Department
AI employees for finance
Finance teams lose hours to data entry and reminders. AI employees for finance record bills from email into your ledger, match payments and chase overdue invoices, with a manager approving anything that leaves the company. Tally and Razorpay are coming soon.
Roles in this department
AI bookkeeper
An AI bookkeeper handles the routine side of the books. It collects bills from email, records them in your Google Sheets ledger, matches payments and prepares a monthly summary for your accountant. It does not file returns or give tax advice. Tally is coming soon.
AI collections agent
Chasing overdue payments is necessary, repetitive and easy to put off. An AI collections agent, hired on Staff.work as a finance staffer, checks your invoice sheet every morning, writes polite reminders matched to how late each invoice is, and sends them once a manager approves.
Example workflows
- Overdue invoice reminders: daily at 10:00, find overdue invoices, write reminders, approve, send from Gmail.
- Bill capture: when a bill reaches the accounts inbox, record it in the ledger sheet with GST.
- Month-end pack: on the last working day, summarise entries and open questions for the CA.
Questions
Does it file GST returns?
No. It keeps records and prepares summaries. Filing and advice stay with your accountant.
Is Tally supported?
Tally is coming soon. Until then, the ledger lives in Google Sheets.
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