FINANCE OPERATIONS · ELANA ROLE

A controller who keeps the company ready—not scrambling.

Give Elana your company facts and approved finance sources. She reads business mail, organizes tax and payroll obligations, prepares close and cash-flow reviews, and brings the team a sourced next-action list in Slack.

See the work ↓
# your-teamController

JamieElana, what could cost us money or miss a deadline this month?

Elana APPTwo notices are due within 30 days, one payroll registration has no acceptance evidence, and three records block close. I built the obligations tracker with owners and sources.

Ready for team review
SETUP

Ten minutes for an admin.
A new capability for the team.

Share the filing entity and tax year, where the company and employees work, the first job, and anything urgent. Then connect approved mail, payroll, accounting, and expense sources. Everyone else meets the same agent in Slack, with no separate AI setup or training session.

WHAT SHE CAN DO

Give her the role.
Put her to work.

01

Manage tax & compliance

Turn notices, deadlines, and official guidance into a sourced obligations tracker with owners and next steps.

02

Keep the books ready

Organize transaction questions, receipts, and missing evidence so fewer loose ends reach review.

03

Close the books

Maintain the close checklist, surface blockers, and prepare each period for accountable review.

04

Manage cash flow

Explain what is coming in and going out, flag coverage gaps, and prepare the decisions that follow.

05

Explain financial performance

Turn connected records into a plain-English readout of what changed, why, and what needs attention.

CONNECTED CONTEXT

The role starts with what you approve.

Connect only the tools and knowledge this role needs. Manage access centrally instead of asking every teammate to configure another private assistant.

LegalZoom mailGusto payrollDigits accountingRamp expensesCompany records
HOW IT WORKS

One setup.
A shared teammate.

  1. 1

    Tell her how the company works

    A short setup captures the legal entity, tax year, work states, urgent obligations, and first job.

  2. 2

    Connect the financial evidence

    Choose the mail, payroll, accounting, expenses, policies, and company records this role may use.

  3. 3

    Review the work in Slack

    Elana keeps the register and drafts current. People approve entries, filings, payments, payroll, and final reporting.

THE HUMAN BOUNDARY

Fast on the work.
Careful with the consequences.

Elana can read authorized sources, research obligations, organize evidence, prepare finance work, and coordinate follow-ups. She does not move money, file returns, submit payroll, contact agencies, or make final accounting judgments without explicit human approval.

See data, permission, and approval boundaries →
MORE ROLES

Build the teammate your company needs.

COMPANY OPERATIONSChief of StaffGO-TO-MARKETGTM Engineer

Put a controller in Slack.

Configure the role, connect the right context, and invite the team.