Finance Team
Finance TeamAgents that chase payments, reconcile invoices, and surface financial insights. Built for controllers and finance ops teams drowning in spreadsheets.
Team Members
Victor
AR & Collections
Tracks open invoices, sends payment reminders, reconciles receipts, and surfaces aging issues before they become problems.
Don
Revenue Operations Specialist
Watches HubSpot deals. When a deal closes, auto-creates Stripe customer, matches products on name, applies discount coupons, validates line items against deal total, and drops the invoice in review.
Jacob
Revenue Operations Automator
On Closed Won, pulls line-item breakdown (tool, service, audit) from contract + follow-up email + call transcript, maps to HubSpot products and Stripe prices, and pre-fills the customer record + invoice. Humans validate before send.
Other Agent Teams
Startup Founder
Startup Founder
Operations Team
Your always-on ops backbone. Agents that handle daily briefings, email triage, meeting prep, scheduling, and cross-functional follow-ups so your operators can focus on decisions, not admin.
Engineering Team
Agents that keep projects on track. Ticket management, sprint updates, status reports, and delegation to coding agents so engineering leads stop being project admins.
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