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Solutions FinanceFinance agents, built and run by Machine-like

Get paid.Forecast accurately.Close on time.

Machine-like builds and runs finance agents for small businesses. They chase overdue invoices, put your cash position in your inbox every morning, and prep the month-end close for your bookkeeper. Nothing pays, posts, or sends above your limits without you.

Start my free trial Find my first workload
Works in
QuickBooks Online, Xero, Stripe, Gusto, BILL
You approve
Payments, entries above your limit, messages to key accounts
Free trial
14 days. No card, no setup fees.
After
$249 a month per workload
Sample daily cash brief for a fictional company, printed by a Machine-like finance agent, with one vendor payment run held for approval.
Cash & collections · daily 07:00Sample data
Sources
5 linked
Entries read
1,284
Needs you
1
Cash briefNorthline Studio LLCOperating + reserve
Run 0612Tue 06 Oct 202607:00 ET
Bank balance 07:00184,220.16+
Stripe payout 10/0512,480.00+
Invoice 1038 paid6,200.00+
Cash today202,900.16◇
Expected in · 30 days24,300.24+
Payroll · Gusto 10/0941,300.00−
AP run · 12 bills14,280.00−
Projected · 30 days171,620.40*
AR over 30 days38,450.00#
Reminders staged4#
Needs you1#
Sample · fictional companyMachine-like · governed
Needs you · above your limitAP-0612

Vendor payment run · 12 bills · $14,280.00

Your limit for payments without review is $10,000. This run is over it, so nothing has been paid.

Approved by you at 07:04. Released to BILL and logged to the audit trail.
run 0612 · 41s · 1 held for approvalSee every output

Machine-like agents already run work for these teams

LakeFitDEGREECourseCareersEspresso AIReinstein Law FirmCustomer Science GroupAlarm New England

What eats your finance week?

Tap what sounds like you. We'll point you to the workload to start with, what it costs, and what your trial will prove.

What eats your finance week?

Two finance workloads. Scoped and priced.

Each is a complete job an agent owns end to end, made of the workflows that job needs. Start with one. Add the second when the first one earns it.

WL-CASHBest first workload

Cash & collections

Gets you paid and tells you where you stand. Your cash position lands every morning, and overdue invoices get worked every weekday.

  • WF-1Morning cash briefDaily · 7:00 a.m.
  • WF-2Overdue invoice follow-upWeekdays · 8:00 a.m.
Connects
QuickBooks Online or XeroStripe or SquareGustoBILL or RampGmail or Outlook
Hands back
A one-page brief with cash today, a 30-day projection, and scheduled payroll and bills. Reminders drafted in your voice with a payment link. A weekly aging summary.
Stops for you
Messages to key accounts, anything past 60 days, any change to terms. It never moves money.
In a 14-day trial
24 runs: 14 morning briefs and 10 reminder runs
$249/ monthStart here
WL-CLOSEBest added second

Close prep

Your month-end, prepared for review. Your bookkeeper signs off instead of starting from scratch.

  • WF-1ReconciliationsMonthly · from the 1st
  • WF-2Close packageStaged for sign-off
Connects
QuickBooks Online or XeroBank and card feedsStripePayroll exports
Hands back
Bank and card reconciliations, matched payouts, flagged drift, and a close package ready for sign-off. Catch-up runs if the books are behind.
Stops for you
Entries above your limit. Final sign-off stays with your bookkeeper or CPA.
In a 14-day trial
0 or 1 package, depending on where month-end falls
$249/ monthSee the timing

Run both$498/ month

  • Add a third workload from any team and each drops to $199
  • No setup or integration fees
  • Cancel any time
See pricing

Managed means we carry it. Machine-like builds each workload, runs it in production, and fixes it when a bank feed or login breaks. You read the output and approve what matters.

month six included, no second job for you

Pick work that proves itself in 14 days.

A daily workload hands you a stack of finished work to judge. A monthly close might hand you one package, or none, depending on where month-end lands.

