CFO
Multiple entities, a close that eats the month, a board that wants answers today. Nance carries the operational layer and keeps the picture current.
For CFOs →Nance does the daily grind and brings you the exceptions.
The queue, the bank, the chasing, the questions from everyone. Nance works the day before it starts. You get the two things that need a person.
This morning, workedLive
- Bank lines matched212 · 3 open
- Invoices booked41
- Reminders sent6
- Waiting on you2
Refreshed 08:12 · the exceptions are in your chat
Employee of the month at finance teams across the world
A morning with Nance on the team.
- 07:00
Invoices collected
Overnight arrivals pulled from the invoice mailbox and the supplier portals, coded and booked.
- 07:30
Bank matched
Yesterday's transactions matched to invoices. Two left open, each with the reason.
- 08:00
Reminders out
The overdue list worked in your tone. One disputed invoice parked for you with the thread.
- 08:30
Approvals asked
Three bookings above threshold sent to their approvers with the document attached.
- 09:00
You open the laptop
Two items wait for a person. The rest is done and says why.
You decide what she does on her own.
- Payment runs arrive prepared and checked. You release at your own bank; she never holds bank credentials.
- A supplier whose bank account changed since the last payment is flagged before money moves.
- Anything new can start as a Test Run: a read-only preview before she changes a thing.
Chase overdue debtorsTest Run · read-only
- Would send 6 reminders€18,410.00 outstanding
- Would escalate 1 account, 62 days€4,220.00
- Would skip 2 accounts on a payment planper your rules
Nothing sent, nothing changed. Approve to let her run it for real.
The daily grind, running itself.
Invoices collected and bookedPulled from mailboxes and supplier portals, coded on your rules, booked in your accounting system.
Bank reconciled overnightBank transactions from your accounting system matched to invoices, part payments included; the unmatched ones wait in your queue.
Debtors chased in your toneReminders on your schedule from your own address. A disputed invoice comes to you with the thread.
Approvals routedAbove your threshold she asks the right person in Slack, Teams or WhatsApp, and chases when it goes quiet.
Payment runs preparedThe batch ready for release at your own bank; a changed supplier IBAN is flagged first.
Questions answeredWhere an invoice is, what was paid, what is still open: colleagues ask her in chat and get the answer with the document.
“Nance is a fourth colleague on the finance team. That is what we all call her.”
1 working day
a month back, with credit card processing automated in Exact Online
A different desk?
Accountant / partner
Every client administration watched, the recurring checks already done before your team opens the file.
For accountants →You control what Nance does autonomously and what you review.Your data never trains AI modelsISO 27001 in finalizationSecurity →
Hire Nance.
Onboard her this week. Tomorrow morning the queue is already worked.