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Category
Finance.
P&L, budgets, forecasts — always current.
An assistant that maintains your financial reporting in your formats. P&L roll-ups, budget vs. actual, cash flow forecasts, expense classification — refreshed on the schedule you set.
What we build
✓P&L and budget vs. actual roll-ups
✓Cash flow forecasts with scenarios
✓Expense classification and anomaly flags
✓Invoice reconciliation
✓Board-pack financial pages
Real conversations
You
“Send me the monthly P&L by 9 AM on the 5th of every month.”
OT
Generates the P&L from your ledger, formats it in your house template, emails it on time.
You
“What's our cash position if Q2 comes in 10% below plan?”
OT
Runs the scenario, returns a 1-page memo with cash runway, variances, and risk flags.
Integrations
ERPAccountingSheetsBank feeds
Get started
Want a finance agent tailored to your business?
We start with a free audit of your current setup, then propose a 2-week pilot scoped to your operations.