Nance
Nancemonday.com

Nance + monday.com.

Work & knowledge

Nance creates board items for finance work as it comes up, moves them through your statuses as the work completes, and gives the rest of the team the answer before they ask.

The rest of the company finds out where finance work stands by asking. Has that invoice been paid? Is the approval through? When does the close land? Every question is an interruption for finance and a delay for the person asking, and the answer is stale the moment it is given. Meanwhile the team already has a place where work is visible: the boards everyone checks anyway.

Nance puts finance work on those boards and keeps it current. Findings become items, approvals become a status with an owner, and the month-end close becomes a board you can watch move. Because Nance does the underlying work in your accounting system, the board updates when the work actually completes, not when someone remembers to drag a card. Finance stops being the department you have to ask and becomes a status anyone can read.

Why connect Nance to monday.com.

The connection and the colleague in one

She reads monday.com, applies your rules and does the actual finance work in your accounting system.

Nothing posts outside your rules

You decide what runs automatically and what waits for approval. Every action logged, with the why attached.

One agent across the stack

Payments, commerce, CRM, spend and inboxes: one set of rules and a full audit trail between them.

Up and running in three steps.

  1. Connect

    Through the official monday.com API, with scoped access. Nothing to install and nothing to migrate.

  2. Set the rules

    What she books on her own, what waits for you, who approves. Start anything as a Test Run: a read-only preview first.

  3. She works daily

    What arrives in monday.com is read, matched and booked in your accounting system. Exceptions come to you with context.

What Nance automates with monday.com

Findings become board items

A missing document, a booking to review or an unmatched payment appears as an item on the board you choose, with the context attached.

Approval flows on the board

Items waiting on a decision sit in their own status, assigned to the person who owns the call, so an approval is a column to watch instead of an email to find.

Status updated by the work itself

When the underlying item is resolved in the accounting system, Nance moves the board item along. The board tracks reality, not whoever remembered to update it.

The close as a board

Month-end runs as a set of items moving through statuses, so the close has a visible shape instead of living in a spreadsheet only finance understands.

Context inside every item

Each item carries the finding, the amount in question and a link to the underlying entry, so nobody has to leave the board to understand it.

Visibility beyond finance

Operations, management and project leads see the status of invoices and approvals that touch their work, without asking finance for an update.

Access and security

  • No bank connection, no bank credentials, ever
  • Her own user account with scoped permissions
  • Every action logged, visible and attributable
  • Test Run: read-only preview before anything changes
  • Hosted on Google Cloud in the EU
  • Your data never trains AI models

Frequently asked questions

Connect monday.com to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

Most monday.com connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads monday.com, applies your rules and does the actual finance work in your accounting package, with approvals where you want them and every action logged.

Security is part of the job.

Nance works inside your financial systems, so we treat protecting them as core product work. The live details are public in our trust center.

Encrypted everywhere

AES-256 at rest, TLS in transit.

GDPR compliant

a standard DPA with every plan.

ISO 27001

certification in finalization.

Hosted in the EU

on Google Cloud, by default for everyone.

Never trains AI models

your data stays yours alone.

Payments stay at your bank

Nance prepares the batch, you release it.

Hire Nance.

Connected to monday.com in an afternoon, and we walk you through it.