Runwork for Finance Teams
The close model that only runs on one analyst's laptop.
Your analyst got their AI to reconcile the month-end numbers, and it works. It also lives entirely on their machine and stops the moment they close it. On Runwork it runs in the team cloud on a schedule, with the access controls and audit trail your controller is going to ask for.
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The Challenge
- The close model runs on one analyst's laptop and nowhere else
- It stops the moment that machine goes to sleep
- Nobody else can run it, and nobody wants to touch it
- Your controller asks who can see those numbers, and there is no answer
- Every analyst rebuilds the same variance work their own way
- When that analyst leaves, the method leaves with them
The Runwork Solution
- The reconciliation runs in the team cloud on a schedule, not on a laptop
- Access control and an audit trail your controller can actually open
- What one analyst teaches their AI, the next analyst's AI already knows
- Close tasks keep moving when someone is out sick
- One version of the variance math, and a record of who changed it
- The method stays when the person moves on
What your team gets
A close that doesn't depend on one person
The reconciliation your analyst worked out runs in the team cloud on your schedule, and anyone on the team can pick it up.
Your policy rules, in every finance AI
Expense limits, approval thresholds, what needs pre-approval. Taught once, applied the same way by everyone's AI.
An audit trail for AI work
Who ran what, against which data, and when. The evidence your controller and your auditor are going to ask for.
Controls on who can touch what
Payroll data visible to the people who should see it, and not to the rest of the team's AI.
Budget answers without a report request
Department heads ask their own AI and get their real numbers, so you stop being the export button.
A view of who is getting better
Adoption across the team, so you can see which analysts are actually working this way.
A Day in the Life
8:00 AM: Expense queue. 14 reports came in yesterday. The expense app flagged 3 that broke policy, over the limit without pre-approval, because your policy rules are a team skill now instead of something each person's AI half remembers. You approve the rest, and the workflow sends them to payroll.
10:00 AM: Budget check. Marketing wants to know what is left. You send them the link to their budget view: committed spend, pending POs, available funds. They ask their own AI the follow-up questions. You are not the export button anymore.
1:00 PM: Reconciliation, without the laptop. Your analyst's matching logic ran overnight as a scheduled job in the team cloud. 47 invoices matched to POs and queued for payment, 3 exceptions waiting on you. She was on a flight the whole time, and it ran anyway.
3:00 PM: Close prep. Month-end is Friday. The close checklist shows accruals posted, intercompany cleared, revenue recognized, each with an owner and a date. 28 of 32 green. The two items the analyst who left used to own are green too, because her method stayed.
4:30 PM: The question your controller asks. Not "can AI do this" but "who ran it, on what data, and who could see it." You open the activity record: every run, every person, every source system your banking integrations touched. Payroll data was visible to two people and their AI, and to nobody else's. That is the answer, and it took a minute to get.
Frequently Asked Questions
Our close work lives on one analyst's laptop. What changes?
Does finance need IT to set this up?
What does our controller get for the audit?
Does it connect to our accounting systems?
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