The BizBMS finance agent
Meet Fin.
Fin reads the invoices, chases what is owed, reconciles the bank and warns you about the cash early. Your finance reviewer approves.
Fin prepares the books and the draft filings. Your finance reviewer approves every payment and every submission.
What Fin does
Books
Every invoice, receipt and bank line booked and reconciled, exceptions as cards.
What Fin ships →One question, one answer from the books
Illustration
Fin
You
How much is owed to us this month, and who is late?
Fin
Fourteen invoices open, three past thirty days. Reminders drafted; one needs your word, a key account. Cash covers payroll through the month.
What Fin ships
- Reconciled books
- Every bank line matched, exceptions listed.
- Receivables
- Who owes what, since when, reminders drafted.
- Payables
- What is due when, scheduled for approval.
- Cash forecast
- Thirteen weeks ahead, updated weekly.
- Draft filings
- Returns and statements from the books.
- Month close
- The pack your accountant asks for.
Your reviewer approves
- Fin moves no money and files nothing on its own.
- Every payment and every submission waits for your finance reviewer.
- Every number traces to a document in the record.
Fin and Harvey
Delivery runs on BAS™
Fin runs on BAS, the BizBMS Agentic System: every exception is a card, every filing a preview, every approval on the record.
How BAS works →Questions
- What is Fin?
- Fin is the BizBMS finance agent. It books and reconciles every transaction, chases what is owed, forecasts the cash and drafts the filings.
- Does Fin move money?
- No. Fin prepares and schedules; every payment waits for your finance reviewer's word.
- Does Fin file our taxes?
- Fin drafts the returns and statements from the books. Your reviewer or your accountant checks and files them.
- Which books does Fin work in?
- Yours. Fin reads and posts through the accounting system you already run, and every entry traces to its document.