WorkerKitJoin the waitlistAI workers for Finance
AI workers for finance teams that reconcile invoices, roll up spend spreadsheets, and flag numbers that drifted, all behind a firewall that keeps amounts and account fields locked down. Connect Google Sheets, your CRM, and Drive to get started.
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What is a Finance AI worker?
A Finance AI worker is an AI agent set up to run one finance job unattended, such as reconciling invoices, rolling up a spend spreadsheet, or flagging deals that closed at odd amounts. It typically touches Google Sheets and Drive files, HubSpot or Salesforce revenue records, and email threads carrying invoices, and only the sheets, fields, and figures you approve.
What these workers do
Reconcile invoices against a sheet
Match invoice emails in Outlook to rows in a Google Sheet and flag any invoice with no matching line so a controller can chase it.
Roll up monthly spend by category
Read an expense sheet in Google Sheets, total spend by category and vendor, and write the result to a summary tab without editing raw rows.
Flag deals closed at odd amounts
Scan won deals in Salesforce for amounts far outside the usual range and list them for finance to verify before revenue is booked.
Chase missing expense receipts
Find expense rows with no attached receipt in Drive and message each owner so month-end close is not held up by paperwork.
How a Finance AI worker runs
What a finance worker connects to
A finance worker connects to the numbers your team already tracks. Point it at Google Sheets and Drive for ledgers and receipts, HubSpot or Salesforce for revenue and deal amounts, and Gmail or Outlook for invoices. You approve which sheets and fields it can read, so a reconciliation worker never opens payroll or the board deck.
When it runs
- On a schedule for a nightly reconciliation or a month-end roll-up.
- On a trigger when a new invoice email arrives.
- On demand when a controller needs a variance check before close.
What stays under your control
The firewall is strict where it matters most. You can keep every source ledger read-only, let the worker write only to a summary tab, and redact account numbers before they reach the model. DLP scanning watches for card and bank details, per-sheet scope keeps it inside the files you name, and the audit trail records every figure it read. Access can be revoked the instant you need to.
Finance questions, answered.
Can a finance AI worker change my ledger?
By default no, a finance worker stays read-only on your ledgers and reconciles or totals numbers without editing a cell. When you want output written, you scope it to a specific summary tab while source rows stay locked. The firewall enforces that on every action, and the audit trail shows exactly which figures were read or written.
How does it protect account and card numbers?
A finance worker runs behind the firewall, which can redact account and card numbers before any data reaches the model, and DLP scanning flags sensitive figures automatically. You scope it to named sheets and fields, so anything outside that scope is invisible. Every read is logged, and you can revoke its access to a sheet in seconds.
Can it reconcile invoices from email?
Yes, a finance worker can read invoice emails in Gmail or Outlook, match them to rows in a Google Sheet, and flag any that do not line up. You keep it read-only on both the inbox and the sheet if you prefer, block sensitive senders, and every invoice it opens is recorded so month-end reconciliation has a clear trail.
Will it see revenue it should not?
No, a finance worker only reads the HubSpot or Salesforce records and sheets you scope to it, and per-entity scope keeps it inside one pipeline or region if you choose. Amounts and fields you exclude stay hidden. You can tighten that scope or redact specific columns at any time, and the firewall applies the limits on every run.