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.

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Works with all your tools

Google Sheets QuickBooks Gmail Slack Stripe

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.

3. Log every invoice
   Pulls invoices, reconciles, and logs everything on a spreadsheet.

4. Answer data questions in Slack
   Plain-English questions against your data warehouse, answered in the thread. No SQL.

5. Catch spend anomalies
   Watches recurring costs and subscriptions, and flags the ones that moved.

6. Run the month-end chase
   Chases down the missing receipts, invoices, and approvals so the close does not stall on people.

Also runs: Never miss a renewal

A one-line alert, or a full dashboard.

Same job, three depths. Ask Lindy for whichever you need.

Alert

Your warehouse bill jumped 42% this month. The usage tier kicked in on the 12th, and two queries drive most of it.

Digest

Spend flags. One jump, one trim, the rest steady:

• Warehouse +42% · usage tier
• Zoom 8 unused seats · Trim
• SaaS total $41.2k · +3% MoM · Steady

Dashboard

Done, link below. Every category, live from the ledger:

• Spend board live page · July close
  • Software $41k
  • Infra $28k
  • Vendors $19k
  • Travel $8k

People use Lindy at some pretty cool places.

Ready when you are.

Free to try. In your Slack in two minutes.