Finance

Financial oversight, on schedule

Account monitoring, revenue tracking, and financial reporting — automated.

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Numbers that
find you.

Stop chasing data across platforms. Eli brings the numbers to you.

Daily balance check

You log into three different banking portals every morning.

Eli checks balances across all accounts and sends a morning summary.

Scheduled: every weekday at 8:00am
Mercury: $842K | Brex: $124K | Stripe pending: $31K
Revenue dashboard

Revenue data lives in Stripe. Expenses in Brex. The full picture takes an hour.

Eli pulls data from all sources and generates a unified revenue snapshot.

Scheduled: every Monday at 9:00am
MRR: $147K (+8.2%) | Churn: 2.1% | Net new: 34 accounts
Transaction monitoring

Unusual transactions slip through unnoticed until month-end reconciliation.

Eli monitors transactions in real-time and flags anomalies immediately.

Transaction: $12,400 to vendor not in approved list
Flagged — notification sent to #finance with context
Financial reporting

Board-ready financial reports take days to compile from multiple sources.

Eli generates formatted reports with charts, comparisons, and commentary.

Scheduled: last Friday of each month
Monthly financial report generated — P&L, burn rate, runway

Pre-built agent recipes

Financial workflows that run on autopilot. Connect your accounts and go.

💰

Financial Health Check

Daily snapshot of balances, burn rate, and runway across all connected accounts.

Runs daily
📈

Revenue Dashboard

Weekly MRR, churn, and net-new analysis pulled from Stripe and your billing system.

Runs weekly
📝

Meeting Prep Brief

Generates a financial summary with key metrics before board or investor meetings.

Runs before meetings

Works with your financial stack

Ship faster.
Sleep better.

600 free credits. No credit card.Your backlog won't fix itself.