For finance teams
Finance admin with a person on every payment
Log invoices, reconcile records and chase what is overdue — with anything that moves money held for a person by default.
Anything that moves money stops and waits for a person, by default.
Where the week actually goes
Finance work is careful by profession and repetitive by accident: the same invoices logged, the same records compared, the same reminder written politely for the third time. Awish carries the repetition from your description of it, in the books, the inbox and the sheets you already keep.
Invoices land where they should and mismatches surface instead of hiding. Each connection is granted on its own and can be withdrawn; every run records what was read and what was written, so the trail an auditor asks for already exists.
The week today
Finance work is careful by profession and repetitive by accident: the same invoices logged, the same records compared, the same reminders written politely for the third time. The care is the job; the repetition is not.
With Awish
Awish carries the repetition from your description of it. Invoices land where they should, mismatches surface instead of hiding, and every action that touches money stops and waits for a person — a default no workflow can configure away.
The workflows, end to end
Three workflows this team runs, end to end — each with its trigger, the apps it touches, and the step where a person approves.
- 01
Invoices into the books
“When an invoice arrives, extract the details into my books sheet, hold large amounts for approval, and confirm what was logged.”
GmailGoogle SheetsWhatsAppApprove the exception
- 02
Chase overdue invoices politely
“Check each morning which invoices are past due, draft a reminder for each, and ask me before any of them are sent.”
StripeGmailSlackApprove before sending
- 03
Read expense receipts into the books
“When a receipt is submitted, read the amount, vendor and category, write it to the sheet, and hold anything over my threshold for approval.”
GmailGoogle SheetsSlackOver the threshold, ask
Ready to start from
Described requests this team already runs — pick one and it lands in your chat, with its approval points intact.
Receivables Reminders and Collections
An invoice approaches its due date or becomes overdue
QuickBooksGmailHubSpotSlackSuppress automated reminders for disputed invoices, strategic exceptions or accounts marked do-not-contact.
Awish checks that every entry reached the books and matches its source
Use this automationBank-to-Invoice Reconciliation
New bank transactions are available, or a reconciliation run starts
StripeQuickBooksGoogle SheetsSlackNever force fuzzy matches above the configured monetary tolerance; keep an auditable unmatched queue.
Awish checks that every entry reached the books and matches its source
Use this automationBudget vs Actual Variance Digest
The first business day of the month, once the actuals are loaded
NetSuiteGoogle SheetsSlackMetabaseDo not infer a business cause when the accounting data only shows correlation; label the unknowns and ask the owner.
Awish checks that every entry reached the books and matches its source
Use this automationCash Flow and Runway Monitoring
Every weekday morning, with a deeper summary each Monday
QuickBooksStripeGoogle SheetsSlackState the assumptions and the data freshness clearly; do not present a forecast as a guaranteed outcome.
Awish checks that every entry reached the books and matches its source
Use this automationExpense Capture and Policy Check
A receipt or expense submission is created
ExpensifyGmailSlackGoogle DriveFlag personal or ambiguous expenses and never fabricate a tax figure or a business purpose.
Awish checks that every entry reached the books and matches its source
Use this automationFinance Audit Trail and Exception Log
Any finance automation creates, changes or approves a financial record
Google DriveQuickBooksSlackGoogle SheetsNever include full bank or card credentials or unnecessary personal data in the logs; make the records immutable where supported.
Awish checks that every entry reached the books and matches its source
Use this automation
The tools this runs across
The apps these workflows connect. Each one is granted on its own, before anything runs, and can be withdrawn.
- Gmail
- Google Sheets
- Stripe
- Slack
- Alpha vantage
- Altoviz
- Brex
- Chaser
- Clientary
- Coinbase
- Coinranking
- Coupa
- CurrencyScoop
- Daffy
- Eagle doc
- Elorus
- Eodhd apis
What stays under your control
Money waits for a person
Payments, refunds and anything that moves money hold for approval by default. The workflow prepares; a person releases.
Mismatches surface
When the record and the statement disagree, that lands in your channel as a question — not silently corrected by either side.
The trail writes itself
Every run keeps what was logged, what was flagged and who approved what, which is the shape an audit asks for.
Common questions
Can it move money on its own?
No. Anything that moves money is prepared and then held for a person. A declined action is never executed.
What does it need access to?
Only what the plan names — typically the inbox invoices arrive in, the sheet they are logged to, and the channel approvals happen in. Each is granted and revoked separately.
How does it handle reconciliation?
It compares the records you point it at and surfaces every mismatch as a question for a person. It does not decide which side is right.
Is there a record for audit?
Every run keeps its trigger, steps, approvals and outcome. What happened in March is readable in April.
Start with the invoices you log by hand
Describe where they arrive and where they should end up. You will see the plan, and the approval points, before anything connects.
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