Finance · use cases

Everything your finance team does, in one sentence.

A one-off assistant does a task and forgets it. Hexa learns how your finance team works, turns it into a workflow, and runs it the same way every time, for everyone. Each of these pulls from the tools where your data lives and does the whole chain.

Accountant "Reconcile last month's Ramp card spend against our QuickBooks expense accounts and flag anything uncategorized."

Pulls transactions from Ramp, matches them to QuickBooks expense accounts, and posts a list of uncategorized or mismatched charges to Slack.

pulls fromRampQuickBooksSlack
Accountant "Close out the month by matching Stripe payouts to the deposits recorded in QuickBooks and note any gaps."

Reads Stripe payouts, compares them to QuickBooks bank deposits, and writes a reconciliation summary of unmatched items to a Google Sheet.

pulls fromStripeQuickBooksGoogle Sheets
Accountant "Pull every Brex transaction over $500 this month, categorize them, and log the ones missing receipts."

Gathers Brex transactions above a threshold, categorizes them by merchant, and records receipt-missing entries in a Google Sheet.

pulls fromBrexGoogle Sheets
Accountant "Prep my month-end journal entries by summarizing this month's NetSuite activity and drafting the accruals in a doc."

Reads account activity from NetSuite, summarizes accrual candidates, and drafts a journal-entry memo in Google Docs.

pulls fromNetSuiteGoogle Docs
Accountant "Compare my expense categorizations in Ramp against last quarter's QuickBooks GL and surface any that drifted."

Reads Ramp category assignments, compares them to QuickBooks GL history, and lists inconsistent categorizations in a Notion page.

pulls fromRampQuickBooksNotion
Accountant "Build me a weekly cash digest from our Stripe balance and QuickBooks bank accounts and post it to the finance channel."

Pulls Stripe balance and QuickBooks bank balances, computes net cash movement, and posts a digest to Slack.

pulls fromStripeQuickBooksSlack
Accountant "Find all duplicate vendor bills entered in QuickBooks this month and email me the list to review."

Scans QuickBooks bills for duplicate amounts and vendors, and emails the flagged pairs via Gmail.

pulls fromQuickBooksGmail
Accountant "Summarize this month's Brex and Ramp spend by department and drop the breakdown into our accounting Notion."

Aggregates spend from Brex and Ramp by department and writes the breakdown to a Notion page.

pulls fromBrexRampNotion
Accountant "Cross-check the revenue I booked in NetSuite against Stripe charges for the quarter and flag variances."

Compares NetSuite booked revenue to Stripe charge totals by period and logs variances in a Google Sheet.

pulls fromNetSuiteStripeGoogle Sheets
Accountant "Clean up our chart-of-accounts mappings by finding QuickBooks transactions posted to the wrong account this month."

Reviews QuickBooks transactions against expected account rules and posts misposted entries to Slack for correction.

pulls fromQuickBooksSlack
FP&A "Build this month's budget-versus-actuals by pulling actuals from NetSuite against my budget sheet and drafting the variance narrative."

Reads actuals from NetSuite, compares to a Google Sheets budget, and drafts a variance narrative in Google Docs.

pulls fromNetSuiteGoogle SheetsGoogle Docs
FP&A "Refresh the revenue model with the latest Stripe MRR and Salesforce pipeline and post the updated forecast to Slack."

Pulls Stripe MRR and Salesforce pipeline, updates the forecast in Google Sheets, and posts the revised numbers to Slack.

pulls fromStripeSalesforceGoogle SheetsSlack
FP&A "Pull our product usage from Amplitude and revenue from Stripe to update the net-revenue-retention tab in my model."

Reads engagement cohorts from Amplitude and revenue from Stripe, then updates the NRR calculations in Google Sheets.

pulls fromAmplitudeStripeGoogle Sheets
FP&A "Prep me for the board meeting by summarizing this quarter's Snowflake revenue metrics into a deck outline."

Queries quarterly revenue metrics from Snowflake and drafts a board-deck outline in Google Docs.

pulls fromSnowflakeGoogle Docs
FP&A "Compare headcount plan in my sheet against actual hires in Workday and flag where we are over or under plan."

Reads planned headcount from Google Sheets and actual employees from Workday, and lists over/under-plan gaps in Slack.

pulls fromGoogle SheetsWorkdaySlack
FP&A "Build a weekly burn-rate digest from NetSuite spend and Brex card activity and email it to the leadership list."

