Daywing for Finance & accounting

Get the numbers and the exceptions right.

Reconcile supplied records, prepare useful reviews, and keep financial follow-up organized. An AI agent you can delegate work to, using your team’s existing software.

Choose your first job ↗
A job you could delegate
“Reconcile invoices and payments. Keep the result with the work, and tell me what needs my attention.”

Illustrative request · Actual scope and connections are checked before execution.

Four practical places to start

Give Daywing the objective and context. It works through the steps, retains the result, and checks changes in the destination tool. Ask in web chat, Slack, Teams or iMessage once your channel is connected.

01

Reconcile invoices and payments

Exact balances and a source-level discrepancy report.

Give Daywing this job ↗
What the job involves
  1. Read the complete specified records or supplied tables.
  2. Run analyze_work_records in reconciliation mode.
  3. Retain duplicates, invalid rows, credits and overdue balances.
  4. Save the exact totals and exception IDs for review.

Start with: Invoice records; Payment records; As-of date and currency.

What a good result requires
  • Use integer minor currency units.
  • Never treat a blank amount as zero.
  • No ledger posting or money movement.
02

Prepare and send an agreed payment reminder

A factual reminder for a verified outstanding invoice.

Give Daywing this job ↗
What the job involves
  1. Read invoice and payment evidence as of the request.
  2. Calculate outstanding balance deterministically.
  3. Prepare the exact authorized reminder with invoice reference.
  4. Read the sent message and verify recipient and content.

Start with: Invoice ID; Confirmed recipient; Reminder policy.

What a good result requires
  • No changed terms, late fees or payment commitments.
  • Do not send for a paid or ambiguous invoice.
  • No financial transaction.
03

Create review tasks for financial exceptions

Verified review tasks linked to specific discrepancies.

Give Daywing this job ↗
What the job involves
  1. Calculate exceptions from complete supplied records.
  2. Retain invalid and duplicate IDs rather than hiding them.
  3. Create one review task per requested exception.
  4. Read back each task and source reference.

Start with: Records; Exception rules; Destination project.

What a good result requires
  • No automatic accounting correction.
  • Do not double-count duplicate payments.
  • Do not mark discrepancies resolved from task creation.
04

Prepare a month-end review pack

A saved checklist and evidence-backed summary for the reviewer.

Give Daywing this job ↗
What the job involves
  1. Read the close checklist and supplied records.
  2. Calculate defined totals and identify missing evidence.
  3. Write exception summary, open items and owner next steps.
  4. Save the review pack and exact reporting window.

Start with: Reporting period; Close checklist; Records and owners.

What a good result requires
  • No accounting sign-off or ledger posting.
  • Use supplied accounting policy.
  • Do not invent completion or audited status.
Keep your existing software

Work where the
work already lives.

Choose the relevant app for the job. Each employee’s agent has its own access. Admins can assign systems; employees can connect accounts they already use.

Choose connections ↗
SpreadsheetsGoogle Sheets / Airtable
Work emailGmail / Outlook
Project managementAsana / Linear / Jira / Clickup / Trello / Github
Company knowledgeNotion / Google Docs

Writes use exact approval or a routine scope you delegate. The saved result is checked independently. Scheduled work uses a saved cadence and follows the same permissions.

Pilot availability: these workflows are implemented as agent recipes and use the supported execution tools. Each full workflow still needs a pilot in the connected company account. View workflow readiness. A verified Google Calendar action is recorded in pilot evidence.

Give it a real job.

Start with one piece of work you want off your plate.

Meet your Daywing ↗