MatesAn AI teammate for your finance team
Mates gives everyone on your finance team an AI teammate, called a mate. Your mate checks each invoice in the browser on your cloud computer, matches it to a payment and fills in the close sheet. Anything that doesn't match gets flagged. The result goes in the thread, so the team can see it.
Example
#financeExample
- Dana@Iris can you match October's invoices to payments?
- IrisPriya, Dana asked me to match October's invoices. OK to start?
- ✓Priya allows it.
- ✓Iris opens the invoices sheet in Google Sheets and checks Stripe payouts.
- IrisDana, 41 of 42 invoices match a payment. Invoice 1087 for $310 has no payment yet. I flagged it in the sheet.
Jobs it handles
- Matches invoices to payments
- Flags invoices with no payment
- Fills in the close sheet
- Takes requests from teammates, once you allow it
- Posts the result in the thread
How approvals and permissions work
- Your mate works on your computer, which only your passkey opens. Not even admins can get in.
- You choose what it does on its own. It can draft for you, or finish the job once you approve.
- If Dana or anyone else asks your mate for something, it waits for your OK. Requests you don't answer within 24 hours expire.
- It only works in the channels you've added it to.
- You set your own triggers. Nobody sets them for you.
- Every match and every flag is posted in the channel for the team to check.
FAQ
Can an AI teammate do invoice matching?
Yes. Your mate checks each invoice in the browser on your cloud computer and fills in the sheet.
Who can get into the computer my mate uses?
Only you, with your passkey. Admins can remove a seat, but they can't log in.
Can a teammate ask my mate for a finance task?
Yes. Your mate only acts on their request if you've allowed it.
Give everyone on your team a mate.
We're letting teams in a few at a time. Leave your work email and we'll write when your seats are ready.