Runbooks that surface only the exceptions. Your team reviews what needs a person.
What did the Monday ops review turn up? Give me the exceptions, not the green checks.
The scheduled runbook ran at 06:00 across the systems. Reconciled the queues and pulled the exceptions.
- Reconcile orders vs fulfillment, 1,204 orders
- Check vendor SLAs, 2 breached
- Match invoices to POs, 1 mismatch
- Draft the review, 3 exceptions
- Wrote ops-review-w22.docx, 24 KB
- Wrote exceptions-w22.xlsx, 24 KB
Clean across most of the book. Three exceptions need a human: two vendor SLA breaches and one invoice that does not match its PO. Summary and the exception list are ready.
ops-review-w22.docxsummaryexceptions-w22.xlsx3 itemsRoute the invoice mismatch to AP and the SLA breaches to the vendor owners.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
Monday ops review
Clean across most of the book. Three exceptions need a human: two vendor SLA breaches and one invoice that does not match its PO. Summary and the exception list are ready.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
What was checked
Reconcile orders vs fulfillment: 1,204 orders
Check vendor SLAs: 2 breached
Match invoices to POs: 1 mismatch
What did the Monday ops review turn up? Give me the exceptions, not the green checks.
The scheduled runbook ran at 06:00 across the systems. Reconciled the queues and pulled the exceptions.
- Reconcile orders vs fulfillment, 1,204 orders
- Check vendor SLAs, 2 breached
- Match invoices to POs, 1 mismatch
- Draft the review, 3 exceptions
- Wrote ops-review-w22.docx, 24 KB
- Wrote exceptions-w22.xlsx, 24 KB
Clean across most of the book. Three exceptions need a human: two vendor SLA breaches and one invoice that does not match its PO. Summary and the exception list are ready.
ops-review-w22.docxsummaryexceptions-w22.xlsx3 itemsRoute the invoice mismatch to AP and the SLA breaches to the vendor owners.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
Every function has a runbook. Pick yours.
Finance and accounting
The close run and reconciled, invoice mismatches prepared for approval, variances explained by driver.
- Controller
- Accounts payable
- FP&A
What did the Monday ops review turn up? Give me the exceptions, not the green checks.
The scheduled runbook ran at 06:00 across the systems. Reconciled the queues and pulled the exceptions.
- Reconcile orders vs fulfillment, 1,204 orders
- Check vendor SLAs, 2 breached
- Match invoices to POs, 1 mismatch
- Draft the review, 3 exceptions
- Wrote ops-review-w22.docx, 24 KB
- Wrote exceptions-w22.xlsx, 24 KB
Clean across most of the book. Three exceptions need a human: two vendor SLA breaches and one invoice that does not match its PO. Summary and the exception list are ready.
ops-review-w22.docxsummaryexceptions-w22.xlsx3 itemsRoute the invoice mismatch to AP and the SLA breaches to the vendor owners.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
Monday ops review
Clean across most of the book. Three exceptions need a human: two vendor SLA breaches and one invoice that does not match its PO. Summary and the exception list are ready.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
What was checked
Reconcile orders vs fulfillment: 1,204 orders
Check vendor SLAs: 2 breached
Match invoices to POs: 1 mismatch
What did the Monday ops review turn up? Give me the exceptions, not the green checks.
The scheduled runbook ran at 06:00 across the systems. Reconciled the queues and pulled the exceptions.
- Reconcile orders vs fulfillment, 1,204 orders
- Check vendor SLAs, 2 breached
- Match invoices to POs, 1 mismatch
- Draft the review, 3 exceptions
- Wrote ops-review-w22.docx, 24 KB
- Wrote exceptions-w22.xlsx, 24 KB
Clean across most of the book. Three exceptions need a human: two vendor SLA breaches and one invoice that does not match its PO. Summary and the exception list are ready.
ops-review-w22.docxsummaryexceptions-w22.xlsx3 itemsRoute the invoice mismatch to AP and the SLA breaches to the vendor owners.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
The Monday review, start to finish. Run, flag, route.
@Context What did the Monday ops review turn up? Give me the exceptions, not the green checks.
Route the invoice mismatch to AP and the SLA breaches to the vendor owners.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
@Context What did the Monday ops review turn up? Give me the exceptions, not the green checks.
Route the invoice mismatch to AP and the SLA breaches to the vendor owners.
Drafted the routing: AP for the invoice, the two vendor owners for the SLA breaches, each with the evidence attached.
Agents that improve on your work. Same model for four months; the context grew.
Measured in production at Qualcomm. Read the case study
- Task pass rate, same model
- 23% → 98%
- Workflows in production
- 1,600
- Teams onboarded
- 85
Work agents run across the company. Every function, one system.
Finance
People
IT and security
Nothing posts or pays without a yes. What your controller asks first.
- The asker's accessAn agent opens only what the person who asked can open.
- Writes wait for a personSends and shared edits pause for an approval.
- Every action loggedAppend-only, exportable to your archive.
- Your cloudModel calls go only to endpoints you allow.
Amazon EKS
Azure AKS- On premises
- Air-gapped
On request:SOC 2ISO 27001Pen test reportCAIQTrust center
Questions from security and compliance reviews.
Can an agent post entries or pay vendors on its own?
Only if you allow it. Writes wait on an approval card by default, and every approval is recorded.
Which finance systems does it connect to?
NetSuite, SAP, Workday, Coupa, Ramp, Bill.com and more are in the catalog, and you can register your own through an MCP server.
Do agents hold our ERP passwords?
No. Credentials are brokered to the connector at run time and never written into the runbook or prompt.
Do you have SOC 2 or ISO 27001?
Yes. Request the SOC 2 and ISO 27001 reports from our Trust Center.
Your workflow, running in your environment.
Bring a workflow your team runs today and watch it run on your data, with your permissions.