Close the books with a Teammate that never skips the evidence.
A FlowGenX Teammate for finance operations. It takes invoices in, chases what's overdue, reconciles payouts to the ledger and assembles the evidence, and it asks before anything leaves the building.
For Controller · AP/AR · FP&A · CFO
Finance Ops TeammateTeammate
Three invoices came in this morning. Two are coded and matched; one needs you.
Gmail
QuickBooksNorthwind Supplies
$12,480.00 · matched to PO-2291 and receipt
Acme Logistics
$3,215.40 · coded to 6100 Freight
Brightline Media
$8,900.00 · same amount and date as INV-4459
Capabilities
One accountable Teammate. A bench of specialists behind it.
The Finance Ops Teammate owns each case from request to resolution. It plans the work, hands each piece to a specialist that sees only the data and tools it is allowed to, checks the result, and reports back in the thread. Delegation never widens permissions.
Accounts payable. Reads, codes and matches invoices, and catches duplicates.
Billing & collections. Chases overdue invoices and pauses on disputed accounts.
Close & reconciliation. Reconciles bank and processor activity to the ledger and drafts journals.
Cash & reporting. Cash position, budget against actual and forecasts.
Procurement & vendors. Tracks spend, vendor renewals and expense policy.
Cloud, SaaS & AI cost. Allocates technology spend to owners and tracks savings.
Revenue accounting. Drafts revenue schedules for the Controller to review.
Controls & audit. Routes approvals, enforces segregation of duties and builds evidence packs.
Controls
It does the work. You keep the authority.
The same policy applies in every channel, DM, voice note, routine and specialist. Every decision and action is logged in a trace you can replay and export.
Reads and drafts on its own
Everything else waits for a person or a bounded policy an administrator set.
Approval is bound to the exact action
Amount, recipient and version are locked in. Change any of them and it asks again.
Money moves only through a published workflow
Postings, payments, credits and refunds need the workflow and an authorised human decision.
No self-approval, no closed-period posting
Bank-detail changes need a verified callback and two reviewers.
Timeouts escalate, never approve
A waiting approval survives restarts, and silence is never read as a yes.
Uncertainty opens a case
Decimal arithmetic and deterministic balance checks. It never guesses a posting.
Works in your stack
It starts with these apps and reaches the rest of the 250+ through the same governed connectors. Your systems of record stay authoritative.
QuickBooks
StripeGmail
Slack
HubSpotCSV & file importNext: NetSuite · Xero · Outlook · SharePoint · Cloud billing exports
Frequently asked questions
Be first to deploy
the Finance Ops Teammate.
Tell us the systems you run and who approves. Pilots start in shadow mode, then drafts, then bounded actions.