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It drafts. You approve. The books stay yours.

The Finance & Back-Office shelf: invoices out, bills in, collections, close prep. Human approval is the default wherever money moves.

See products for FinanceBook a demo

Filter11 products

PlanGrowth

01 — Problem / 3 costs

What close and AP cost while they stay on a person.

Finance is the one department where an unreviewed output is a restatement, not a typo. That is why the cost is paid in evenings rather than in software.

  • Close still lives in a spreadsheet and a Slack channel named #month-end.
  • Vendor PDFs sit in a shared inbox until someone keys, codes, and routes them by hand.
  • “The model is usually right” is not a sentence you can file with an auditor.

02 — Shelf / 6 of 11 products

A filtered shelf for Finance.

Query-backed from the catalog — not a hand-picked list. Hours on each card are catalog math at a stated volume, not a customer result.

See products for Finance

03 — Week one

What changes in week one for Finance.

Not a roadmap and not a rollout plan — the first week as it actually runs, with the part that stays yours named.

Week one you authorize the ledger and the AP mailbox, and every draft lands in an approval queue instead of in the books. A bill arrives extracted, with the source document cited beside each field, and a named person clicks before anything posts. You keep the awkward collections call, the one-off tax payment, and any vendor nobody has ever mapped.

04 — Integrations / 12 connectors

Typical connectors on this shelf.

Taken from the products that actually match the filter. An integration with no product behind it is not coverage.

Named on the cards, not yet in the connector directory: Relay, Expensify (import-only for a cutover), Avalara, Plaid (optional), Wise. Those marks are systems the products talk about — they are not customers.

Connector marks are not a logo wall. QuickBooks is not a customer.

05 — Effort

What it takes, and what it will not do.

Setup minutes are a published number. Prerequisites are the connectors on the card plus a named approver wherever money moves.

Nothing posts until a named person clicks. You will still own the awkward call, the one-time tax payment, and any vendor that has never been mapped.

Products in this filter
11
Median published setup
45 minutes — catalog figure, not a customer study.
Slowest published setup
120 minutes on this set. Packs take longer. We do not round that down to “under an hour.”
OAuth required
8 of 11 are connected — you authorise the system on the card; you do not map fields.
Self-hosted on this set
1. Those run on your keys and consume no credits.
Recommended plan
Growth. Growth is the trial tier and the first plan with a 12-month audit-log retention. Finance work that posts to the books should not start on a thinner log.

Start

Fourteen days of Growth. No card. 25,000 credits.

If you already know the SKU, open the shelf. Demo is for Scale, Enterprise, and anyone whose MSA requires a human on the call.

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No card required for the trial.