Digital Employees · Reporting
How did last week actually go?
Sales, cash, what customers owe you, what you owe and margin by job, pulled from the systems you already use and tied out. In your inbox and on WhatsApp every Monday, with what changed and why. Nobody has to send you their spreadsheet.
Read-only: never edits your booksEvery number shows its sourceSupervised by a personSee your first report before you commit
Open positionCovered by a digital employee
Financial Reporting Analyst
$103,570 a year, US medianFlat monthly fee
- “Compile financial data from multiple systems”Pulls from QuickBooks or Xero, your bank, your POS and your spreadsheets
- “Reconcile accounts and investigate discrepancies”Ties every number out. What doesn’t tie, it flags
- “Prepare weekly and monthly KPI reports”Your report every Monday, by email and WhatsApp
- “Explain variances and support ad hoc requests”Answers “why?” in plain language, with the source
$103,570 is the US median pay for a financial analyst (BLS, May 2025). In a company without one, the weekly numbers usually land on the owner or the bookkeeper.
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Why
Why should I care, and why right now?
The numbers exist. Putting them together takes days.
They’re in your books, your bank, your POS and three spreadsheets. By the time someone stitches them together, the week they describe is over.
of small employer firms had uneven cash flow in the past year. You can’t plan around cash you only see at month-end.
faced higher costs for goods, services or wages. Higher costs show up first as thinner margins on a job or a product.
Why this week, not at year-end
- Every number lives somewhere else.Your books, the bank, the POS, each location’s spreadsheet.
- The report shows up late.By the time it’s built, the week it shows is over.
- Nothing odd jumps out on its own.A location selling less or a job losing margin shows up only when someone goes looking.
Source: Federal Reserve Banks, Small Business Credit Survey, 2026 Report on Employer Firms (6,500 firms with 1–499 employees, surveyed September–November 2025; financial challenges in the prior 12 months). Salary: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, financial analysts, median annual wage, May 2025.
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What
So what does it do, exactly?
One digital employee. Four jobs. Each one feeds the next.
It starts from what you’d give a new analyst on day one: a read-only login to your books, your bank export and the spreadsheets you already keep.
- 1
Pull
Sales, bank, receivables and bills, from where they already live.
→ TIE OUT · every number arrives with the file it came from.
- 2
Tie out
Checks that sales match deposits and the books match the bank.
→ REPORT · what ties goes in clean; what doesn’t goes in marked.
- 3
Report
Every Monday: the week on one page, with what changed and why.
→ ANSWER · any line in the report is something you can ask about.
- 4
Answer
Your questions, answered in plain language by email or WhatsApp.
→ PULL · what you keep asking becomes a line in next week’s report.
It’s not another dashboard to log into. Your software has reports; someone still has to pull them, check them and read them. This one does all four, and the report comes to you.
A week of work
Your systems have the numbers. It puts them together.
It pulls last week, checks it against the bank, sends you the report and answers what you ask about it.
- You asked what you owe suppliers next week: $38,400 across 9 bills.Answered
- You asked why Oakridge margin is down. Answered with the 3 bills behind it.Answered
- Sent your weekly report by email and WhatsApp.Sent
- Oakridge job: margin down to 18 %, against 31 % estimated.Flagged
- Elm Street showroom: sales down 18 % from last week.Flagged
- A $4,200 deposit has no invoice. In the report as unapplied, not hidden.To review
- Shopify sales tie to bank payouts, after $398 in fees.Ties out
- Pulled last week from QuickBooks, Chase, Shopify and Square.Done
Your digital employee is tying out last week
Asking you
Pine State Supply billed $6,400 over the Oakridge estimate. Track supplier prices against your estimates every week?
Monday report
Sales $96,300, up 6 %. Cash in $91,300, out $83,700. 1 item doesn’t tie out.
Illustration of a week’s work, with made-up companies.
How it looks in different businesses
- A distributorMonday morning: last week’s sales by rep, what came in and what’s past due, against the same month last year.
- An equipment rental companyWhat went out this month, what came back damaged and what to restock before the busy season.
- A business with several locationsSales and cash for each location on one page, without asking each manager for a spreadsheet.
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How
How does each job work, and is it safe?
From where your numbers already live. Nothing to re-enter.
- Its own read-only login in QuickBooks or Xero. You can switch it off anytime.
- Takes files as they are: the bank’s CSV, the POS or Shopify export, the job-costing spreadsheet your team already keeps.
