Corey for Operations & Finance

Close the books and kill the busywork.

Corey runs the reconciling, chasing and reporting that fills your month - matching records, flagging what is odd and drafting the follow-ups - then waits for you to approve.

Hire Corey for 28 days at no cost → How it works

Corey for operations and finance runs the reconciling, chasing and reporting that fills your month. It matches records to the bank feed, flags duplicates and outliers, drafts invoice chasers and builds the monthly report - then waits for you to approve before anything sends.

The pain

Sound familiar?

Reconciliation is mechanical, monthly and somehow always urgent.
Anomalies hide in volume until they are expensive.
Chasing overdue invoices is awkward, repetitive and easy to drop.
Reports get rebuilt from the same sources every single period.

What Corey does

Run the finance and ops backbone.

Reconciliation

“Match this month’s invoices to the bank feed and flag every mismatch.”

Anomaly flags

“Scan this quarter’s spend and flag duplicates, overcharges and outliers.”

Collections

“List overdue invoices, draft chasers by age and schedule the follow-ups.”

Reporting

“Build the monthly ops report from the usual sources and write the summary.”

Vendor admin

“Draft a note to the supplier about the overcharge and attach the evidence.”

Scheduled close

“On the first working day, prep the month-end close checklist and assign it.”

A month-end with Corey

Day 1

Corey opens the close checklist, pulls the sources and reconciles. It matches the bulk and flags six items for a human.

Day 2

You review the flags - one real overcharge, two duplicates. Corey drafts the supplier note and the credit request.

Day 3

Overdue invoices are sorted by age with chasers drafted in the right tone. You approve the batch; it schedules them.

Day 4

The monthly report is built and the summary written. You read it, change one line and send. Close done, days earlier.

Questions

Common questions.

Yes. It matches invoices against the bank feed, flags every mismatch, duplicate and outlier, and hands the exceptions to a human. It matches the bulk automatically so you only review what is odd.

Yes. It lists overdue invoices by age, drafts polite chasers in the right tone and schedules the follow-ups once you approve the batch.

You do. Anything involving money - payments, refunds, credit requests - is drafted by Corey and waits for your approval. It never moves money on its own.