Walkthrough · Finance
A month in the finance office
Your AI teammate checks the claims, matches the statements and drafts the reports. Your finance manager reviews the work, makes the decisions, and presents the results to the finance committee and the board.
Without help, the deadline work runs into the evening
A finance month fills up with assembly work: checking mileage logs, exporting the ledger, matching statements line by line, re-keying numbers into templates and writing the same notes again.
Week 1
Mileage claims are checked before they reach your desk
Your AI teammateCollects the mileage forms staff send in, checks each trip against your reimbursement rate and policy, and totals the batch for payment.
Your staffYour finance manager approves the batch and looks only at the claims it flagged.
Close, day 1
The close starts when the files arrive
Your AI teammatePicks up the general-ledger export and the bank and card statements as soon as they arrive.
Your staffNothing yet. The work starts when the files arrive.
Close, day 2
Every bank and card statement line is matched to the ledger
Your AI teammateMatches every statement line to the ledger and lists what doesn't match, with the source of each figure.
Your staffYour accountant looks at the short list and decides each item.
Close, day 3
The routine entries are drafted for your accountant
Your AI teammateDrafts the routine accruals as an import file and stops if anything fails to tie.
Your staffYour accountant reviews the entries and posts them. The ledger stays yours.
Mid-month
Budget updates start from the closed numbers
Your AI teammateRolls the actuals into the budget and the cash forecast, updates the revenue estimate when attendance or state funding figures change, and shows what changed and why.
Your staffYour finance manager and school leaders set the assumptions and make the budget decisions.
Before the meeting
The board report is drafted from the same numbers
Your AI teammateDrafts budget against actual for each school, with plain-English notes on the big changes, and refreshes the dashboard.
Your staffYour finance manager edits the notes and approves the report.
Committee and board
Your finance manager presents the results
Your AI teammateHas the numbers behind every line ready, so a committee member's question can be answered from the ledger.
Your staffYour finance manager walks the finance committee and the board through the results, with time to prepare.
After the board meeting
The drafts are ready early, so the evenings stay free
The hours that went to matching and re-keying go to the work that needs your finance team: explaining results, planning with school leaders, and answering the board.
Walk through another area
Payroll and HRChange forms, timesheet checks and the pre-payroll review, ready for approval each pay period.
PurchasingPurchase requests, budget checks, quotes and approvals, through to a purchase order.
Accounts payableInvoice intake, matching to the order and receipt, coding, approvals and the check run.
Which part of your month would you hand off first?
Send Karl Yoder a note about the recurring work that takes your team the most time, and we can talk through where to start.
