Finchflow brings agentic automation and finance together. Book one on its own, or both.
~/services/automationAI
Agentic Automation
Claude as your company’s command center, connected to your systems, servers and workflows.
/01 · WorkflowRunning
For example
A client meeting wraps up. An agent grabs the transcript, analyzes it and logs the key info, the action items and the transcript itself in your CRM. Nothing gets lost, and everything’s there when you need it.
If you want, it also drafts the first documents straight from the conversation.
For example
You write: “When an invoice comes in, check it and file it in accounting.” The system builds the workflow, tests it and takes it live.
Need a new agent? Describe it the same way, and the system builds it for you.
For example
You say: “Get me ready for the client meeting on Project XY.”
Normally that means digging through Slack, email, the CRM and accounting, which easily adds up to hours. The system pulls it all together in minutes and preps the meeting for you, as a slide deck if you like.
If needed, it also creates tasks or updates your systems along the way.
For example
This very website. I want to tweak a panel, add an animation or swap an image. I tell my system, and a minute later it’s live.
~/services/financeFinance
Finance
Clean numbers as the foundation, so your automation runs on real data.
/02 · ReportingActualPlan
For example
Receipts land in your books automatically, invoices go out with a single sentence, and you always know where you stand. That’s how my own bookkeeping runs.
For example
By the fifth business day after month-end, your P&L, cash position and budget vs. actuals are ready at the push of a button. Then we go through the variances together.
For example
Your margin is shrinking. We figure out whether pricing, purchasing or headcount is the lever, and decide what has to change to get your business back on track.
For example
Your next funding round comes with due diligence. I prepare it with you before things get serious and guide you through the whole process.