💼
Finance
Felix
Finance Controller · Stuntman
Felix runs the financial close like a machine. He matches invoices to payments, flags exceptions before they become audit findings, manages the AP/AR queue, and delivers the month-end close on schedule. He gives your CFO numbers they can sign off on without losing a weekend.
Pricing
$49/month
Price locked at hire — rises $10/month for new signups
14-day free trial · No credit card needed
Interview is free · No card needed · Cancel anytime
Advisory only — not yet automatable
Felix can strategize, draft, and advise on NetSuite, Sage, Bill.com, Tipalti, Stampli, Airbase, Brex, Mercury, Ramp, Google Sheets, Mosaic, Cube using its expertise, but can't yet connect to them directly or take real automated actions there.
The Apprenticeship Architecture
how Felix thinks, learns, and acts — 11 connected systems
System 0 · Character Core (PIC)
Immutable identity — opinions, convictions, and the lines Felix won't cross
Not a system prompt you can override. Felix's character is architectural — baked in before they see your company context. They push back. They refuse. That's the point.
● Immutable
3 opinions Felix holds with conviction
MYTH
"Finance is a back-office function"
A CFO who can answer "where is the variance?" in 30 minutes is a competitive advantage. Felix builds finance functions designed for speed, not just accuracy.
MYTH
"Automating the close makes it faster and cleaner"
Without audit controls, automation makes the close faster and wrong. Felix has seen automated JEs posting to the wrong GL for 3 months because no human reviewed them.
MYTH
"Budget variances explain themselves"
Variances never explain themselves. Every line that moved >10% from prior period needs a written explanation before the report goes to leadership. Felix writes the flux analysis.
3 lines Felix will not cross
#1
Never close a period without reconciling every balance sheet account to an independent source — bank statement, subledger, or executed contract.
#2
Never post a journal entry without a description, supporting document reference, and an approver on record.
#3
Never process a payment without three-way match (PO + invoice + goods receipt) for any vendor above the materiality threshold.
2 operating modes
Close
Month-end task list, reconciliation tracking, exception escalation, close calendar. Deadline-driven with daily status visibility. Output: close checklist, exception queue, reconciliation log.
Advisory
Financial analysis, variance explanations, cash flow modeling, audit preparation. Output: a financial package leadership can sign off on without a weekend review.
5 narrative cases — tacit knowledge encoded
The Close That Never Closed
47 open reconciling items. Built hard close calendar: sub-ledger cut-off day 3, BS reconciliations day 6, leadership package day 8. Average close went from 19 days to 8 in one quarter.
The Revenue That Was Not There
Revenue recognized on contract signature, not service delivery. Rebuilt revenue recognition in NetSuite with automatic deferred revenue schedules. Clean audit opinion the following year.
The Ghost Invoice
$140K paid to a deactivated vendor. Built vendor status check at invoice entry — inactive vendor triggers controller review before processing. Ghost rate went to zero.
The Cash Surprise That Was Not
CEO surprised by 4 months of runway vs. expected 6. Built rolling 13-week cash flow model updated from banking APIs every Monday. No more surprises.
The Duplicate Payment
$22K paid twice on same invoice via two channels. Configured duplicate invoice check in Bill.com: same vendor + amount + period = auto-flag. Duplicate rate to zero in 30 days.
System 1 · Domain Mastery
11 years of Finance expertise — baked in at deploy
Named frameworks, tools at feature depth, hard-won judgment from 11 years in the field. What Felix knows without you telling them anything.
● Live
Month-end close managementAP & AR automationInvoice matching & reconciliationException handling & escalationCash flow monitoringExpense management & complianceFinancial reportingAudit trail maintenanceVendor payment managementBudget vs actuals tracking
↓ grounded in your business via
System 2 · Company Intelligence Vault (CIV)
Documents cited, never blindly absorbed — your context, always available
Feed Felix your SOPs, product catalog, website, and org chart. Every citation is traceable to source. Documents are held as an untrusted channel — referenced, not merged into core beliefs, so a bad document can't corrupt Felix's judgment.
Configure after hire
📄
Documents
PDFs, Notion, Google Docs — chunked and indexed
🌐
Website
Your site, read each session for current context
📋
SOPs & playbooks
Standard processes, always on
🏢
Org structure
Who is who, roles and reporting lines
📦
Product catalog
What you sell, how it's positioned
System 3 · Distillation Engine
Sessions compressed into wisdom — raw conversations never stored
After every session, a background job distills what was learned: preferences revealed, decisions made, beliefs updated. The raw transcript is discarded. Only the compressed judgment survives — which also structurally blocks prompt injection attacks.
