Quinn handles the invoice triage, the categorization, the approvals, and the weekly digest. She files each entry with a citation trail, escalates anything she's not sure about, and gives your finance team their Sundays back.
Quinn watches ap@flywheel.love and the AP drop folder. New invoices show up here within seconds.
Invoices pile up in finance's inbox. Categorization happens late, payment runs slip, and the books are always two weeks behind reality.
Quinn extracts, categorizes, and files every invoice within minutes of arrival. The books are current; the payment run is one click of approval.
Junior staff miscategorize expenses against the chart of accounts. By month-end, you're untangling a stack of "miscellaneous" entries that should have been routed correctly.
Every categorization comes with a confidence score and the GL reasoning. Anything under threshold gets escalated to the right approver, not buried in "misc."
Exec reporting is a Sunday-night cobble-together from Stripe, the CRM, the bank, and someone's gut. By Monday it's already stale.
Quinn pulls the numbers, writes the digest, and flags the insights worth a conversation. Mondays start with the brief in your inbox, not the spreadsheet.
Tell us where your ops time is going. We'll come back within 48 hours with whether agent automation is a fit and what it costs.
Replies to inbound, drafts your outbound, books the meeting. You set the rules.
See Kate →Client success conciergeAnswers the routine customer questions. Escalates anything past the line, with full context attached.
See Mira →Market intelligenceFinds the leads most likely to close. Scores, qualifies, and surfaces them with cited sources.
See Sloane →Paid media supervisionWatches every ad dollar, makes the micro-adjustments no human can keep up with, maximizes return hour by hour.
See Drew →