Aggregates NetSuite operating spend and Brex card activity into a burn-rate summary and emails it via Gmail.

pulls fromNetSuiteBrexGmail
FP&A "Pull CAC inputs from marketing spend in Marketo and closed deals in Salesforce and refresh the unit-economics tab."

Reads campaign spend from Marketo and closed-won deals from Salesforce, then updates CAC calculations in Google Sheets.

pulls fromMarketoSalesforceGoogle Sheets
FP&A "Reconcile the forecast assumptions in Looker against the actuals in Snowflake and draft a note on where they diverge."

Compares Looker forecast figures to Snowflake actuals and drafts a divergence note in Google Docs.

pulls fromLookerSnowflakeGoogle Docs
FP&A "Summarize this month's departmental spend from NetSuite and post each team's variance to their Slack channel."

Reads departmental actuals from NetSuite, computes variance to budget, and routes each team's summary to its Slack channel.

pulls fromNetSuiteSlack
FP&A "Update my scenario model with the latest churn from Mixpanel and revenue from Stripe and flag downside risk."

Pulls churn cohorts from Mixpanel and revenue from Stripe, updates scenario tabs in Google Sheets, and notes downside risk in Slack.

pulls fromMixpanelStripeGoogle SheetsSlack
Controller "Prep the month-end close checklist by pulling open items from NetSuite and assigning tasks in Asana."

Reads unreconciled and open items from NetSuite and creates assigned close-checklist tasks in Asana.

pulls fromNetSuiteAsana
Controller "Reconcile intercompany balances across our NetSuite subsidiaries and draft the elimination entries."

Reads intercompany balances from NetSuite, identifies mismatches, and drafts elimination entries in Google Docs.

pulls fromNetSuiteGoogle Docs
Controller "Audit our revenue recognition by comparing Stripe subscription terms to what's booked in NetSuite."

Compares Stripe subscription start and term dates to NetSuite recognized revenue and logs mismatches in a Google Sheet.

pulls fromStripeNetSuiteGoogle Sheets
Controller "Summarize open audit requests from our Google Drive folder and track outstanding items in Notion."

Reads audit request files from Google Drive, summarizes outstanding items, and tracks their status in Notion.

pulls fromGoogle DriveNotion
Controller "Post a month-end close status update to Slack by checking which reconciliation tasks in Asana are still open."

Reads close-task status from Asana and posts a rollup of remaining open reconciliations to Slack.

pulls fromAsanaSlack
Controller "Cross-check payroll runs in Workday against the payroll expense posted in NetSuite for the quarter."

Compares Workday payroll totals to NetSuite payroll expense by period and lists discrepancies in a Google Sheet.

pulls fromWorkdayNetSuiteGoogle Sheets
Controller "Review this month's manual journal entries in NetSuite and flag any missing approvals for the audit trail."

Scans NetSuite manual journal entries for missing approver documentation and emails the flagged list via Gmail.

pulls fromNetSuiteGmail
Controller "Verify our fixed-asset register in a Google Sheet ties to the depreciation posted in NetSuite this year."

Compares the Google Sheets fixed-asset register to NetSuite depreciation entries and notes reconciling items in Slack.

pulls fromGoogle SheetsNetSuiteSlack
Controller "Draft the quarterly accounting policy memo from our Confluence guidance and this quarter's NetSuite activity."

Reads policy guidance from Confluence and quarterly activity from NetSuite and drafts a policy memo in Google Docs.

pulls fromConfluenceNetSuiteGoogle Docs
Controller "Route each open close task in Asana to its owner in Slack and summarize blockers back to me."

Reads open close tasks from Asana, notifies each owner in Slack, and compiles reported blockers into a summary.

pulls fromAsanaSlack
AP/AR "Chase every invoice over 30 days past due in QuickBooks by drafting a reminder email for each customer."

Reads overdue receivables from QuickBooks and drafts per-customer reminder emails in Gmail.

pulls fromQuickBooksGmail
AP/AR "Match incoming vendor bills from my inbox to open purchase orders in NetSuite and flag mismatches."

Reads vendor bill emails in Gmail, matches them to NetSuite purchase orders, and logs mismatches in a Google Sheet.

pulls fromGmailNetSuiteGoogle Sheets
AP/AR "Build the weekly AR aging report from QuickBooks and post the top overdue accounts to our collections channel."

Pulls receivables aging from QuickBooks and posts the largest overdue accounts to Slack.

pulls fromQuickBooksSlack
AP/AR "Reconcile customer payments from Stripe against open invoices in QuickBooks and apply the matches I confirm."

