CARLY FOR FINANCE & OPS
Using Carly AI to Automate Finance and Ops
CC Carly on the close calendar and last week's QuickBooks transactions land in the GL, the Stripe-to-Xero variances post to #finance, the under-threshold PO moves same-day, and the close package sits waiting in Microsoft Excel before the meeting starts. She lives inside Stripe, FreshBooks, 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.
QuickBooks → 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 → Microsoft Excel close package 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.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."