Ops Copilot
Finance Reconciliations in Slack or Teams
An AI-powered operations assistant that automates financial reconciliations, journal entries, and reporting directly within Slack or Microsoft Teams.
Problem
Finance teams manually reconcile orders with payments, hunt down discrepancies, and create journal entries. Takes hours, doesn't scale, delays month-end close.
Approach
Ops Copilot works in Slack or Teams. Compares orders to payments, flags mismatches with evidence, creates tickets in Jira or ClickUp. Drafts journal entries for approval, posts on confirm. Produces daily and month-end summaries. Maintains audit log of all actions.
Outcomes
Automates reconciliation in Slack or Teams
Flags discrepancies with evidence, creates tickets automatically
Drafts journal entries for approval, posts on confirmation
Maintains complete audit trail for compliance
Order-to-Payment Matching
Compares orders from warehouse with payments from Stripe, PayPal, and other processors. Flags mismatches with transaction IDs, amounts, dates, and documentation.
Creates tickets in Jira or ClickUp automatically.
Journal Entry Drafts
Drafts journal entries with proper account categorization. Submits for approval in Slack or Teams.
Posts to QuickBooks or Xero on approval.
Daily and Month-End Reports
Daily summaries show transaction status, discrepancies, and outstanding items. Month-end reports include linked records for easy verification.
Shared automatically in Slack or Teams.
Audit Log
Logs every action with timestamps and user info. Tracks approval workflows for compliance.
Searchable and exportable for audits.
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