Matches Stripe payments to open QuickBooks invoices and drafts payment applications for confirmation in a Google Sheet.

pulls fromStripeQuickBooksGoogle Sheets
AP/AR "Triage this morning's AP inbox by sorting new vendor bills, disputes, and statements into a tracker."

Reads new AP emails in Gmail, classifies them by type, and logs each into a Notion tracker.

pulls fromGmailNotion
AP/AR "Prep this week's payment run by listing bills due in QuickBooks and drafting the batch for approval in Slack."

Reads bills due within the week from QuickBooks and posts a proposed payment batch to Slack for approval.

pulls fromQuickBooksSlack
AP/AR "Follow up on unpaid Stripe subscription invoices by drafting dunning emails and logging each attempt."

Reads failed and unpaid invoices from Stripe, drafts dunning emails in Gmail, and logs attempts in a Google Sheet.

pulls fromStripeGmailGoogle Sheets
AP/AR "Clean up duplicate vendor records in NetSuite by finding matches and drafting a merge list for review."

Scans NetSuite vendor records for likely duplicates and drafts a merge-candidate list in Google Docs.

pulls fromNetSuiteGoogle Docs
AP/AR "Sync new customers created in Salesforce into QuickBooks so we can invoice them without re-entry."

Reads new customer accounts from Salesforce and creates matching customer records in QuickBooks.

pulls fromSalesforceQuickBooks
AP/AR "Summarize this month's AP activity by vendor from Bill payments in QuickBooks and email me the top spenders."

Aggregates QuickBooks vendor payments for the month and emails a top-vendor spend summary via Gmail.

pulls fromQuickBooksGmail
Procurement "Review contracts up for renewal in the next 60 days from our Google Drive and draft renewal reminders to owners."

Reads contract files from Google Drive, identifies upcoming renewals, and drafts owner reminder emails in Gmail.

pulls fromGoogle DriveGmail
Procurement "Compare our SaaS spend in Ramp against the license counts in Okta and flag tools we're overpaying for."

Reads SaaS charges from Ramp and active seat counts from Okta, and lists likely over-provisioned tools in a Google Sheet.

pulls fromRampOktaGoogle Sheets
Procurement "Triage new purchase requests in Jira, check them against approved vendors in Notion, and route each for approval."

Reads purchase-request tickets in Jira, validates vendors against a Notion approved list, and posts routing decisions to Slack.

pulls fromJiraNotionSlack
Procurement "Build a monthly vendor spend digest from Brex and NetSuite and post the top vendors to our procurement channel."

Aggregates vendor spend from Brex and NetSuite and posts the top-vendor digest to Slack.

pulls fromBrexNetSuiteSlack
Procurement "Track outstanding purchase orders in NetSuite against received goods and flag POs still open past their date."

Reads open purchase orders from NetSuite, checks receipt status, and logs overdue POs in a Google Sheet.

pulls fromNetSuiteGoogle Sheets
Procurement "Enrich our new vendor list in a sheet with company details from Bowtie and draft onboarding requests."

Reads new vendors from Google Sheets, enriches them via Bowtie, and drafts onboarding request emails in Gmail.

pulls fromGoogle SheetsBowtieGmail
Procurement "Summarize this quarter's negotiated savings by pulling contract terms from Notion and actual spend from Ramp."

Compares contracted rates in Notion to actual Ramp spend and drafts a savings summary in Google Docs.

pulls fromNotionRampGoogle Docs
Procurement "Prep for the vendor QBR by pulling our spend from NetSuite and open issues from Zendesk into a briefing."

Reads vendor spend from NetSuite and open support tickets from Zendesk and drafts a QBR briefing in Google Docs.

pulls fromNetSuiteZendeskGoogle Docs
Procurement "Reconcile approved purchase requests in Jira against actual invoices in QuickBooks and flag unapproved spend."

Matches approved Jira purchase requests to QuickBooks invoices and lists spend lacking an approval in Slack.

pulls fromJiraQuickBooksSlack
Procurement "Clean up our vendor tracker in Notion by cross-checking active status against recent payments in NetSuite."

Compares Notion vendor status to recent NetSuite payment activity and updates stale or inactive vendor entries in Notion.

pulls fromNotionNetSuite
Why not just a general assistant?

Anyone can do a task once. Hexa runs your business's workflows.

A general agent handles a one-off prompt and starts cold next time. Hexa keeps the workflow: it knows your tools, your conventions, and how your team actually works, so the same sentence works next week, for you and the teammate you shared it with, on their own accounts and under your approval policy.

Run your first one today.

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