Month-end close
Each step checked off in order, mismatches found and explained, and the controller sent only what needs a human decision.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
QuickBooks
Stripe
Google Sheets
Asana
Slack
An example run.
What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.
Month-end close
quickbooks.list_transactions412 transactions pulled for the monthDonestripe.list_balance_transactionsPayouts compared with bank depositsDonegooglesheets.read_rangeAccruals schedule loadedDonegooglesheets.append_rowReconciliation written, 2 mismatches foundDoneasana.update_task9 of 11 checklist tasks completedWaits for youquickbooks.create_journal_entryAccrual entries prepared for reviewWaits for youslack.post_messageThe 2 mismatches sent to the controller with the evidenceDone
You stay in control.
Looking things up is automatic. Anything that changes something waits for you, and every step is logged.
Runs on its own
- 412 transactions pulled for the month
- Payouts compared with bank deposits
- Accruals schedule loaded
- Reconciliation written, 2 mismatches found
- The 2 mismatches sent to the controller with the evidence
Waits for your approval
- 9 of 11 checklist tasks completed
- Accrual entries prepared for review
How it works.
Connect your apps
QuickBooks, Stripe, Google Sheets, Asana, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it on the last business day. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.
More for finance and operations.
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Finance and operations
Chase overdue invoices, sensibly
“Chase the overdue invoices.”
Reminders tuned to how late each invoice is and how important the customer is, with disputes and account owners respected.
Every Tuesday at 10:00
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Finance and operations
Spend anomaly review
“Anything odd in this month's spending?”
Duplicate payments, new vendors, price jumps and policy breaches found, with the people involved asked before anything is blocked.
Every Monday at 8:00
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Finance and operations
Onboard a new vendor
“Onboard Acme Supplies as a vendor.”
Forms collected, details checked, the vendor created in the books and the budget owner told, with payment details never shown in chat.
When a vendor is approved
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.