Invoices, reconciliation, requests, exceptions
Give routine finance work a teammate that never loses the thread.
Oz organizes recurring finance requests, gathers documentation, prepares reconciliations, and escalates exceptions without taking control away from finance.
Built for: Finance and operations teams hiring bookkeeping, billing, accounts payable, receivable, or finance-operations support.
What Oz takes on
The repeatable work around the role.
Collect invoices, approvals, and missing documentation
Prepare reconciliation and exception-review queues
Follow up on overdue requests and summarize unresolved items
A bounded first pilot
Start with one queue, not a transformation project.
Start with one invoice or reconciliation queue. Oz gathers the records and prepares the review, while payments and accounting decisions stay gated.
- Works across
- Email, docs, spreadsheets, Slack, Teams and finance systems
- Approval model
- Your team chooses what Oz can do and what stays review-only.
Why teams start now
Prove the workload before adding another full-time seat.
Recruit, interview, onboard, then discover the real queue.
The role may still be right. Oz gives you operating evidence before the hiring cycle finishes.
Choose a queue, connect the tools, and start with visible guardrails.
No salary or benefits package. Expand only after the workflow proves useful.
Put the job description to work
Turn one responsibility into a live Oz pilot.
Bring the queue you need covered. Oz will help scope the workflow, identify the required context, and keep consequential actions under your control.
Start with finance operations