- Never edits. It doesn’t post entries, recategorize transactions or change anything in your books.
Illustrative example, with a made-up business.
It ties out before it reports. What doesn’t tie, it flags.
- Checks sales against deposits, receivables in the books against your aging, and the bank against what’s recorded.
- Shows its work. Every difference comes with the two numbers behind it.
- Never forces a match. No plugs, no adjusting entries. Your bookkeeper decides what to fix.
Illustrative example, with a made-up business.
The week on one page. With what changed and why.
- The numbers you run on: sales, cash in and out, what customers owe you, what you owe this week and margin by job, product or customer.
- Compared with last week and the same week last year, so a change stands out.
- You choose which numbers, which comparisons and which day it arrives. Change it anytime.
Illustrative example, with a made-up business.
Ask it why. Get an answer you can check.
- Plain language, by email or WhatsApp. No report to dig through.
- Every answer cites the bills, invoices or spreadsheet rows behind it.
- If the data can’t answer it, it says so, and a specialist on our team follows up.
Sample conversation on your WhatsApp. Made-up business.
Your digital employee is asking
Try it: tap an answer.
- Weekly report every Monday at 7:00, by email and WhatsApp.
- Compare with last week and the same week last year.
- Anything that doesn’t tie out goes in the report, marked.
Rules learned today: 0
Anything outside your rules reaches you as a question you answer with one tap. Your answer can become a rule. Illustrative example, with made-up companies.
You stay in charge
Your numbers, your rules. You stay in charge.
- Read-onlyIt never edits your books, posts entries or moves money.
- One number, one sourceEvery line says where it came from.
- Nothing hiddenWhat doesn’t tie out goes in the report, marked. Never smoothed over.
- You choose what you seeWhich numbers, how often and compared with what.
- A person supervisesA specialist on our team sets it up and reviews its work.
- See it firstYour first report, built on a month of your data, before you commit.
- Nothing to installQuickBooks, Xero, your bank export and your spreadsheets, as they are.
- Your data stays yoursUsed only for your company. Exportable anytime, deleted when you ask.
Hiring a financial analyst? It covers the weekly report while you hire.
Book a demoQuestions
Before you hand over your numbers.
I already use QuickBooks. Doesn’t it have reports?
It does, for what’s in QuickBooks, and someone has to log in and read them. This pulls from your books, your bank, your POS and your spreadsheets, checks them against each other and sends you the result, with what changed.
My bookkeeper or accountant already does this.
Your accountant closes the month and does your taxes. This is the week, for decisions: what sold, what came in, what’s owed and where margin went. Your bookkeeper gets a short list of what didn’t tie out.
Wouldn’t it be better to hire someone?
The US median pay for a financial analyst is $103,570 a year, before benefits (BLS, May 2025). If you need someone to build models and sit in meetings, hire one. If what you need is a weekly report you can trust and answers about it, the digital employee does that for a flat monthly fee.
Do I have to enter anything?
No. It reads your books, your bank export, your POS and your spreadsheets as they are.
Is it a person?
It’s AI. A specialist on our team sets it up, reviews its work and steps in when a question needs a person. Its answers say they come from a supervised digital employee. It never pretends to be a person.
Can it change my books or move money?
No. Its access is read-only. It never posts entries, pays bills or files anything with anyone. You, your bookkeeper and your accountant do that.
What if a number is wrong?
Every number shows its source, so you can check it. If a source is missing or two sources don’t agree, the report says so. Tell it what’s right, and that becomes a rule.
Where does my data go?
It’s used only for your company, with a read-only login of its own. It reads your data with third-party AI models. Only your company and our team see it. It’s exportable anytime and deleted when you ask.
How much does it cost?
A flat monthly fee. It depends on your setup, so we quote it on the call.
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Now
OK. So what do I do?
The one thing to do
Book a demo. See a Monday report.
A short video call. We show you the digital employee working on a sample company, and you decide if it fits yours.
Book a time
Pick a slot that works for you. It’s a video call, in English or Spanish.
See it work
Pulling, tying out, the Monday report and a question answered, on a sample company. Ask what you’d ask a new analyst.
Decide
If it makes sense, we build your first report on a month of your data before you commit. If not, that’s it.
Every Monday, know where you stand.
Read-only, supervised by a person, in English and Spanish. A flat monthly fee, quoted on the call.