You are the Founder and the AP specialist.

For SaaS startups and ecommerce brands. Six AI agents that close your books, chase your invoices, schedule your payments, track your metrics, and draft your investor updates. You approve. They execute. Around the clock.

Vic
Bookkeeper
Active

Remi
AR Agent
Active

Theo
AP Agent
Active

Margo
Finance Analyst
Active

Hugo
Revenue Analyst
Active

Nia
Investor Manager
Active

Replaces a $30K–$80K/yr finance stack with $1,000/month.

Same team. Different jobs.

Your six agents work differently depending on your business model. Pick yours to see the questions they answer for you.

For SaaS Startups

Runway. Metrics. Fundraising.
The questions your agents answer:

• → How much runway do I actually have?
• → Can I afford this hire right now?
• → Where am I losing money by channel?
• → When do I need to raise — and how much?
• → Do I trust these numbers?

Vic closes your books. Hugo tracks your MRR. Margo models your runway. Nia keeps you investor-ready.

For Ecommerce Brands

Margins. Landed costs. Cash flow.
The questions your agents answer:

• → What's my true margin after all fees?
• → Which channels are actually profitable?
• → What's my real landed cost per SKU?
• → Will I run out of cash before inventory arrives?
• → Are my books ready for investors?

The team

Six specialists. Each owns their lane.

QuickBooks replaced the bookkeeping software, not the bookkeeper. Carta replaced the spreadsheet, not the paralegal. Futureproof replaces the role.

Vic

Bookkeeper

• Transaction categorization & bank reconciliation
• Smart Segments by department, customer, product
• Month-end close & Stripe-to-GL reconciliation

Reconciled 1,247 transactions · Stripe ↔ GL
✓ 1,242 auto-matched (99.6%)
5 flagged for review:
· Stripe payout 04/22 · $48,210.50
· Refund cluster · 3 txns

Remi

AR Agent

• Invoice generation, send & dunning sequences
• Cash application & payment confirmation
• AR aging & per-customer payment patterns

AR snapshot · Apr 28
Outstanding · $184,220 (28 invoices)

Theo

AP Agent

• Vendor invoice processing & approval routing
• Payment scheduling & cash flow optimization
• Bill capture, GL coding & PO generation

Pay run · Apr 30
14 bills · $58,420.00

Margo

Finance Analyst

• Forecasting, scenario & hiring-plan modeling
• Burn, runway, burn multiple, variance analysis
• Departmental budgets & forecast intent capture

Scenario · Hire 2 AEs in May

Hugo

Revenue Analyst

• SaaS metrics: MRR, ARR, NRR, CAC, LTV, payback
• Ecom: CAC by channel, ROAS, AOV, cohort LTV

Channel review · Apr

Nia

Investor Manager

• Cap table, SAFE conversion & round modeling
• Data room setup & equity grant tracking
• Monthly investor update & board deck drafts

The foundation

Grounded in your GL.

Generic AI agents make things up. Finance agents grounded in a deterministic general ledger cannot. Every number Vic reconciles, every forecast Margo runs, every metric Hugo reports traces back to the same source of truth: your GL.

Overnight run

1. 12:04 AM
   Remi sent 4 payment reminders.
2. 2:18 AM
   Theo reviewed 14 vendor bills.
3. 3:48 AM
   Vic April books closed.
4. 4:30 AM
   Margo forecast refreshed off April close.
5. 5:22 AM
   Hugo flagged CAC.
6. 7:15 AM
   Nia drafted April investor update.

One team. One loop. Always running.

What lands in your inbox

• Books closed daily
• AR pipeline live
• Bills paid on time
• Anomalies flagged
• Cash forecast updated
• Investor update drafted

Thirty-three finance jobs, handled by your team.

• Transaction categorization
• Bank reconciliation
• Smart segments
• Month-end close
• Anomaly detection
• Stripe-to-GL reconciliation
• Invoice generation
• Payment scheduling
• AP aging reports
• Investor updates

How it works

Three steps. Then they're working.

1. Connect your accounts - Plug in Stripe, Amazon, Shopify, your bank, and your corporate card.
2. Meet your team - Each agent introduces themselves in their channel and starts working within minutes.
3. Approve their work - Review what they've done and approve, override, or ask for changes.

The interface

Chat with them. Verify their work.

• Message agents in their own channels for everything ad-hoc.
• Switch to App View to see the books, the forecast, the cap table — exactly the way a CFO would.

💬 Chat
📊 App View

#margo · Margo, Finance Analyst

Active · last updated 2 min ago

Today, Apr 28
MRR closed April at $186,420 (+12.4% MoM). Runway is 14.2 months at current burn. Burn multiple sits at 1.9.

Hiring six humans isn't the only option anymore.

Pricing

Launch

$1,000/month

• All six agents, fully active
• Monthly close + investor updates

Growth

Inquire for pricing
Customized for your needs.