Finance with an agent on the books
LiveFinance
Bank statement to ledger, with the accountant’s review in between.
The morning before
Three bank accounts, one statement a day, and an accountant booking each line by hand.
At work
The statement arrives and the routine lines are already booked by the time the accountant sits down. What is new or unusual waits for her, with the reasons laid out.
The agent says
«Four lines booked. One is new to the books — a supplier we have not paid before. That one is yours.»
What it does today
The bank statement books itself, line by line, with the reason for each line beside it.
Group results, balances and who owes what, across every company, answered on the spot.
Month end prepared for the accountant’s sign-off, never closed without her.
The agent
Finance Agent
Keeps the books current and brings the exceptions to the accountant.
Does
- Books the routine bank lines and names the ones it left for a person.
- Answers balance, results and receivable questions from the books.
- Flags duplicate payments, unbalanced vouchers and stale receivables.
Never
- Posts a row the rules and the accountant have not covered.
- Changes a voucher an accountant wrote.
The guard rules are the product. They hold whatever an agent is asked.
See it on your own kind of company, on demo data.
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