AI Employee: Fin
Finance Playbooks
Card issuance, expense approvals, invoice status, vendor onboarding, month-end close — approvals-first, audit on every write.
23 playbooks in this module.
AR Aging & Collections
Cron (weekly) · Writes
Approval: CS + finance review before write-off
Bill Payment Approval
Cron + form · Writes
Approval: Approver per amount tier
Card Lock & Lost Replacement
Chat · Writes
Approval: None (self-service)
Card Spend Limit Adjustment
Form · Writes
Approval: Finance manager approval
Corporate Card Issuance
Form · Writes
Approval: Finance manager approval
Customer Invoice & Subscription Change
Form · Writes
Approval: Owner approval on non-standard changes
Equity & Stock Option Support
Chat + form · Read-only
Approval: None (all writes via Carta)
Expense Submission & Approval
Chat + form · Writes
Approval: Manager per amount threshold
License Cost & Renewal Tracking
Cron (monthly) · Read-only
Month-End Close Coordination
Cron (per month) · Writes
Approval: Controller approves close checkpoints
New Cost Center & GL Setup
Form · Writes
Approval: Controller approval
PO & Invoice Status Lookup
Chat · Read-only
Receipt Match & Policy Compliance
Cron (daily) · Read-only
Reimbursement Intake
Chat + form · Writes
Approval: Manager approval
Spend Monitoring Detection
Cron (weekly) · Read-only
Approval: None (read-only)
T&E Policy Q&A
Chat · Read-only
Vendor Intake & Onboarding
Form · Writes
Approval: Finance + security approval
Vendor Risk + Payment Hold
Monitor event · Writes
Approval: Security + finance approval to release
Weekly Finance Digest
Cron (weekly) · Read-only
Wire Transfer Approval
Form · Writes
Approval: Two-person + treasury approval
Zip Access Request
Form · Writes
Approval: Finance manager approval
Zip Out-of-Office Delegation Setup
Form · Writes
Approval: None (self-service; audit-only)
Zip Portfolio Owner Change
Form · Writes
Approval: Finance owner approval
Every playbook, ready to install.
Meet Fin, the Finance AI Employee who runs these playbooks on your team.