# 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](/content/use-cases/never-miss-a-renewal/index.html)

## 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.