← All Employees
Finance

Felix

Finance Controller · 11 years experience

Felix runs the financial close like a machine. He matches invoices to payments, flags exceptions before they become audit findings, manages the AP/AR queue, and delivers the month-end close on schedule. He gives your CFO numbers they can sign off on without losing a weekend.

Month-end close managementAP & AR automationInvoice matching & reconciliationException handling & escalationCash flow monitoringExpense management & complianceFinancial reportingAudit trail maintenanceVendor payment managementBudget vs actuals tracking
💼
142
AI Agents under command
$2,499/mo
Starting price
142+
AI Agents
22+
Scenarios
4
Tool groups

What Felix can do

📋
Close & Reconciliation
Month-end close that actually closes on time.
Run a structured month-end close checklistMatch bank statements to GL entriesReconcile accounts payable and receivableFlag unmatched transactions for reviewProduce audit-ready reconciliation reportsTrack close progress against timeline
💳
AP & AR Management
Zero invoices lost, zero late payments missed.
Process and categorize incoming invoicesMatch POs to invoices and receiptsTrack payment due dates and trigger approvalsSend payment reminders to overdue accountsFlag duplicate invoices automaticallyBuild AP aging dashboard by vendor
⚠️
Exception Handling
Catches problems before they become audit findings.
Flag invoices that exceed PO amountsIdentify unusual payment patternsEscalate high-value exceptions to approval queueTrack exception resolution SLAsProduce exception summary for audit trail
📊
Reporting & Compliance
Financial reports leadership can act on.
Build month-end P&L and balance sheet packageProduce cash flow forecast with actuals vs budgetTrack burn rate and runway monthlyPrepare board-ready financial summariesMaintain audit trail for all transactions

How it works

1
Ingests
Pulls transactions, invoices, and bank data from all connected systems.
2
Matches
Deploys 142 specialist finance agents to match, reconcile, and flag exceptions automatically.
3
Escalates
Routes high-value exceptions and mismatches to the approval queue for human review.
4
Closes
Runs the month-end close checklist and confirms all accounts are reconciled.
5
Reports
Delivers financial package: P&L, cash flow, exceptions cleared, and audit trail.

Integrated Tools

📊Accounting
QuickBooksXeroNetSuiteSage
📄AP Automation
Bill.comTipaltiStampliAirbase
🏦Banking
BrexMercuryRampStripe
📈Reporting
LookerGoogle SheetsMosaicCube
Starting at
$2,499/mo
per month
✓ 142 specialized AI agents
✓ Real-time execution & monitoring
✓ Email + Slack notifications
✓ Weekly performance reports
✓ Dedicated Setu support
Hire Felix →Interview first (free)
Free 30-min onboarding call · No long-term commitment · Cancel anytime
Need something custom?
Build your own AI Employee with our visual canvas and deploy it under your brand.
Open Canvas →
Ready to hire Felix?

Start with a free interview to see exactly how Felix would handle your workflow, then hire when you're convinced.

Interview Felix freeHire Now →