Excel reporting built for finance teams

Monthly close, AR aging, cash flow, and board packs — structured by AI, delivered on a schedule from QuickBooks, Stripe, Google Sheets, or Airtable.
Set up scheduled reportsFinance templates
Example workflow
Monthly close pack on autopilot
Example workflow
AR aging without pivot rebuilds
Example workflow
Stripe payout summary for boards

Finance workflows

Monthly close from QuickBooks
WorkflowTemplate
AR aging on schedule
WorkflowTemplate
Stripe payout summary
WorkflowTemplate

Automated Excel reporting for ops and finance — create, improve, and schedule .xlsx deliverables.

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