Lindy for operations and finance
The AI teammate for ops and finance.
The Monday deck, invoice intake, spend flags, and the month-end chase. Tag Lindy in Slack and it runs them.
Works with all your tools
Google Sheets
QuickBooks
Gmail
Slack
Stripe
What Lindy runs for ops and finance
The jobs ops and finance hand to Lindy.
Each one runs on a schedule you set, in the channel you pick.
+1
Build your staff meeting deck
The Monday deck, built from your CRM, support, and usage numbers, charts included.
+2
Compare vendors
Researches vendors, builds the pros, cons, and price math on a sheet, and ranks them.
+1
Log every invoice
Pulls invoices, reconciles, and logs everything on a spreadsheet.
+3
Answer data questions in Slack
Plain-English questions against your data warehouse, answered in the thread. No SQL.
+3
Catch spend anomalies
Watches recurring costs and subscriptions, and flags the ones that moved.
+1
Run the month-end chase
Chases down the missing receipts, invoices, and approvals so the close does not stall on people.
Your call
A one-line alert, or a full dashboard.
Same job, three depths. Ask Lindy for whichever you need.
Alert
@Lindy flag any recurring cost that jumps
Your warehouse bill jumped 42% this month. The usage tier kicked in on the 12th, and two queries drive most of it.
One line in Slack when a number moves.
Digest
@Lindy post the spend flags every Monday
Spend flags. One jump, one trim, the rest steady:
Every cost that moved, with the why, each Monday.
Dashboard
@Lindy make it a live spend board for the close
Done, link below. Every category, live from the ledger:
A live board with every line item behind it, ready for the close.
People use Lindy at some pretty cool places.
Ready when you are.
Free to try. In your Slack in two minutes.
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