Use Cases / Finance
Put a team of AI coworkers on your ledger — closing the books, forecasting cash, and catching every anomaly — so your team spends its time on strategy, not data entry.
$100 in free credits
No card required.Pre-built finance coworkers
Pre-built finance coworkers that live in Slack and Teams. Tag them in a thread and the work comes back where your team already talks — no new tool, no friction.
Meet Sage
Financial Analyst
Turns your ledger into answers — modeling budgets, forecasting cash, and explaining what moved and why, before you have to ask.
Meet Audrey
Bookkeeper
Keeps the books spotless — reconciling accounts, categorizing every transaction, and closing the month without the late nights.
Meet Sloan
Payroll Operations
Runs payroll like clockwork — catching anomalies before they go out, reconciling withholdings, and keeping every filing on time.
Month-end close
Audrey reconciles every account, chases down the exceptions, and assembles a sign-off ready close package — instead of left with a single message in Slack.
Real finance work, handled end-to-end by a coworker that knows your books.
Reconciliation
Point a coworker at your accounts and they match every transaction to the ledger, card, and processor — surfacing the handful that don't line up.
Reporting
Describe the meeting and get a board deck, a variance memo, and talking points — pulled straight from your live numbers and on-brand.
AR / AP
Coworkers track every open invoice, rate what's a collection, and draft the follow-up — so cash comes in without anyone babysitting a spreadsheet.
Finance Integrations
Your coworkers read and write across your accounting software, bank cards, and payroll — plus 900+ more apps through native connectors.
These teams didn't want to build an automation platform — they wanted work done. Here's what they say after using Appy.
"I love the product. I can't not use it now... something like this needs to be part of my daily communication."
"Because it's embedded where I work, it feels conversational, like I'm interacting with my team"
"Appy is helping me go from AI chat, to AI co-creator to the next level of AI co-founder"
"I love the product. I can't not use it now... something like this needs to be part of my daily communication."
"Because it's embedded where I work, it feels conversational, like I'm interacting with my team"
"Appy is helping me go from AI chat, to AI co-creator to the next level of AI co-founder"
Just invite them to your Slack or Microsoft Teams workspace. Tag them in any thread with a task and they get to work — no dashboards, no new logins, and no onboarding sessions required.
Yes. Appy connects to QuickBooks, Xero, NetSuite, and dozens more. Your coworkers can read ledger data, create journal entries, pull reports, and flag exceptions without leaving the conversation.
Your data is encrypted in transit and at rest. Coworkers only access the data you explicitly connect, and you can revoke permissions at any time from your workspace settings.
Your team does — always. Coworkers surface matches, flag exceptions, and prepare the package. A human reviews and approves before anything is posted to the ledger.
No — it replaces the busywork that keeps your accountants from doing high-value work. Reconciliation, reporting prep, invoice chasing, and data entry all happen automatically so your team can focus on strategy and decisions.
Add a team of AI finance coworkers today. One flat fee, no per-seat pricing.
$100 in free creditsNo card required.
