Workflow coordinator / finance
Finance Department Orchestrator
Main-agent guidance for a six-workflow finance department that keeps all finance facts external while coordinating bounded agents, provider actions, received-payment settlement approvals,…
Codex
Claude
GeminiThe coordinating role
Keeps the whole job coherent.
The orchestrator turns the request into a complete plan, assembles the right context for every stage, brings in focused specialists, and protects review and approval boundaries.
- Adapts the reusable workflow to the current goal and available context.
- Separates research, creation, review, and action so responsibilities stay clear.
- Keeps status, dependencies, decisions, and proof connected from start to finish.
Specialists it coordinates
A team assembled around the work.
Workflows it coordinates
See the complete plans.
Open a workflow to watch its stages move and see which specialists and connected apps take part.
Finance Bookkeeping Preparation and Reconciliation
A reviewed, externally recorded close packet marked prepared/unposted, with matched and exception refs that can be handed to later workflows.
Finance Cashflow Management
A dated external thirteen-week forecast packet with safe evidence/proof refs, uncertainty, exception state, and tax-estimate handoff readiness.
Finance Payment Request
One external payment request linked to a safe Stripe invoice reference, with deterministic mutation recovery and separate owner-approved finalization and send gates.
Finance Payment Request Follow-Ups
A safe external follow-up or settlement decision record. Every invoice is suppressed, exception-bound, or eligible for one owner-approved Stripe resend; a selected received payment is…
Finance Receipt Intake
One verified external receipt record with original evidence retained, safe proof refs, and an IMAP acknowledgement only after the host completes the common intake contract.
Finance Tax Estimates
An external tax-estimate packet with current IRS and FTB source refs, separate projected-annual-liability and current-installment states, CPA/EA review, owner approval, and safe cashflow…