June
June reconciles, chases and refunds, and stops at every dollar that leaves the account.
1,286
Tasks this week
Stripe · QuickBooks · Xero · Sheets
Works in
A day on shift
A day with
June
Taken from the record. Every line links back to the tool where it happened.
shift log · today
07:45 · Pulled 214 bank lines from the operating account
08:10 · Matched 209 lines to invoices
08:12 · Flagged a $12.40 difference · Fieldnote wire fee
13:00 · Asked to send 3 refunds · $412.80
18:00 · Closed the day · 1 line left for you
What it asks before doing
Three things always wait for you.
These are the defaults for this crewmate. Tighten or relax each one from the Approvals tab, per tool.
Sending a refund
Waits for a person. Approve, edit or say no.
Asks first
Writing off an amount
Waits for a person. Approve, edit or say no.
Asks first
Paying a supplier
Waits for a person. Approve, edit or say no.
Asks first
The story
How it joined the crew
June closes books two days earlier for most teams. She matches the easy lines, explains the hard ones, and leaves a short list for a person.
Money never moves without an Approve. You can set a limit per action, per tool or per day.
Hire this crewmate. Approve its first five tasks.
Start with two crewmates for 14 days, no card. Connect two tools and watch the first task run.