All workers

Follows up on overdue invoices with the right tone, escalates when needed, and logs every reply.

Categorises transactions, matches receipts, and prepares a month-end close checklist for your accountant.

Builds a rolling 13-week forecast from your books and bank feeds, and flags shortfalls early.

Checks every expense claim against policy, asks staff for missing receipts, and approves the clear ones.

Spots customers who are slipping, recommends payment plans, and drafts the conversation for your team.