By roleThe job: FinanceHeld by: you
How a finance team uses Intelligence.
Intelligence won’t replace your accounting software. It doesn’t issue invoices or file taxes. It gives finance a live view of the pipeline the sales team already keeps, every amount in your reference currency. Finance also gets full control over what the AI itself spends.
No finance person on staff yet? A founder with a bookkeeper twice a month can still see what the pipeline holds and what the AI costs. Keep the deals current and set the caps once. After that, the dashboard and the ledger follow by themselves. See what it takes over.
Demo workspace. Invented brand and figures.
What finance can open today.
Revenue Follow Up, which turns won deals into billing lines, a P&L and a cash forecast, is in beta and not open to customers yet. What finance can open today reads the pipeline the sales team keeps.
Open deals, pipeline value, the weighted pipeline, what was won in the last 30 days, and which next steps are overdue. Below them, the pipeline by stage and won and lost month by month.
See the page →Every client shows its open deals and everything won with it. Every open deal carries a next step and a date, and a red dot marks the overdue and the quiet ones.
See the page →Describe the page you want in a sentence. The product builds it in tiles, charts, and tables, keeps it in your menu, and rebuilds it on today’s numbers each time you open it.
See the page →
The Commercial dashboardHover to pause
No total is stored. Every figure is computed from the deals when you open the page, so it can’t drift from them. If you open only one page every week, make it the Commercial dashboard.
Two questions finance gets every month.
Now showingEvery Monday
Every Monday
How much of the pipeline can we count on?
Open the Commercial dashboard. The weighted pipeline discounts each open stage by its weight, set once in CRM settings, and sits beside the pipeline value at face.
Then open the deals with an overdue next step: those are the ones to chase first.
At month end
What did the AI cost, and for which brand?
Open Usage, in Billing. Every run is listed with who started it, when, on which model, and the exact cost, and each one is attributed to the organization, the brand, the user, and the agent.
Each brand can then be charged for what it used.
Questions to type into Ask Intelligence.
Some days it’s faster to ask
Which open deals have an overdue next step, and with whom?
Ask Intelligence reads the CRM, meaning the pipeline, the companies and the sales activity, only when your role can see it. The Commercial dashboard charts the pipeline and won against lost, and you can build your own dashboard from a sentence. You can also connect a Google Sheet or a read-only REST API, so your own figures answer beside the platform’s.
What the AI costs, and how you cap it.
That’s your company’s money. Now for the platform’s own bill. There are no seats to count. Accounts are free at any headcount. Money goes into a prepaid wallet, from $10 to $1,000 at a time, by card, Alipay, or WeChat Pay. You get a Stripe invoice for each purchase, and the balance never expires. Then come the limits.
A prepaid balance
From $10 to $1,000 at a time. It never expires.
A daily allowance
It starts at zero until an administrator sets it.
A monthly cap
For the organization.
Two budgets
Each agent has a weekly budget and a monthly budget.
Who spent what
Every run is listed with who started it, when, on which model, and the exact cost.
Image and video show their price before the run. For everything else, the cost appears the moment the run ends, and that number is the number charged. Retries and failed runs aren’t billed. Storage is a separate line, charged daily, and it shows under Usage in Billing. Each run is attributed to the organization, the brand, the user, and the agent, so you can charge each brand for what it used. The model is laid out on pricing.
If you work in more than one currency.
Companies that bill in one currency can skip this. Each amount keeps its own currency and its value in your reference currency. Open deals follow the rate table, while closed deals never move again.
You can also print a second currency next to every figure. Five are supported: US dollar, euro, yuan, Hong Kong dollar, and Australian dollar.
Four tools every job uses.
Whatever the job, these four save time from the first day.
Open a message, add a one-line brief if you like, and the reply is written in your name and in the sender’s language. It waits in your Drafts folder until you send it. Mass Mailing writes one draft per person, up to 300.
Five ready dashboards, from visibility to delivery, recomputed each time you open one. Describe another in plain words and it stays in your menu. Dashboards.
Send a post, an article, a visual, or a file to a colleague. It’s locked while they decide, and every version is kept. Validation.
Your field’s sources and your competitors’ blogs, in folders on the left menu. Any article becomes the brief for a post, an image, or a text.
If nobody holds this job.
Vacancy
- Position
- Finance
- Held by
- Nobody yet
- Covered by
- Intelligence
- Works with
- Your bookkeeper
The bookkeeper keeps the books. You open the platform, any morning, to see what the pipeline holds and what the AI spent. Both questions above are a founder’s questions too.
The platform takes
- The pipeline as numbers, weighted by stage.
- Every amount in your reference currency, with a second one beside it.
- The ledger of what the AI spent, run by run.
A person keeps
- Keeping the deals current.
- The books, the P&L and the cash forecast, with the bookkeeper.
- The invoices, from your accounting tool.
Your first week.
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Tick a step when it’s done. Your ticks stay in this browser.
By Friday, the pipeline reads in your currency and every AI run sits under a cap.
What it doesn’t do.
Read these before you set anything up.
Revenue Follow Up, which turns won deals into billing lines, a P&L and a cash forecast, is in beta and not open to customers yet.
There’s no customer invoicing. The invoice comes from your accounting tool.
There’s no import of an existing pipeline yet.
A project carries a planned cost, with no actual spend set against it and no timesheets.
A month-end close agent, a supplier document matching agent, and a sales forecast agent exist in the catalog as built to order, not as product features.
Checked against the product on October 4, 2026. The catalog lists every agent as built, partial, or not built. Usage is paid from a prepaid wallet, with no seat fee, and the rates are on the pricing page.
By Friday, the pipeline reads in your currency.
Open an account, set the reference currency once, and agree on the AI caps with your administrator.
No subscription. No seat fee. No card needed to open an account.