Invoice matching
Three-way matched against your ERP, with only the exceptions reaching a person — and the evidence already attached.
See the flow →Not a catalogue and not a template library — these are the jobs enough companies come looking for by name that they are worth describing properly. Each one is built against your process, and runs in your own cloud.
Two of these are finance jobs and run on the same deployment. Every flow links back to the role it came from.
Three-way matched against your ERP, with only the exceptions reaching a person — and the evidence already attached.
See the flow →Read, merged, tagged and routed as tickets arrive — with the replies drafted from your own systems of record.
See the flow →Calls logged, stages moved, contacts added and inbound routed — written the moment the work happens.
See the flow →Reconciled through the month, variances explained with the records attached, and the pack assembled before day one.
See the flow →These are the jobs people actually go looking for by name. Plenty of things a coworker does well — release notes, bug triage, follow-up drafting — nobody searches for at all, so they stay on the role pages where they belong.
Three-way matched against your ERP, with only the exceptions reaching a person — and the evidence already attached.
Read, merged, tagged and routed as tickets arrive — with the replies drafted from your own systems of record.
Calls logged, stages moved, contacts added and inbound routed — written the moment the work happens.
Whatever the job, the loop is the same — and the last two are the ones that make it safe to run.
The questions that come up as soon as a page like this looks like a product catalogue.
No. There is no catalogue and nothing switches on. These are the four jobs we are asked for most often, and each one is built against your process — your ERP, your queue, your CRM, your exceptions. What the page describes is the shape of the job, not a template waiting to be configured.
That is the normal case, and it is what a custom coworker is for. These four are here because enough companies go looking for them by name that describing them properly is useful. The work of building one is the same either way: walk the process once, exceptions included, and we build against it.
A role page describes everything a coworker for that team owns; a flow page describes one job in the detail somebody evaluating it actually needs. Invoice matching and month-end close both belong to the finance coworker, and the same deployment runs both.
Yes, and most do eventually. Teams generally start with one job, because a coworker built for one job can be judged on whether it did it, and then add the next once the first has stopped needing corrections.
It depends on how many systems the job touches and how quickly access is issued, and we would rather give you a real answer on a call than a number on a page. The part that is always true: you walk us through the work once, we build it, and it runs beside your team until its output stops needing corrections.
“The close does not take five days because the accounting is hard. It takes five days because nobody can find anything.”
Where are we before day one?
reconciled to yesterday✓ 1 break, 6 days oldBring the job that never quite gets done, whether or not it is one of these four.
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