One consultant. A firm's worth of back office.
Autransive leads automation via example. The vast majority of the firm's processes operate themselves, with human involvement to provide judgement and control in the right places.
A finance function that runs itself - right up to the approval line.
Autransive's own finance function - invoicing, supplier bills, the month-end close, reconciliation, and forecasting all run automatically - with a human sign-off.
Capture
Hours logged in plain conversation; supplier invoices captured from the inbox automatically - no manual data entry.
Prepare
Monthly invoices generated from the timesheet with branded, per-client detail workbooks; supplier bills read, coded and matched.
Draft
Invoices and bills drafted straight into the accounting system, attachments included and numbered in sequence.
Approve
The vital human-in-the-loop step - every draft is reviewed in-app and approved. Nothing posts, sends, or pays on its own, but the effort is expended on checking, not preparing.
Close & report
A scheduled month-end pack - P&L against forecast with variance commentary, and an unreconciled-items check - lands ready to sign off.
Refreshed from actuals each month, with variance against plan.
Overdue invoices surfaced in the morning brief.
A semantic database that answers plain-language questions across every transaction.
A roster of agents runs the business rhythm.
The finance suite isn't the only thing automated. The rest of the back office runs on a persistent institutional memory - so the assistant starts each day already knowing the clients, the commitments, and the workflow - and a set of scheduled agents work autonomously to manage the firm.
Morning brief
DailyCalendar, priority email, task priorities, the day's outreach, overdue invoices and client deadlines - in the inbox before the day starts.
Comms triage
ContinuousSweeps email and Slack, filters the noise, and routes every real item to the task board, the risk register, or the right client file.
Meeting capture
Per meetingPulls meeting transcripts, cleans up the jargon, and turns spoken commitments into tracked tasks - nothing left in a notebook.
Prospect radar
WeeklyWatches a named-account list for buying signals - CFO moves, finance-systems hiring, funding, ERP news - and flags what's worth a conversation.
Board & hygiene
WeeklyRebalances the task board and runs a health check across the workspace, catching stale trackers early.
Client updates
WeeklyDrafts a short hours-and-status note for each active client, reviewed before it sends, so the monthly invoice is agreed as it accrues - never a surprise.
Autonomy on the inside. A human gate on the outside.
The core design decision is a hard line between answering and acting. The AI works freely where the stakes are low, and stops at every point where something could leave the building.
Low-risk, so fully automated
- + Drafts - emails, documents, invoices, bills, the close
- + Files, analyses and queries the firm's data
- + Runs the scheduled rhythm
Leaves the building, so gated
- • Any email that reaches a client
- • Any booking on the calendar
- • Any invoice or bill posted to the ledger
- • Write access to a client system
- • Anything sent under the firm's name
Automated email goes out under a clearly disclosed AI persona - never masquerading as a colleague - and the engagement tooling holds zero client data. It's the same answer-versus-act design Autransive can build for a finance function, applied to itself first.
Autransive doesn't just recommend this. It runs on it.Book an intro call with Dan →