Onboard a new vendor
Forms collected, details checked, the vendor created in the books and the budget owner told, with payment details never shown in chat.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
Gmail
Google Drive
QuickBooks
Google Sheets
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.
Onboard a new vendor
gmail.create_draftRequest for tax and bank forms drafted to AcmeDonegoogledrive.search_filesSigned contract and W-9 found in the vendor folderDonegooglesheets.read_rangeApproved vendor list checked: not yet listedDonequickbooks.create_vendorCreate Acme Supplies with terms net 30Waits for yougooglesheets.append_rowAdded to the approved vendor listWaits for youslack.post_messageBudget owner told the vendor is ready to useWaits for you
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
- Request for tax and bank forms drafted to Acme
- Signed contract and W-9 found in the vendor folder
- Approved vendor list checked: not yet listed
Waits for your approval
- Create Acme Supplies with terms net 30
- Added to the approved vendor list
- Budget owner told the vendor is ready to use
How it works.
Connect your apps
Gmail, Google Drive, QuickBooks, Google Sheets, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it when a vendor is approved. 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
Month-end close
“Run the month-end close.”
Each step checked off in order, mismatches found and explained, and the controller sent only what needs a human decision.
On the last business day
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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
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.