The spreadsheet work of finance, done before you ask.
Concierge matches payouts, invoices and supplier files against your orders, flags what does not add up and prepares clean files for your accountant, on its own computer.
Month-end means downloading statements, lining them up against orders and hunting for the few lines that do not match. It takes days, and it is easy to get wrong. Concierge does the matching on its own computer and hands you only the exceptions.
What it takes off your plate.
Reconciliation
Matches payouts, invoices and supplier files to your orders.
Finds the exceptions
Lists exactly what does not match, and why.
Checks invoices
Compares supplier invoices with what you ordered and received.
Ready-to-send files
Clean spreadsheets for your accountant or bookkeeping system.
A day with Concierge.
Month-end
A scheduled task kicks off the reconciliation.
It gathers files
From your drives, portals and store data.
It matches
Every line checked, mismatches explained.
You review exceptions
Only the handful that need a decision.
What changes for your team.
Days become minutes
Month-end stops taking a week.
Fewer mistakes
Every line checked the same way.
Audit-friendly
Every step and file is on the record.
Common questions
What is Concierge for finance?
Concierge matches payouts, invoices and supplier files against your orders, flags what does not add up and prepares clean files for your accountant, on its own computer.
How does it work?
Month-end: A scheduled task kicks off the reconciliation. It gathers files: From your drives, portals and store data. It matches: Every line checked, mismatches explained. You review exceptions: Only the handful that need a decision.
Does Concierge follow my rules?
Yes. Concierge only uses the tools and data you grant, answers from information you approve, asks for approval before consequential actions and keeps a record of every step. A teammate can take over any conversation.
How much does Concierge cost?
Concierge Starter is $20 a month with 20,000 credits. Pro is $199 a month with 199,000 credits, or $1,990 a year. Phone and text charges are billed as used, and you can connect your own OpenAI or Anthropic account.
Put a digital employee to work.
Concierge answers your customers, runs back-office work on its own computer and gets better every week. See it on your own store.