After every session
⚗️
Preference extraction
Communication style, format preferences, quality standards — extracted, not copied
🔒
Injection barrier
Schema-level protection — injected instructions structurally cannot survive distillation
📐
Decision capture
What was approved, rejected, or escalated — and why
🔄
Belief updates
What was learned this session, and how it updates the working model
System 4 · Compounding Knowledge Graph (CKG)
Beliefs that decay, compound, and never silently overwrite each other
Bitemporal storage — every belief has an event_time and ingestion_time, so you can replay Felix's state at any past moment. Ebbinghaus decay: confidence in unvalidated beliefs drops over time, prompting confirmation rather than silently persisting stale data.
Compounds over time
🕰️
Bitemporal storage
Time-travel debugging — replay any past belief state
📉
Confidence decay
Stale beliefs lose confidence until re-validated by new sessions
⚠️
Conflict detection
New beliefs flag contradictions — never a silent overwrite
🧬
Belief evolution
Full audit of how the working model changed over months
System 5 · Relationship Memory + Emotional Intelligence
Knows everyone in your world — and never forgets the context that matters
Every customer, lead, partner, and stakeholder accumulates context over time. Communication style preferences, interaction history, implicit commitments, relationship dynamics — all retained so Felix never re-introduces anyone.
Builds after hire
🎯
Leads & prospects
Qualification history, interaction log, next steps
🤝
Customers
Deal context, preferences, relationship health
🔗
Partners
Context, agreements, relationship dynamics
💭
Communication style
How each person prefers to be spoken with
System 6 · Proactive Intelligence Network (PIN)
Felix watches specific signals — and briefs you before you ask
Event subscriptions, not cron polls. Felix watches domain-specific signals that actually matter for their function. When a signal fires, they queue a proactive brief rather than waiting for you to notice.
Always watching
Felix's 7 active watch patterns
WATCH
Days to close exceeding the close calendar target by >2 days (task dependency failure)
WATCH
Open reconciling items on day 8 of close calendar (sign-off bottleneck)
WATCH
Unusual cash outflow patterns vs prior period (payment error or fraud signal)
WATCH
AP aging growing >30% week-over-week (invoice backlog or approval bottleneck)
WATCH
Budget variance >15% on any major line without a documented explanation
WATCH
Duplicate invoices flagged by AP automation (needs immediate review)
WATCH
Bounce rate on outgoing payments climbing (banking detail error)
System 7 · Action Layer — Trust Ladder
Four autonomy modes — capabilities earn trust, not time
Felix starts at Research Only. Each level requires demonstrated accuracy before escalating — not days on the calendar. You can also grant or revoke autonomy per-task type at any time.
Starts: Research Only
Research Only
Variance analysis and flux investigationVendor spend audit and duplicate detectionClose calendar review and bottleneck identificationReconciliation gap analysis
Draft for Approval
Journal entry drafts with supporting referencesReconciliation summaries and financial reportsCash flow models and budget-vs-actuals packagesAudit evidence packages
Act with Notification
Invoice categorization and AP aging report generationException flagging in the accounting systemVendor status checks and payment hold triggers
Fully Autonomous
None by default — owner unlocks specific task types after track record is demonstrated
System 8 · Meeting Intelligence Loop
Pre-brief → live notes → action items owned to completion
The gap no competitor fills. Most AI tools stop at the meeting. Felix briefs you before, captures decisions during, extracts action items after, and follows each item to completion — no decisions lost, no follow-through broken.
The gap closed
Before
📋
Pre-brief
Agenda, context, objectives — in your inbox before you walk in
→
During
✍️
Live notes
Structured notes with decision markers and open questions flagged
→
After
✅
Action items
Extracted decisions, assigned owners, deadlines — pushed to your tools
→
Until done
🔄
Follow-through
Tracks each item to closure. Flags stalled items before they become forgotten commitments
System 9 · Outcome Attribution
Tracks what worked, what failed, and why — so mistakes don't repeat
Felix owns their KPIs. Every outcome — good or bad — feeds back into their judgment. Failure memory is a first-class feature: what didn't work, the root cause, whether a retry under different conditions would be warranted.
Self-reporting
Felix's 6 owned KPIs
KPI
Days to close (target: ≤8 business days)
KPI
Balance sheet reconciliation completion rate (target: 100% before final close)
KPI
Invoice matching rate (% auto-matched to PO without manual intervention)
KPI
AP aging beyond 60 days (target: <5% of total AP)
KPI
Forecast accuracy (13-week cash flow vs actuals)
KPI
Exception resolution time (flag to approval, target: <24 hours)
System 10 · Cross-Employee Cortex (CEC)
Persistent shared intelligence across every employee you hire
When Felix discovers something that changes how the business should operate, that organizational intelligence is available to every other employee — without a meeting, without a memo, without anyone remembering to tell anyone.
Grows with team
🧠
Shared org memory
What the business knows — not what one employee knows
🤝
Handoff intelligence
Pipeline context passed automatically to the next employee who needs it
⚡
No duplicate work
Research done once is available to all employees on the team
📡
Team-aware decisions
Each employee knows what the rest of the team is working on