Runwork
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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?
She keeps working with her own AI exactly as she does now. The difference is where the result lives. It runs in the team cloud on a schedule, so it still runs when her laptop is closed, and the rest of the team can run it too. Nothing about her day gets harder.
Does finance need IT to set this up?
No. You describe what you want to your own AI, in the tool you already use, and it makes the thing. Runwork is where it runs: on a schedule, with permissions and an audit log around it. Your agent does the making, Runwork keeps it running for the team.
What does our controller get for the audit?
A record of who ran what, when, against which system, plus who had access to it. Every action is logged. Permissions are set per person and per dataset, so payroll numbers are not in reach of the whole team by default. That is usually the first question, and it has a real answer.
Does it connect to our accounting systems?
Yes. QuickBooks, NetSuite, Xero and your banking connections are set up once for the team. After that anyone in finance asks their own AI and it reads real transaction data. Over a few months you can watch the adoption numbers move, which is the honest way to tell whether your finance team is actually getting better at this.

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