- ListeningSales tracking scattered across several spreadsheets; the team did not share one calendar.
- DesignA single tracker, no duplicates, with standard stages and an owner per line.
- DeliveryFirst organization and calendar; then payment reminders in notify-only mode.
- Growing togetherAfter seeing an AI assistant at work, the company asked for one for its own finance routine.
I want a finance assistant that talks to me like a person.RME client, paraphrased