CARLY FOR FINANCE & OPS
Close the Books Without the Manual Entry
Last week's QuickBooks transactions post to the GL, Stripe-to-Xero variances show up in #finance, and under-threshold POs move the same day. The close package is in Excel before the meeting starts.
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
Square 
Flutterwave Precoro 
Zoho Books 
Zoho Invoice 
YNAB Google Sheets Slack Gmail 
DocuSign Microsoft Excel Microsoft Excel 
Outlook 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."