Corey
Finance tools
Corey can help with invoicing, bookkeeping and finance-adjacent work - drafting invoices, categorising transactions, keeping your books tidy. Anything that touches money waits for your approval. Corey prepares and proposes; you confirm before a payment, an invoice or a financial change goes through.
Money is where care matters most, so finance tools are built around approval. Reached over MCP through the finance tools and accounts you connect, Corey can prepare and organise the financial work - but anything that touches money waits for you. Corey proposes; you confirm.
What Corey can prepare
On the finance side, Corey can take on the legwork:
- invoicing - draft invoices, ready for you to send
- bookkeeping - categorise transactions, reconcile, keep the books tidy
- chasing - draft reminders for unpaid invoices
- explaining - turn your numbers into plain English so you know where you stand
It prepares and organises; the decisions stay quick because the work is already done.
Money always waits for approval
Every action that moves money or changes a financial record waits for your confirmation:
- issuing or sending an invoice
- making or scheduling a payment
- altering a financial record
Corey shows you the figures - amount, who, what for - so you confirm against real numbers, not a vague instruction.
Why finance is stricter
The general approval model already says anything involving money waits for you. Finance tools lean into that: even where Corey could act, it stops and surfaces the numbers first. You get the time saved on preparation without ever handing over the decision to spend or commit. See best practices for setting your money guardrails, and Corey for finance for the day-to-day picture.
Connecting your finance tools
Because finance tools are reached over MCP, Corey works with the accounting and banking tools you connect rather than a fixed list. The preparation Corey can do grows with what you connect - and the approval rule on money never changes, whatever the tool.