| Assets | |
| CashFrom Ending cash (CFS) | $287,035 |
| Accounts receivable | $48,103 |
| Inventory | $176,779 |
| Prepaid expenses | $12,500 |
| PP&E, net | $121,287 |
| Total assets | $645,704 |
| Liabilities | |
| Accounts payable | $80,813 |
| Accrued liabilities | $16,578 |
| Term loan | $220,000 |
| Total liabilities | $317,391 |
| Equity | |
| Paid-in capital | $240,000 |
| Retained earningsFrom Net income (IS) | $88,313 |
| Total equity | $328,313 |
| Total liabilities & equity | $645,704 |
AI Financial Controller · reviews every tie-out
Balanced ✓
Assets = Liabilities + Equity
$645,704 = $317,391 + $328,313
Cash ties: passed
CFS ending cash $287,035 = BS cash $287,035
Earnings roll forward: passed
Δ Retained earnings $10,313 = Net income $10,313
Controller note
Net income of $10,313, while cash rose $535. Term loan principal was the largest use of cash this month.
04Month-end close
Your AI finance team reconciles every day, so month-end is a final review — not a two-week scramble. The agents do the grinding; your team reviews and signs off.
Illustrative example: the traditional close finishes on day 14; the AI-assisted close finishes on day 3 and is ready for review.
Illustrative example — actual timelines vary.
Illustrative example — actual timelines vary.
Traditional close
Manual, sequential, spreadsheet-driven
AI-assisted close
Continuous, agent-run, human-reviewed
Bank & cards reconciled — Bookkeeper
AP/AR cutoff confirmed — AP/AR Analyst
Accruals & prepaids booked — Controller
Balance sheet reconciled — Controller
Variances explained — FP&A Analyst
Reviewed & signed off — Your team
Financial statements drafted — Controller
Management report sent — FP&A Analyst
Reconciliations run all month, so month-end starts mostly done.
Agents handle matching, accruals and tie-outs. Your team reviews the exceptions.
Every entry links to its source document, approver and timestamp.
See what your close could look like.
Book a free 30-min call05Automated reporting
Your AI analysts build the P&L, cash flow, budget vs actual and board pack straight from your closed books — then deliver them to email or Slack, daily, weekly or monthly. No chasing, no copy-paste.
Reports · Juniper & Vale Co.
September 2026
Revenue
$486K
+3.2%vs Aug
Gross margin
42.6%
+0.8 ptsvs Aug
Net income
$82K
+12.3%vs Aug
| Month | Revenue | Expenses | Net income |
|---|---|---|---|
| October 2025 | $382,000 | $351,000 | $31,000 |
| November 2025 | $395,000 | $358,000 | $37,000 |
| December 2025 | $441,000 | $389,000 | $52,000 |
| January 2026 | $368,000 | $352,000 | $16,000 |
| February 2026 | $377,000 | $349,000 | $28,000 |
| March 2026 | $404,000 | $362,000 | $42,000 |
| April 2026 | $418,000 | $371,000 | $47,000 |
| May 2026 | $431,000 | $378,000 | $53,000 |
| June 2026 | $446,000 | $384,000 | $62,000 |
| July 2026 | $452,000 | $389,000 | $63,000 |
| August 2026 | $471,000 | $398,000 | $73,000 |
| September 2026 | $486,000 | $404,000 | $82,000 |
Fictional company · sample data
Set the cadence and channel once. Reports arrive on schedule, tied out to your books.
P&L summary · Mondays at 8:00 AM
yourfinancedoneApp8:00 AM
Weekly P&L summary is ready — week 39 (Sep 22–28).
P&L summary · Week 39
Open report →
yourfinancedone ReportsOct 3 · 9:00 AM
Your September board pack is ready
Q3 2026 Board Pack — compiled from your closed books. Revenue up 3.2% month over month; opex within 1% of budget.
Q3-2026-Board-Pack.pdf14 pages
06AI agent vs. new hire
Here’s how a yourfinancedone agent compares with hiring for a single finance role.
Traditional new hire
yourfinancedone AI agent
*Estimates for illustration only. Actual costs and timelines vary by role, location and scope — we’ll give you specifics on the call.
07How it works
A clear, low-lift path. Your team stays in control at every step.
We learn how your finance function runs today — tools, team, volume and the work that eats your week.
We document your workflows, approval rules and controls, and pick the agents with the biggest impact to start.
We connect your accounting, banking and payment tools, configure your agents and run them alongside your team until the output matches.
We monitor accuracy, handle exceptions and add new workflows as you grow — no re-hiring, no re-training.
08Integrations
Your agents work inside your existing accounting, banking, payments and collaboration tools. No rip-and-replace.
Don’t see your tool? We build custom connectors.
Product names are trademarks of their respective owners and are shown for compatibility reference only.
09Results
Real client stories are coming soon. These slots are reserved for verified results and approved quotes.
[PLACEHOLDER] Client quote about closing the books faster and getting reliable numbers on time.
[PLACEHOLDER] Client quote about freeing the finance team from manual reconciliations and data entry.
[PLACEHOLDER] Client quote about board-ready reporting and better visibility into cash.
10FAQ
Everything finance leaders usually ask before their first call.
Your data is protected end to end: encrypted connections, least-privilege access to your systems and role-based permissions for your team. Agents only touch the tools and data you approve, and every action is logged for review. We’ll walk through our security practices in detail on the call.
Still have questions?
Bring them to a free 30-minute call. We’ll answer honestly — including whether AI agents are the right fit for you.
Book a free 30-min call11Book a call
A focused conversation with a finance automation specialist — not a sales pitch. We’ll tell you honestly whether AI agents are a fit.
Founders, CEOs, CFOs and finance leaders at US companies that want to scale finance without scaling headcount.
0–10 min
Your finance stack
We map your tools, team and biggest time sinks.
10–20 min
Automation opportunities
We pinpoint which agents would have the most impact.
20–30 min
Clear next steps
You leave with a recommendation and rough scope — whether or not we work together.
Pick a time that works for you