Walk through a month with Bob from Accounting.

One screen. One full cycle, from the morning scan to the pack that lands on the first.

Every morning · the brief

Every morning starts already handled.

Overnight Bob reads the inbox and the bank, codes what landed, and scores the business. Thirty of these mornings make a month where nothing piles up.

Health 88 · everything handled overnight
Any Tuesday · Guardian

Some mornings he catches something.

A typosquatted "Amaz0n" invoice. A CEO-impersonation wire. A duplicate from Staples. You'd never have looked. Bob already did.

$94,647 saved to date · 347 scans
Any Tuesday · your call

He flags it. You decide.

One tap blocks the fake invoice and reports the domain. Bob never moves money on the big things without your yes. That line does not move, in week one or week four.

$4,299 blocked · domain reported
Week two · an anomaly

"Your AWS bill jumped 340%."

You would have found this at close, six weeks late. Bob saw it the morning it happened, compared it to six months of history, and drafted the dispute email.

$2,400 flagged · dispute drafted
Week three · before it renews

"WeWork auto-renews in 14 days."

Bob watches your contracts across the whole month so nothing renews quietly at a worse rate. Two weeks to renegotiate, not two days.

$9K/mo contract · 14 days to act
Payday · every other Friday

Payroll, every cycle, on time.

Gross to net, taxes withheld, W-2 and 1099 together, with the cash checked before it runs. You approve once. Bob files it so year end is not a scramble.

3 paid · $14,727 net · taxes filed
Week four · found money

"Pay Acme early, keep $847."

Bob spotted a 2% early pay discount about to expire, picked the cheapest of nine rails, and queued it. Small over one bill. Real over twelve months.

$847 saved · paid via ACH
Month end · the close

Close is a review, not a rebuild.

Because the books were current every single day, there is nothing to reconstruct. The trial balance already ties, drafts are already excluded, and every entry still carries its source. You read it, you post it, you are done before lunch.

In balance · debits equal credits
The first · the pack

The pack lands on the first.

Profit and loss, balance sheet, trial balance and thirteen weeks of cash, as one real document with a figures fingerprint. Two copies with the same fingerprint report the same numbers, so the version you send a lender is the version you kept.

A full month · you made the calls that mattered
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HOME
▦Dashboard ✉Messages
MONEY
➤Payables ◔Insights ~Contracts
TEAM
◷Payroll
BUSINESS
⛉Security
MFMatt Finkle

Good morning, Matt

Here's the pulse of your business right now.
Bob · active
B
0HEALTH
BUSINESS HEALTH SOLID

You're doing well. A few things to tighten up.

Bob scored this in real time
CASH
$02 accounts
MONEY IN
$0this month
TO PAY 1 overdue
$05 bills
COLLECT
$04 expected
PAYROLL
Ready100%
🔔 Bob needs you
Payroll in 3 DaysNEEDS YOU
3 employees. Estimated $21,500.
Due in 3d: Plaid Inc.NEEDS YOU
$2,198.99. Approve before it's late.
✦ Today with Bob
✦
Bob's Morning Brief

38 emails scanned, 7 expenses coded.

FULL REPORT →
⚑
Guardian caught 3 threats

1 critical, drafts ready when you are.

REVIEW →
◔
AWS spike detected

Up 340%. Dispute drafted.

REVIEW →

🛡 Guardian Agent

Last scan 8m ago
Bob · flagging
💰 Money Saved
$0
🔍 Found
0
⊘ Blocked
0
▦ Scans
0
92CRITICAL
Suspicious Invoice from Amaz0n Web Services
Typosquatting: "Amaz0n" instead of "Amazon"
Domain typosquattingFirst-time vendor
$4,29917m ago
98CRITICAL
Phishing alert, "CEO Wire Transfer"
Email impersonating CEO, urgent payment
CEO impersonationExternal domain
BLOCKED$28,500
65HIGH
Duplicate Invoice from Staples #ST-2025-445
Same amount and vendor from 3 days ago
Potential duplicate
$5232h ago

🛡 Guardian Agent

Blocked & reported · your call
Bob · done
✓
Amaz0n Web Services, Invoice #88231
Payment cancelled · vendor reported · domain blocklisted
BLOCKED$4,299
✓

◔ Insights

Bob's observations · AWS spend
Bob · flagged
B
AWS monthly spend↑ 340%
$680Jan
$710Feb
$695Mar
$720Apr
$705May
$3,100Jun
✓ Dispute email drafted and ready to send

~ Contracts

Bob is watching 3 renewals
Bob · heads up
B
WeWork Office Lease$9,000/mo · auto-renews at +8%
14 days
to renegotiate
Figma Annual$1,440/yr
62 days
flagged early
Notion Team$960/yr
88 days
flagged early

Payroll

Running · approved Friday
Bob · executing
Monthly Payroll$21,500
Taxes
-$5,375
Benefits
-$1,398
Net Pay$14,727
SC
Sarah ChenSoftware Engineer
✓ $95,000/yr
MR
Mike RodriguezSales Manager
✓ $85,000/yr
EW
Emily WatsonMarketing Lead
✓ $78,000/yr
Taxes filed · W-2 & 1099 · gross to net handled automatically

◓ Insights

Month end · ready to close
Bob · current
Trial balanceIn balance
DEBITS
$412,880.15
CREDITS
$412,880.15
DIFFERENCE
$0.00
✓ Bank reconciled through the last business day
✓ 214 entries posted, drafts excluded
✓ Accruals and prepaids rolled forward
✓ Thirteen week forecast rebuilt on the new balances
✓ Month end pack generated · fingerprint b3fbde52
B

Bob's Month End Wrap

214HANDLED
9YOUR CALLS
$4,147SAVED THIS MONTH

Every month

That was one month. You made nine calls.

Bob did the rest. Quietly, before it cost you a thing.

One agent, one ledger, every month.

Hire Bob and Bob gets to work on day one.

Hire Bob