Nance
NanceNotion

Nance + Notion.

Work & knowledge

Your spend policy, budgets, supplier lists and runbooks live in Notion. Nance reads them as working context for finance decisions, and keeps them honest against the administration.

Your team wrote it all down once. The spend policy, the approval limits, who owns which supplier, how month-end is supposed to go. It lives in Notion, it was accurate the week it was written, and nobody making finance decisions actually opens it. So the policy says one thing, practice does another, and the wiki slowly turns into a museum of how the company used to work.

Nance closes that gap from both sides. It reads your Notion pages as working context, so the rules and budgets you documented are applied when invoices, expenses and payment decisions come through. And it writes back: wiki pages updated when reality changes, findings and open items logged in the databases your team already checks. The finance work itself happens in your accounting system; Notion is where Nance learns how you want it done, and shows what it found.

Why connect Nance to Notion.

The connection and the colleague in one

She reads Notion, 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 Notion 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 Notion is read, matched and booked in your accounting system. Exceptions come to you with context.

What Nance automates with Notion

Policy-aware decisions

Approval limits, spend rules and travel policy written in Notion are read and applied when invoices and expenses come in, so the policy page stops being decorative.

Budgets as context

Budget pages and planning docs in Notion inform how Nance judges incoming costs: it knows what a line was supposed to be before deciding what to do with it.

Supplier list consulted

Payment terms, contacts and agreements in your supplier database are checked when invoices arrive and reminders go out, so the administration follows what you agreed.

Finance wiki kept current

When a process changes, a new entity, a new ledger mapping, a new approval flow, the relevant Notion pages are updated instead of quietly going stale.

Findings logged where the team works

Open items, anomalies and questions for colleagues land in the Notion database your team already checks, not in a report nobody opens.

Runbooks followed

Your month-end checklist in Notion becomes a worklist Nance actually walks through, ticking off what it handled and flagging what needs a human.

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 Notion to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

Most Notion connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads Notion, 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 Notion in an afternoon, and we walk you through it.