Know what needs cleaning up before it becomes urgent.
For trades, service businesses, and SMEs. Finance Operations Squad surfaces bookkeeping signals, receivables gaps, and tax readiness indicators so your team can act before problems compound.
- Bookkeeping cleanup signals surfaced continuously
- Receivables and cashflow visibility at a glance
- Approval-gated actions. Nothing changes without you.
Finance issues compound quietly.
Small bookkeeping issues, overdue receivables, and unclear tax readiness do not announce themselves. They accumulate until something forces the cleanup.
Bookkeeping falls behind
Transactions pile up uncategorised. By the time BAS or end-of-year arrives, the cleanup is enormous.
Overdue invoices stay hidden
There is no clear view of what is owed and how long it has been outstanding until someone chases it manually.
Tax readiness is unclear
Business owners do not know if their records are in shape for BAS, tax time, or an accountant review until it is too late.
Cashflow surprises hurt
Without signals, cashflow issues arrive as surprises rather than as something the business had time to prepare for.
Signals across your whole finance picture.
From bookkeeping health to receivables to tax readiness. Surfaced continuously. Acted on with your approval.
Finance Setup
Connects your accounting data source and establishes a clean baseline for ongoing signal tracking.
Bookkeeping Cleanup
Identifies uncategorised transactions, duplicates, and coding inconsistencies with source-backed evidence.
Tax Readiness Modules
Country-specific readiness checks. For Australian businesses, this includes BAS readiness signals.
Receivables Watch
Tracks outstanding invoices, aging buckets, and overdue trends. Surfaces high-priority items for your review.
Cashflow Signals
Monitors cashflow patterns and surfaces early signals before a gap becomes urgent.
Approval & Audit Trail
Every suggested action, approval, and outcome is logged with full context. Auditable by default.
Finance Operations Receipt
A clear summary of what was checked, what changed, what is pending, and what was approved.
See your AR aging clearly.
Finance Operations Squad tracks outstanding invoices across aging buckets and surfaces high-priority items before they become hard conversations.
- AR aging buckets tracked continuously
- Overdue items surfaced with context
- Follow-up actions prepared and queued for your approval
Illustrative data only. Actual figures depend on connected accounting data.
AR Aging
Illustrative onlyIllustrative only
Clear boundaries. Source-backed. Your approval required.
Finance Operations Squad handles signal monitoring and action preparation. The professional and legal judgements stay with you and your advisors.
No tax advice
Finance Operations Squad surfaces signals and flags issues. It does not provide tax advice of any kind. Consult your accountant or registered tax agent.
No financial planning advice
Signals and trends are informational only. Finance Operations Squad does not provide financial planning or investment advice.
No lodgement
Finance Operations Squad does not lodge BAS, tax returns, or any regulatory filings on your behalf.
Source-backed suggestions only
Every suggested action comes with the source data that triggered it. No guesswork. No unexplained recommendations.
Approval-gated write-back
If a suggested action involves writing back to your accounting software, it will not proceed without your explicit approval. Nothing changes in your books without you.
Country modules configurable
Tax readiness checks are country-specific. Australian businesses can configure BAS readiness signals. Other jurisdictions can be configured as the platform expands.
A clear record of every finance action.
Every signal checked, every action prepared, every approval and outcome lands in a timestamped Finance Operations Receipt. Auditable by default.
- What was checked and when
- Actions prepared, approved, and applied
- Owner, outcome, and timestamp for every action
- Shareable with your accountant or bookkeeper
Illustrative only
Join the Finance Operations waitlist.
Finance Operations Squad is in development. Join the waitlist to be notified when access opens. No tax advice. No financial planning advice. No lodgement. Pricing confirmed after fit check.