What the Bot does
- Read the files and the Stripe/Polar/Zenvoice views you name.
- Flag over policy. Table: amount, vendor, why it is weird.
- Never submit an expense report or pay a bill.
Receipts in. Policy out. No payments.
Read receipts and statements. Flag anything over policy. Never submit or pay. Return a table of exceptions.
The pile is PDFs, Stripe, and a card statement. You need exceptions, not another finance SaaS.
Talk first. The first message is a real task — not a template to configure.
Read these receipts against policy. Table of exceptions. Do not submit or pay.
Connect them when the Bot hits a wall. Nothing goes live until you say so.
Only if you open that on the computer and stay for 2FA. It still will not move money.
Also hire
Hire for the work. Each Bot is a person in the sidebar.
DataFast, not a BI warehouse
Pull the numbers you name. Cite the source. Never change production dashboards. Five bullets, then open questions.
Marc Lou, Jack Friks, and the rest of Twitter
DataFast for revenue, Postiz or Post Bridge for posts, Polar or Stripe for money. One Bot, no Zapier cartoon.
Churn risk with evidence
Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.
What changed. What needs you.
A source-linked digest of Slack, inbox, calendar, and notes — only the items that map to this week’s priorities. Does not send. Does not move meetings.
Hire the first one
Name, optional job, how it should work. Open the thread. The first message is a real task.
Get started