Finance
Run the numbers: runway, forecasts, spend audits — CFO-grade output, no CFO.
Which problem is yours?
“When I finish a project or ship an order, I want someone to chase the invoice for me with escalating, context-aware follow-ups so that I get paid without the awkward emails stealing my Sunday afternoons”
Chase invoices and get paid faster
open recipe →
“When PDF invoices arrive in my inbox from vendors, I want an AI to extract every field, match to the purchase order, assign the right GL code, and push it to QuickBooks so that I stop manually typing invoice details for …”
Zero-type vendor invoice processing to QuickBooks
open recipe →“When the month ends, I want an AI to pull from QuickBooks and produce a clean management report with P&L, balance sheet, and cash flow so that I have numbers by day 3 instead of day 15 and can actually use them to run th…”
Month-close financials on day 3
open recipe →“When I need to know exactly how much runway I have and where cash is going each week, I want one session that pulls real bank balances, maps every inflow and outflow to named sources, builds a 13-week rolling table, and …”
Know your runway 13 weeks out
open recipe →“When I have 50+ SaaS and vendor subscriptions renewing throughout the year, I want a structured audit that surfaces redundant, underused, and overpriced tools — so I can cancel, downgrade, or renegotiate before the renew…”
Cut your SaaS bill before renewals
open recipe →Don't see your problem? Search the full library — or it's a recipe we haven't built yet.