Scope sheet
finbryn.com
AI and automation
AI agents for finance operations with human sign-off
AI finance agents with human sign-off from Finbryn draft vendor replies, reconciliation matches and collections outreach across QuickBooks Online and NetSuite, and every draft sits in a review queue until a named person approves, edits or rejects it. No agent posts an entry or sends a message on its own authority.
What is included
- A documented scope defining exactly which task types, accounts and channels the agent works on
- Vendor query drafts attached to the invoice, payment and PO history they were built from
- Reconciliation match proposals with the confidence and reasoning shown alongside each match
- Collections outreach drafts pulling real invoice numbers, balances and days-overdue figures
- A review queue inside the tool your reviewer already uses, not a separate dashboard
- A timestamped log of every draft, edit, approval and rejection
- A monthly approval-rate report by task type and by vendor or customer segment
- A documented scope-change record whenever a task type expands or gets pulled back
The process
- 1.
Scope the task types
We agree which of vendor queries, reconciliation matching and collections outreach are in scope, on which accounts, and who reviews each one.
- 2.
Connect the source systems
The agent reads from your accounting platform and the inbox, ticketing or CRM tool where vendor and customer messages actually arrive.
- 3.
Run a narrow pilot
Drafting starts on a single vendor segment or task type so the early approval-rate data is meaningful before anything expands.
- 4.
Review and approve every draft
A named reviewer approves, edits or rejects each draft inside the tool they already work in before anything sends or posts.
- 5.
Log every decision
Approvals, edits and rejections are timestamped and attributed, building the record used to tune drafts and answer later questions.
- 6.
Review approval rates monthly
We look at the approval rate by task type and segment alongside your regular close review, and adjust scope based on that data.
- 7.
Expand or pull back scope
A task type earns wider scope only once its approval rate supports it; a task type performing poorly gets narrowed, not pushed through.
Software
QuickBooks Online, Xero, NetSuite, Zendesk, Ramp, BILL, Slack
Pricing
This is scoped as an add-on to a Growth or Scale engagement, priced on the task types and monthly draft volume agreed during scoping, not a flat automation fee. See current tier structure and the per-transaction calculator on our pricing page, and expect the actual number to come from a short scoping call rather than a rate card line item.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026