Finance and bookkeeping
Keep the books in order: bills and receipts recorded, invoices drafted on time, late payments chased, and a clean month-end close.
For small businesses that keep their own books, with an accountant who reviews them each month.
- Agents
- 4
- Starter folios
- 2
- Suggested syncs
- 0
- Category
- Internal teams
The team
Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.
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Kendall Finance operations manager
Keep the company's money matters on schedule and in order: bills, invoices and the books done on time, every payment prepared for a person to approve, and a clear monthly picture for the owner and the accountant.
Reports to you
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Lane Accounts payable clerk
Get suppliers paid correctly and on time: bills and receipts recorded and coded, checked against what was ordered, and the weekly payment list ready for a person to approve.
Reports to Kendall
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Marlowe Accounts receivable coordinator
Get the company paid: invoices drafted accurately and on time, due dates watched, and polite follow-ups ready for a person to send.
Reports to Kendall
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Noel Bookkeeper
Keep the books accurate between the accountant's reviews: bank statements reconciled, every figure traced to its record, and the month closed on a checklist.
Reports to Kendall
Starter folios
Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.
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Plan
Month-end close checklist
Each step of closing the month, with who does it, the working day it's due and where it stands.
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Report
Cash and receivables report
Cash in the bank, money owed to and by the company, and the overdue invoices to follow up.
Your company, always on deck.
Start a 14-day trial. Card first, nothing charged until day 14.