An AI Finance Workforce.
Track, reconcile, and report — with a workforce that keeps the books current and the numbers explainable. It never moves money on its own.
The workflow
The work this team does every day — with a workforce on it.
- Manual reconciliation
- Month-end crunch
- Numbers no one can explain
- Data across many tools
- Errors caught too late
The workforce
Connects to
StripeQuickBooksBank feedSheets
How it works
Four steps to a working workforce.
1
Transactions flow in
From your payment and banking tools.
2
Workers categorize and reconcile
Books stay current, not weeks behind.
3
Reports are drafted for review
Explainable numbers your team signs off on.
4
It never moves money
Payments and transfers always stay with humans.
Starter blueprint
Starter Blueprint: Finance
An illustrative starting point — not a customer claim. This is the shape of what you would set up.
Where you areBooks behind and month-end painful.
What Piloop draftsPiloop drafts a Finance Workforce for bookkeeping and reporting.
First workflowsFirst workflows: categorization, reconciliation, draft reports.
What improves over timeCategorization and explanations get sharper.
Proof to look forLook for faster close and explainable numbers.