Town for Finance teams | The unusually helpful AI assistant
The unusually helpful AI assistant for Finance teams
Townies like Norm proactively keep your close on track, chase overdue invoices, and flag every notice deadline.
The books have to be right and the deadline doesn’t move. But most of the job is the workaround the numbers: hunting down receipts, watching notice periods, writing the variance commentary, and chasing the people who owe you something before the books can close.
Your Townie takes on that chasing and tracking, grounded in your own sourced data, and flags what doesn’t parse instead of guessing. Anything a customer or the board will read waits for your approval.
AI that learns you.
Your Town Wiki is a single place to see everything your Townie has come to understand about you. It’s a living synthesis of your profile, your work habits, and your preferences.
Norm wrote your wiki and hopes you like it.
Overview
Clara Whitcomb
Recent updates
- Moved the renewal tracker into Goals after a vendor auto-renewed with a sixty-day notice window nobody caught.
- Noticed she protects the first five days of the month for the close and answers AR mail in a Friday sweep, and wrote both into How she works.
- Retired a note about an invoice Tidegate has now paid, and flagged that Petra Novak still owes last month’s receipts.
Overview
Clara Whitcomb runs finance at Redmoor, a ninety-person software company. She and Emeka Obi are the entire finance team, which makes her the controller, the FP&A function, and the person the board pack comes from, all at once. The month’s work is laid out in Projects.
She answers to Nils Vandermeer, Redmoor’s CEO, who gets a cash update from her every Friday and takes her numbers to the board each month. When a customer needs chasing, that’s her too: the longest-running conversation is with Anjali Mehta at Tidegate.
The numbers live in the accounting system, but everything around them lives in her inbox, her spreadsheets, and the calls she takes between deadlines. This page holds the part that used to live on sticky notes.
How she works
Clara keeps the first five days of every month for the close and treats them as immovable. Anything that can slip to the back half of the month does.
Receivables get a Friday sweep: she reads the aging, decides who needs chasing and how firmly, and reviews every collection draft herself, because the relationship outlasts the invoice. The open chases sit in Projects.
Nothing with her name on it goes out unread. Every number in the board pack traces back to a source she can show, and every outbound draft waits for her sign-off.
Goals
- Get the close from six days to five by year end, with nothing reopened after sign-off.
- Put every contract’s notice window in one tracker, so a renewal never again gets decided by default.
- Collect what Tidegate owes without souring the account, starting with the payment plan she agreed with Anjali Mehta.
Projects
The month-end close is in flight: two reconciliations still open with Emeka Obi, and the receipts Petra Novak owes are the oldest item on the list.
The board pack is due after close, and Nils Vandermeer wants the spend jump explained plainly this time, not in a footnote.
The renewal tracker, the open collection threads, and the subscription review she runs each quarter are all tracked here.
AI that learns you.
Overview
Clara Whitcomb
Recent updates
Overview
How she works
Clara keeps the first five days of every month for the close and treats them as immovable. Anything that can slip to the back half of the month does.
Goals
Projects
The month-end close is in flight: two reconciliations still open with Emeka Obi, and the receipts Petra Novak owes are the oldest item on the list.
The board pack is due after close, and Nils Vandermeer wants the spend jump explained plainly this time, not in a footnote.
The renewal tracker, the open collection threads, and the subscription review she runs each quarter are all tracked here.
Understanding what’s important
Inbox
- 6 new
- Close
- Emeka Obi - Two recs still open
- Petra Novak - Receipts attached
- Receivables
- Ostrey & Co - Payment on its way
- Renewals
- Fernbeck - Renewal notice: 60 days
- Newsletters
- Ledger Weekly - Five ways to close faster
- FinOps Digest - Benchmarks for teams like yours
Norm is sorting your close-week inbox.
The close, the receivables, the renewals. Sorted on arrival. A missing-receipt thread lands with the close, a customer’s payment note files against its invoice, a notice letter gets flagged, and the newsletters go somewhere they can’t bury any of it.
Don’t drop the ball
- Close checklist
- 3 still open · oldest 9 days
- PN - Card receipts from the ops team
- Send Nils the flash numbers
- EO - Two bank recs to finish
- Book the software accruals
- Sign off the payroll journal
Norm is checking what’s already booked.
Walk into close without the fire drill. Your Townie checks what’s already booked, then keeps a living list of what isn’t: the receipts ops still owes, the rec half finished, the accrual nobody entered. Every chase is drafted for you.
Your Townie knows how to respond the right way.
Decide what needs a response
Inbox
- ar@redmoor.example
- Anjali Mehta - Can we push this to month end?
- Harlow Supply - Remittance for invoice 1988
- Corvo Media - Will pay after our audit wraps
- AR Digest - Collections benchmarks inside
- First Ledger - Your statement is ready
Norm is working your AR aging.