Show trial runs for
24runs of finished work in your trial
Mon · Oct19
$204.6kbrief · 7:00
6 remindersstaged · 8:00
Go-live
Tue20
$207.3kbrief · 7:00
3 remindersstaged · 8:00
Wed21
$199.8kbrief · 7:00
4 remindersstaged · 8:00
Thu22
$211.4kbrief · 7:00
2 remindersstaged · 8:00
Fri23
$170.9kpayroll out
5 reminders+ weekly aging summary
Sat24
$170.9kbrief · 7:00
Sun25
$170.9kbrief · 7:00
Mon26
$176.2kbrief · 7:00
4 remindersstaged · 8:00
Tue27
$181.5kbrief · 7:00
3 remindersstaged · 8:00
Wed28
$167.4kAP run out
2 remindersstaged · 8:00
Thu29
$172.8kbrief · 7:00
3 remindersstaged · 8:00
Fri30
$179.3kbrief · 7:00
4 reminders+ weekly aging summary
Sat31
$179.3kbrief · 7:00
Sun · Nov1
$179.3kbrief · 7:00
Decide

Sample calendar. Your agent goes live Monday, October 19. The cash brief prints every morning, weekends included, and reminders go out every weekday. That makes 24 runs to judge before day 14.

  1. Before

    Scoping call

    We learn the job, the tools, your rules, and what done looks like.

  2. Before

    Connect your tools

    You authorize access. We build and test the agent on our dime.

  3. Day 1

    Agent goes live

    The 14-day clock starts. Finished work starts landing.

  4. Day 14

    You decide

    Keep it at $249 a month, or walk away. You owe nothing for the build.

Every run ends in something you can check.

No dashboard to babysit. Each run produces a draft, a package, or a receipt you can read in a minute and forward to your accountant.

Samples use a fictional company. Real outputs carry your data and stay in your systems.

Sample · fictional company
Draft · Cash & collections · run 0612Staged for approval
ToDana Ruiz, Harborline Coffee Co.
SubjectInvoice 1042 for $4,800, 31 days past due

Hi Dana,

Invoice 1042 for $4,800.00 was due on September 5 and is still open on our side. You can pay it here:

Pay invoice 1042

If it's already on its way, thank you, and please ignore this. If something is holding it up, reply here and I'll sort it out.

Thanks,
Sam Okafor
Northline Studio

RuleReminder 2 of 3 · 31 to 45 days · friendly tone
SourceQuickBooks invoice 1042 · Stripe payment link
Why it waitsFirst sends wait for you during the trial
Close package · October 2026 · Northline StudioReady for sign-off
Operating account reconciliation$0.00 diffReconciled
Business card reconciliation$0.00 diffReconciled
Stripe payouts to deposits31 of 31Matched
Undeposited funds$1,240.00 · 2 itemsFlagged
Clearing account drift$86.40Flagged
Payroll journal from Gusto$82,600.00Approved
Accruals2 entriesWaiting for you
Prepared Nov 1 · 06:12 ET2 flags · 1 waiting · for your bookkeeper
Audit receipt · entry 2214recorded
Action
Matched Stripe payout to invoices 1039 to 1041
Amount
12,480.00
Source
Stripe payout, Oct 5 · bank feed deposit, Oct 5
Rule
payout-matching v3 · your rule set
Approval
Not required · no money moved
Agent
Close prep · run 0611
Logged
2026-10-06 07:12:04Z
✓ Traceable to sourceExport · CSV · PDF
Held · not the agent's callEXC-0419

Brightway Supply changed its bank details.

The change came in by email on Oct 5. Your next payment to Brightway is $3,120.00 on Oct 8, inside the held AP run. Changed bank details are a common fraud pattern, so the agent won't guess.

Suggested next steps

  1. Call Brightway at the number already on file, not the one in the email.
  2. Confirm the new account and routing numbers by voice.
  3. Mark verified here. The payment moves into your approval queue.

Works in the tools you already pay for.

Your ledger stays the system of record. Agents connect through access you authorize, do the relay work between systems, and write back where you say.

PaymentsPort A1
  • StStripe
  • SqSquare
  • PPPayPal
Bills and spendPort A2
  • BiBILL
  • RaRamp
PayrollPort A3
  • GuGusto

System of record

Your ledger

Every entry lands here, with a receipt. Nothing moves to a new platform, and your team learns nothing new.

QuickBooks Online L1
Xero L2
Banks and cardsPort B1

Your bank and card feeds, read through your ledger's existing connections.

Inbox and filesPort B2
  • GmGmail
  • OuOutlook
  • GSGoogle Sheets
  • ExExcel
TeamPort B3
  • SlSlack

Ask for a report or approve from a thread.

