Finance
Use GL, ERP, CRM, and payment data to prepare bookings, board memos, reconciliations, and finance research.
Pull Stripe, HubSpot, and ERP data into a board-ready revenue memo.
Workflow plays
More work finance teams can hand to Hai.
Concrete recurring workflows that use company knowledge, connected tools, live artifacts, channels, and governed execution.
A Stripe payment lands or a renewal closes in CRM.
Hai reads indexed integrations across Stripe, HubSpot, ERP, and Slack, compares contract context to accounting policy, and prepares the booking fields for finance review.
Scheduled close heartbeat before the finance review.
Hai scans unreconciled payments, stale receivables, missing invoices, and unusual deltas, then creates a focused task list instead of another spreadsheet dump.
A supplier invoice arrives by email or shared files.
Hai uses document conversion skills, prior vendor memory, accounting policy, and browser research when needed to prepare coding suggestions and flag VAT or approval issues.
Weekly or monthly board packet preparation.
Hai combines GL, CRM, pipeline, cash, and support context into a live artifact or widget so leadership can inspect assumptions before the memo is shared.
Hai keeps tool access permission-scoped and places sensitive actions behind human approval before execution.