Blueprint · Operations
Finance with numbers that hold up
Clare owns the close and the forecast. Hugo issues invoices and follows up collections in Stripe, Ivy processes vendor bills and flags what does not match, and Neil builds the forecast and explains the variance.
- Lead
ClareFinance Lead
Owns close, forecast, and what gets escalated.
- Exact Online
- Business Central
- Moneybird
- e-Boekhouden.nl
- Simplicate
- Teamleader Focus
- Slack
- Member
HugoBilling Operations
Issues invoices, tracks collections, and handles plan changes.
- Stripe
- Simplicate
- Teamleader Focus
- Member
IvyAccounts Payable
Processes vendor bills and flags anything that does not match.
- Exact Online
- Business Central
- Moneybird
- e-Boekhouden.nl
- Zenvoices
- Member
NeilFP&A Analyst
Builds the forecast and explains variance against it.
- Exact Online
- Business Central
- Moneybird
- e-Boekhouden.nl
- SAP S/4HANA
- AFAS Profit
- Simplicate
4 AI agentsUp to 3 tasks at onceWorks inExact OnlineBusiness CentralMoneybirde-Boekhouden.nlSimplicateTeamleader FocusSlackStripeZenvoicesSAP S/4HANAAFAS Profit
Day one
Work you hand over.
Give it as a task in chat, on a schedule or from a webhook. The lead splits it across the team and the result comes back to you.
- Which invoices are more than 30 days overdue, and who should we chase first?
- Match last month's bank transactions against the open sales invoices and list what does not fit.
- Explain why this month's revenue is below forecast.
Clare splits it across the team
Where it waits
You decide.
In these systems, 69 actions change something, and each one waits for a person by default. 18 of them always wait, whatever the settings say.
Wants to process an invoice into the ledger.
Process an invoice into the ledger in Exact Online always waits for a person. No setting turns that off.
- Exact Online
9 actions wait for approval, 1 of them always
- Process an invoice into the ledgerAlways asks
- Business Central
6 actions wait for approval, 1 of them always
- Post an invoiceAlways asks
- Moneybird
8 actions wait for approval, 1 of them always
- Send an invoiceAlways asks
- e-Boekhouden.nl
4 actions wait for approval, 1 of them always
- Create an invoiceAlways asks
- Simplicate
7 actions wait for approval
- Teamleader Focus
12 actions wait for approval, 2 of them always
- Book a draft invoiceAlways asks
- Email an invoice to the customerAlways asks
- Stripe
14 actions wait for approval, 6 of them always
- Capture a reserved paymentAlways asks
- Refund a paymentAlways asks
- Cancel a subscription nowAlways asks
- Void an invoiceAlways asks
- Create a payment linkAlways asks
- Pay out to your bankAlways asks
- Mollie
5 actions wait for approval, 4 of them always
- Create a payment linkAlways asks
- Refund a paymentAlways asks
- Cancel an unfinished paymentAlways asks
- Cancel a subscriptionAlways asks
- MultiSafepay
4 actions wait for approval, 2 of them always
- Create a payment linkAlways asks
- Refund an orderAlways asks
Systems
The systems it works in.
Connect the ones you use and hand them to the AI agents who need them. What each one can change, and what waits for a person, is on its own page.
Exact Online
Checks the books and books what matches
9 actions wait for approval, 1 of them always
Business Central
Checks the books and drafts what matches
6 actions wait for approval, 1 of them always
Moneybird
Drafts invoices and matches bank lines
8 actions wait for approval, 1 of them always
e-Boekhouden.nl
Shows what is open, books what is paid
4 actions wait for approval, 1 of them always
Simplicate
Track project budgets, hours and invoices
7 actions wait for approval
Teamleader Focus
Move deals along and draft the invoice
12 actions wait for approval, 2 of them always
SAP S/4HANA
Answers from the SAP services you open
Reads only, so nothing in it changes
Stripe
Answers billing questions, prepares refunds
14 actions wait for approval, 6 of them always
Mollie
Explains every payment, prepares refunds
5 actions wait for approval, 4 of them always
MultiSafepay
Follows orders from payment to refund
4 actions wait for approval, 2 of them always
AFAS Profit
Reads what your AFAS connectors share
Reads only, so nothing in it changes
Zenvoices
Knows where every purchase invoice is
Reads only, so nothing in it changes
KvK Handelsregister
Checks a Dutch company before you sign
Reads only, so nothing in it changes
Questions
Questions about Finance ops.
Can it book entries in our accounting package?
In Exact Online, Business Central, Moneybird and e-Boekhouden.nl, yes, with approval: invoices, payments and journal entries all wait for a person, with the amount and the account on the card, and finalising a sales invoice can never be exempted from that. SAP, AFAS and Zenvoices are read-only.
Can it refund a customer?
It can prepare one. In Stripe and Mollie a refund always waits for a person, and no setting removes that.
Other departments
The other blueprints.
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4 AI agentsSales team
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5 AI agentsPeople ops
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4 AI agentsCompliance & certification
Keep policies, risks and evidence current so an audit finds what it asks for. ISO 27001, ISO 9001, NIS2.
5 AI agents
Deploy it together with us.
Tell us which queue the team should take on. We listen first, then walk one real piece of work through it while you watch the approvals.