Every overdue invoice arrives with a read. Your Townie works the aging: who needs a firm chase today, who gets a friendly nudge, and which threads can wait. The tone firms as an invoice ages, and nothing reaches a customer without you.
Draft in my voice
Re: Invoice 2041 Draft
- Anjali Mehta - Could we push invoice 2041 to the end of the month?
- Emeka Obi - They’ve paid on time every quarter before this one.
Hi Anjali,
End of month works. I’ve noted the new date against invoice 2041, and I’ll send an updated statement today so your records match ours. If it’s easier, we can split it into two payments instead, one now and one on the new date. Either way works on our end. I’ll confirm once it clears, so nobody chases you twice.
Thanks, Clara
Approve & send
Norm is matching your voice.
Firm on the balance, warm with the relationship. Your Townie reads the thread and drafts the reply the way you’d write it, whether that’s a third notice or the extension you’re granting. Every draft is held for your review before anything sends.
Your Townie does the planning so you don’t have to.
Find a time that works
Audit walkthrough Week of 10 Nov ET
3 people No close days 60 min
| Time | Availability |
|---|---|
| 9am | Free |
| 10am | Free |
| 11am | Free |
| 12pm | Free |
| 1pm | Free |
| 2pm | Free |
| 3pm | Free |
| 4pm | Free |
Norm is finding a slot around the close.
One slot that clears the close calendar. Availability, time zones, and the days you protect around close get reconciled at once, so getting the auditors and your team into one room stops being its own project.
Coordinate responses
Close kickoff call Mon · 3 invited ET
Mon 1
| Time | Notes |
|---|---|
| 1pm | Accepted |
| 2pm | Accepted |
| 3pm | Accepted |
Norm is collecting the replies.
Invites out, replies tracked, the kickoff on the books. Your Townie sends the invite, tracks who still hasn’t answered, and confirms the call on every calendar once the last reply lands.
Revise events
Board call needs a new time Week of 3 Nov ET
1 conflict Close week
| Time | Suggested Times |
|---|---|
| Mon 10 AM | Available |
| Thu 9 AM | Available |
| Fri 11 AM | Available |
Norm is reworking the board call.
A moved board call stops derailing close week. When a meeting collides with the days you protect, the clash surfaces with three times that still work, and the reschedule notes are drafted before you’ve noticed the conflict.
Your Townie helps you manage your meetings.
Show up prepared
Redmoor board meeting Tomorrow 9:00 AM · 4 attendees Meeting prep
- Financials
- Spreadsheets
- Meeting notes
- Mail history
How the month closed
- Closed in six days, nothing reopened.
What the board will ask
- Spend is up 9% on hires and one vendor line.
Flags before you present
- One vendor line looks doubled.
Assembling
Norm is assembling your board brief.
The numbers, the story, and the flags, assembled first. Before the board meeting, a brief comes back with how the month closed, what changed, and the questions you’ll get asked, every figure traceable to where it came from.
Capture what was said
Month-end review 26 min
Transcript
- Notes Month review summary
- What drove the swing: Two hires landed in the same month.
- Where we’re less sure: One vendor invoice spans two quarters.
- How it reads to the board: A one-month bump, not a new run rate.
Norm is writing up the call.
Stop taking minutes while you’re presenting the numbers. The conversation is recorded and written up as searchable notes, so what was said about that vendor line two months ago is a lookup, not a reconstruction.
Drive the follow-through
Month-end review This morning · 3 attendees
- Restate the vendor line
- Book the flux review
- Flag the spend jump
Task tracker
Norm is logging what you took on.
Nothing you promised evaporates into the next meeting. What you’re on the hook for comes out of every call with an owner and a date, lands on your list, and the follow-up notes are drafted for your review.
Your Townie helps you manage your meetings.
Redmoor board meeting Tomorrow 9:00 AM · 4 attendees Meeting prep
- Financials
- Spreadsheets
- Meeting notes
- Mail history
How the month closed
- Closed in six days, nothing reopened.
What the board will ask
- Spend is up 9% on hires and one vendor line.
Flags before you present
- One vendor line looks doubled.
Assembling
Norm is assembling your board brief.
Show up prepared
Capture what was said
Drive the follow-through
More routines made for you.
- Collections
- Close chase
- Cash update
- Variance notes
- Board pack
- Renewal watch
- Call capture
- Receipt chase
- Meeting briefs
- Inbox triage
Because your Townie knows your close, your customers, and what everyone still owes you, they take on the chasing, the tracking, and the commentary nobody has time to write. You can also teach them new tricks.
Every Friday, draft the cash update I owe my CEO from my accounts.
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