← use cases · construction · finance and cash flow
Your numbers up to date, just by asking like you would a bookkeeper.
Deposits received, materials paid up front, invoices pending: knowing what's really available means calling the bookkeeper.
It reads the accounts, answers questions in plain language, produces a weekly update (receipts, due dates, discrepancies) and flags anomalies.
for example, constructionBefore ordering materials for a big job, you ask whether cash flow allows it without waiting for the next deposit.
it readsaccountingbank
To get started: Read access to the accounts (Pennylane is already connected, Sage connects too).
try it on a real case →Progress payments paid months late.
The balance for a job delivered last month is chased automatically, with the handover report attached.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
