The owner wants to know why costs are above budget or how many vendor bills are still open.
Track
Ask and act
Phase
Explain results
Starts with
Surprising number
Ends with
Review list
The numbers are fixed; the assistant helps explain them and suggests what to review.
The owner asks an accounting or bills question.
Dates and periods can be part of the question.
Bills are never confused with client invoices.
This is the key moment of the journey: a number turns into a reason to check. This is the key moment of the journey.
The record decides.
Reads the commercial picture and escalates exceptions.
Automates emails, matching, reminders, and sync.
What changed, a comparison with past seasons, and what to check.
Why: Know where to look.
The numbers are fixed; the explanation is a starting point for review.