AI Pathway | Finance & Office
AI Pathway
Product · Finance & Office

Close the month while the month is still relevant

Nine agents that keep the books current, the WIP honest and the owner's inbox down to the things that actually need an owner.

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Month-end in days, not weeks

Monty runs the close checklist, chases what's missing and flags the accounts that moved in ways they shouldn't have.

Real-time job costing available everyday

Wendy builds it from real job cost, not from what someone remembered to update on Friday.

The inbox stops being the bottleneck

Tori triages, files and routes — so the request from a GC doesn't sit under forty vendor statements.

The 9 agents in Finance & Office

You don't hire all of them. We'll tell you which two or three to start with.

M
Monty
Month-End Closer
Runs the close on a checklist instead of on memory, and compresses the two-to-five day reporting lag every other number waits on.
W
Wendy
WIP Scheduler
Tells you whether the profit you reported is real or borrowed from next month. The value is in the decisions you do not make on false numbers.
T
Tori
Inbox Triager
At this size the inbox is the project management system. Tori files every email to the job it belongs to, extracts what needs doing, and routes it.
S
Syd
System Syncer
The same data typed three times, into three systems, with three chances to differ. Syd types it once — and removing the retyping removes the mismatches.
F
Fiona
Document Filer
Unfiled documents are why closeout and disputes take weeks instead of hours. Fiona names and files everything to a consistent structure, the day it arrives.
T
Tessa
Tax Packager
Entirely mechanical if the ledger was kept clean all year. Tessa assembles the CPA package and files 1099s without a January scramble.
H
Hallie
Hiring Screener
Hiring speed is a real constraint on capacity in the trades. Hallie responds to every applicant the same day.
M
Mira
Meeting Scribe
Captures decisions made in the truck and on site that never reach the office, and turns them into owned actions with dates.
S
Sully
Surety Packager
Bonding capacity and credit line renewal turn on this package, so Sully keeps it assembled and current instead of rebuilt under deadline.

Works inside what you already run

No migration, no parallel system, no retraining the crew on new software.

QuickBooks
ServiceTitan
Excel
Your email
Your document drive
Your bank feed
Premium tier
AI CFO — the numbers, read and explained

The agents do the work. AI CFO reads your QuickBooks ledger and tells you what to do about it — predictive cash flow, job-by-job profitability and 90-day action plans. From $299/month with a 7-day free trial.

See AI CFO →
Reconciliation
Bookkeeper Assistant — reconciled to the penny, read-only by default

Checks your supplier statements, bank feed, remittances and QuickBooks against each other, and hands any fix to a named person.

See Bookkeeper Assistant →