#finance · alertpreview
Lowest point in the next weeks, from your bills and payroll: $52,000 on Nov 14.
Automations / Alerts
Hear about it when it matters. Not at month-end.
A short message in Slack, Teams or email when your balance gets low, a big client is late or a payment looks unusual. You set the thresholds. When nothing is wrong, you hear nothing.
from $1,200 · fixedready in 2 weeks30 days of tuningyour thresholds, your quiet hours
#finance · alertThu 09:12
Balance will drop under $40k on Nov 14 after payroll, unless Client A pays.
see why
#finance · alertTue 08:30
Client A is 18 days late on $30,000. It's your largest open invoice.
see invoice
#finance · alertMon 11:47
Unusual: $4,800 to a new supplier, Brightline Media. Expected?
yes, expectedcheck
#finance · weeklyFri 17:00
Quiet week. No alerts triggered. Balance $87,750.
Finding out, before and after.
low balance
You find out when a payment bounces or the bank calls.
late payers
You notice at month-end, when it's already a problem.
unusual spending
A duplicate charge or a new subscription, found at year-end.
noise
Dashboards you never open.
What you get.
Low balance aheadunder $40,000 in the next 4 weeks
Late payerany invoice over $5,000, 15 days late
Unusual paymentnew supplier, or 2× the usual amount
Possible duplicate chargesame amount, same supplier, same week
Tax date coming7 days before each due date
channel#finance in Slack
also toyou@yourfirm.com
quiet hours20:00 – 07:30 · weekends
urgent onesalways, even in quiet hours
weekly digestFriday 17:00
SlackTeamsemail
How it gets built.
week 1
Connect
You create your server and accounts with a guide, then connect your accounting software and Slack, Teams or email with one click.
you: about an hour
week 1
Thresholds
We agree which alerts you want, the amounts and the quiet hours.
you: 30 minutes
week 2
Go live
Alerts start with your real data. We check none of them is noise.
you: a quick check
+30 days
Tune & hand over
Thresholds adjusted to what actually happened. Then my access is removed.
it runs without me
What's included.
- Up to five alertsLow balance, late payer, unusual payment, duplicate charge, tax dates, or your own.
- Your thresholds and quiet hoursChangeable later, without me.
- Weekly digestOptional, so silence never feels like a breakdown.
- 30 days of tuningSo the alerts stay useful.
- Handover guideHow to change a threshold or add a recipient.
from$1,200
fixed · quoted in writing before I start
timeline counts from the day your accounts are connected
What you'll need.
- QuickBooks Online, Xero or OdooWith the bank feed connected.
- A server and accounts in your nameFor the automation tools. You pay the providers directly, at their price.
- Slack, Teams or an email addressWhere alerts should arrive.
- About an hour and a half of your timeSpread over two weeks.
I don't host or keep your data. My access is temporary and removed at handover.
Works well with.
13-week forecast
Built from your real invoices and bills, with a safety floor.
Weekly cash report
In, out, who owes you and the lowest point ahead, every Monday.
Collections
Polite reminders for overdue invoices, stopped the moment they pay.
Questions.
Won't I get too many messages?
No, that's what the thirty days of tuning are for. If an alert fires and you don't act on it, the threshold is wrong and we change it.
Does the low-balance alert only look at today?
It looks ahead at the bills, payroll and invoices already in your books. For a full view of the weeks ahead, see the 13-week forecast.
Can my team receive some alerts and not others?
Yes. Each alert can go to a different channel or person.
Do I have to give you my passwords?
No. Your accounting software and the other tools connect with one click through their official sign-in, to a system in your name. I never see those passwords.
Where is my data stored?
On a server and accounts in your name. Nothing is copied to my systems, and my access is removed at handover.
Is there a monthly fee?
Not to me. You pay your own providers (server, automation and AI accounts) directly, at their price. The setup is a one-off fixed price.
Silence when it's fine.
A message when it's not.
Tell me what you'd want to hear about and where. You'll get a fixed quote in writing within two business days.