Don't see your tool? If it has an API, it's a candidate. We confirm on the scoping call.

Browse integrations

You set the limits. The agent works inside them.

Drag the limit. Anything above it waits for one click from you. Payments always wait during your trial.

$10,000per action

3Run on their own, logged
4Wait for you

Trial mode is on. During your 14-day trial, no agent can pay, refund, or transfer money. Payments are staged for you to release.

Today's actionAmountStatus
Categorize 23 card transactionsentry · from your categorization history
2,140.55Runs · logged
Accrue October software spendentry · 6010 Software subscriptions
860.00Runs · logged
Send reminder for invoice 1042message · reminder 2 of 3
4,800.00Runs · logged
Record Stripe payout matchentry · payout-matching v3
12,480.00Waits for you
Post payroll journal from Gustoentry · pay period ending 10/09
41,300.00Waits for you
Release vendor payment run, 12 billspayment · BILL
14,280.00Waits · payment
Refund order 2291payment · Stripe
1,250.00Waits · payment

Approval limits

Set per action type. The agent respects them on every run.

Exception queue

Unmatched deposits, likely duplicates, changed bank details. Parked with context, never guessed.

Audit receipts

Every entry, match, and message is logged with its source, rule, and approver.

Your no-go list

Accounts it never touches, customers it never emails, codes it never uses.

Your data

Access you control. Data that stays put.

  • Access you can revokeConnections run through authorizations you grant and can revoke at any time. Agents never hold your raw logins.
  • Only what the job needsEach agent gets the narrowest access its workflow requires, and nothing else.
  • EncryptedData is encrypted in transit and at rest.
  • Never used for trainingYour financial data is never used to train AI models, ours or anyone else's.

Your accountant can trace every number.

Your bookkeeper reviews instead of keying. Your CPA opens books with a receipt behind every entry. Judgment, sign-off, and tax stay with them.

  • Your bookkeeperReviews staged work instead of typing it in.
  • Your CPAGets clean, traceable books and a close package every month.
  • YouApprove what matters. Skip the Sunday spreadsheet.
Forward to your bookkeeper or CPA1 min read
Hi, we're starting a 14-day free trial of Machine-like, a managed service that runs AI agents on some of our finance work. Here's what it will and won't do:
  • It stages reconciliations, payout matching, invoice reminders, and a month-end close package for review.
  • It can't pay, refund, or transfer money during the trial. Entries above our limit wait for approval.
  • Every action is logged with its source, the rule applied, and who approved it.
  • Access runs through connections we can revoke at any time.
We'd like you to review the close package each month. Happy to add you as a reviewer.
Copied

For bookkeepers and fractional CFOs

Run Machine-like across your client book. One setup, and every client's close is prepared the same way.

Talk to us

What owners ask before they start.

Money, access, your bookkeeper, and what happens after day 14.

Will this replace my bookkeeper?

No. It takes the keying, matching, and chasing off their plate. They review and sign off instead of building from scratch, and every entry has a receipt they can follow.

Can the agent move money?

Not during your trial. Agents stage payments and draft messages, and you release them. After the trial, payment actions still wait behind limits you set, and autonomy only grows as far as you allow.

Is our financial data safe?

Your data stays in your systems. Agents reach them through connections you authorize and can revoke at any time, use only the access their workflow needs, and log every action. Data is encrypted in transit and at rest, and it's never used to train AI models.

Our books are behind. Can we still start?

Yes. Part of the build is finding which sources can be trusted and fixing the gaps that matter. If the books are behind, the first close prep runs include catching them up.

Do I need QuickBooks or Xero?

Those are the most common. If your ledger has an API, it's a candidate. We confirm on the scoping call.

Which workload should I start with?

Usually Cash & collections. It runs every day, so your trial produces plenty of finished work to judge. Add Close prep second.

What happens when the agent isn't sure?

It stops and sends the item to your queue with the context you need to decide. In finance, guessing is not a control.

What does it cost after the trial?

$249 a month per workload for one or two workloads, or $199 each for three to five. No setup or integration fees, and you can cancel any time.

What do you need from me?

A scoping call, access to the tools involved, the rules you follow today, and one person who can approve. We handle the rest.

Free trial · no card · no setup fees

Let's get back to the work of humans1

We run your agents. You run your business.

Start my free trial Or see a demo first