Bills and receipts in inboxes
Supplier bills arrive by email and wait days to be entered and approved.
AI agent for finance teams
A finance team that closes faster.
A custom AI agent for finance teams at growing businesses — it captures bills, chases unpaid invoices, matches payments, prepares the month-end checklist and writes the cash summary, inside the accounting tools you already use. A person approves every posting. You own the agent.
- QuickBooks Online
- Xero
- Outlook
- Gmail
- Stripe
- Claude
In short
TribeHQ is an AI automation agency for growing businesses. A custom AI agent for finance teams at growing businesses: bills captured, invoices chased, payments matched and month-end kept moving in QuickBooks or Xero, with a person approving every posting.
- Who it’s for
- growing businesses and lean teams, including accounting & bookkeeping firms, CPA firms, trucking companies and 3PL providers
- Built on
- QuickBooks Online, Xero, Outlook, Gmail, Stripe and Claude
- Timeline
- One-week workflow audit, then a 2–4 week build sprint
- Cost
- Fixed-fee audit, then a quoted build sprint — see pricing
- Your team’s time
- Under 10 hours of your team’s time from audit to go-live
- Ownership
- You own the code and accounts. No licence fees to us, no lock-in.
Sound familiar?
Chasing late payers by hand
Reminders go out when someone remembers, so cash comes in later than it should.
Month-end runs on memory
The close depends on one person’s checklist and a lot of follow-up emails.
AI agent for finance teams, built for your business.
Custom to your process, built on the tools you already use — and a person approves anything that matters.
Payables
- Bills and receipts captured from email
- Coded drafts for review, matched to suppliers
- Approval requests to the right person
- Payment run summaries before you pay
Receivables
- Invoices raised from jobs, projects or deals
- Polite reminders on your schedule
- Payments matched and statuses updated
- A weekly list of who owes what
Close & reporting
- Month-end checklist that chases its owners
- Uncategorised transactions flagged
- Cash and aged-debt summary written by Claude
- Questions for your accountant drafted, not guessed
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how it works today and agree what to fix first. Your team: about 3 hours.
- 02Build sprint2–4 weeks. We build, test and document it on your stack. Your team: about 1 hour a week.
- 03Run & improveMonthly, optional. We monitor and tune it. Cancel anytime — it stays yours. Your team: about 30 minutes a month.
Questions about AI agents for finance teams
What does an AI agent for a finance team do?
It handles the repetitive admin around the books: capturing bills, chasing invoices, matching payments, keeping the month-end checklist moving and summarising cash. Your team reviews and approves; nothing is posted without a person.
Can an AI agent do accounts payable and receivable?
It can do most of the legwork — reading bills, drafting entries, sending reminders and matching payments — and leave approvals and judgement calls with your team.
Does it work with QuickBooks or Xero?
Yes. It connects to QuickBooks Online or Xero through their APIs, plus your email and payment tools.
Will it replace our bookkeeper or accountant?
No. It removes the chasing and data entry so your finance people can spend time on review, cash planning and advice.
How much of our time does it take to set up?
Under 10 hours of your team’s time from audit to go-live: a kickoff, a few short walkthroughs of how you work today, and a weekly check-in during the build.
See what this would look like for you.
A 30-minute call. We’ll look at how you work today and tell you what’s worth building — and what isn’t.