CARLY FOR FINANCE & OPS
Carly is the finance and ops teammate who ties out the numbers while you sleep
CC Carly on the close calendar and last week's Brex transactions land in the GL, the Stripe-to-Xero variances post to #finance, the under-threshold PO moves same-day, and the close memo sits waiting in Notion before the meeting starts. She lives inside Stripe, Brex, NetSuite, Xero, Precoro — no extra dashboard, no copy-paste between tools.
Watch Carly actually do the work
One email to Carly. She runs the play across your stack and replies when it's done.
Brex → GL codes applied → categorized rows in the Expense Ledger
See the prompt →Stripe → Xero match → anything over $50 posts to #finance with a JE
See the prompt →Precoro → policy check → Slack ping to the right approver with a 2-line summary
See the prompt →NetSuite + Stripe → Notion memo with revenue, OpEx variance, and runway
See the prompt →Carly works in the tools you already pay for
Wire her into your payments, ERP, and accounting in a couple of clicks. The rest of your stack — Bill, Zoho Books, Sage, whatever the month-end calls for — is one connection away when she needs it.
— and so many more
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page