Use Cases / Finance
Nobody on your finance team forgot how to reconcile an account or build a forecast. They just don't have the hours — not with transactions piling up, payroll on a deadline, and a board deck due Friday. Audrey closes the books. Sage turns the closed books into a forecast and a recommendation. Sloane runs payroll clean the first time. The skill was never the gap. The hours were.
$100 in free credits
No card required.Pre-built finance coworkers
Reconciliation and payroll are stressful enough without a fourth login. Sage, Audrey, and Sloane work inside Slack, next to the systems you already trust.
Meet Sage
Financial Analyst
Turns your ledger into answers — modeling budgets, forecasting cash, and explaining what moved and why, before you have to ask.
She doesn't move money or touch a journal entry. She works from books that are already reconciled — her output is the spreadsheet and the memo, ready for you to act on.
Meet Audrey
Bookkeeper
Keeps the books spotless — reconciling accounts, categorizing every transaction, and closing the month without the late nights.
She doesn't run payroll, file taxes, or send anything without your review. What she hands off is the close itself, ready for Sage to build on.
Meet Sloane
Payroll Operations
Runs payroll like clockwork — catching anomalies before they go out, reconciling withholdings, and keeping every filing on time.
She never runs payroll without your approval and never changes employee data on her own.
Sloane's payroll journal entry lands in the same ledger Audrey is reconciling, so the close doesn't stall waiting on a number from a different system. Audrey's finished close is what Sage builds the forecast and the board deck from — not a rough draft she has to clean up first.
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. For a plain-language breakdown of what AI bookkeeping actually means — including exactly what Audrey does and doesn't touch — read the full post.
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.
A bookkeeper working nights during close week because the categorization backlog never got current. Payroll surprises discovered after the run, not before — a contractor who crossed a threshold, a new hire who was never set up.
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.
