USE CASES // 04 — OPS & FINANCE

No more
spreadsheet wrangling.

Vendor chasing, board pack rebuilding, invoice retyping, cross-team nudges — gone. An ops and finance coworker that lives in Slack and WhatsApp, hooked into your Stripe, your CRM, your HRIS, your payroll. Closes the loop. Quietly.

Book discovery →See the workflows
01 / WHAT IT DOES

What Openrift does for ops and finance.

Ops is the seam
between every tool you own.
We send agents to live in the seam.

Most ops work is moving structured data between tools that don't talk. Reading a PDF, retyping it into a ledger. Asking a country lead for a number that lives in another spreadsheet. Reconciling a Stripe payout against an Xero deposit.

Openrift agents connect to your real systems with scoped permissions. They read, write, reconcile, nudge, escalate. Approvals stay with humans. Execution moves.

You stop being the bottleneck.

02 / WORKFLOWS

Six workflows we ship for ops & finance.

Before → After
01
Monthly · on demand

Board pack assembly

Stripe, CRM, Sheets, HRIS — pulled, reconciled, narrated, exported. A polished investor or board update at the end.

Before

Last business day of the month becomes a fourteen-tab spreadsheet chase. Half the numbers don't agree. The CEO asks why ARR moved overnight.

With Openrift

Agent pulls live revenue and burn from Stripe + Xero. Pipeline movement from HubSpot. Headcount from BambooHR. Reconciles the deltas. Drafts the narrative. Exports the deck. You review and send.

StripeXeroHubSpotBambooHRSlides
02
Per-invoice · live

Invoice + contract processing

Reads PDFs. Pulls line items. Matches to POs. Flags anomalies. Queues for review. Pays once approved.

Before

Invoices pile up in a shared inbox. Someone retypes them into Xero. Errors creep in. The wrong amount goes out twice in March.

With Openrift

Agent watches the inbox. OCRs every invoice. Matches line items against the PO. Flags duplicates and amount drift. Queues for finance approval with a one-line summary. Once approved, posts to the bank and books the journal.

GmailXeroStripeWiseNotion
03
Nightly · weekly summary

Forecast refresh

Operating models updated with live data. Variance highlighted. Driver shifts annotated. Re-run anytime.

Before

FP&A spends Thursday rebuilding the model with Wednesday's numbers. It's stale on Friday. The board meets on Monday.

With Openrift

Agent owns the forecast workbook. Pulls actuals nightly. Recomputes runway, ARR, headcount-driven costs. Flags lines that drifted >5% from plan. Drops a variance summary in #finance every Friday morning.

SheetsStripeXeroBambooHRSlack
04
Cycle-aware · continuous

Cross-team automation

Tracks missing inputs. Nudges owners. Syncs tools. Closes the loop without you babysitting.

Before

You ping the country lead three times for the monthly numbers. They miss the deadline. You miss the report. You ping again next month.

With Openrift

Agent owns the recurring checklist. Knows who owes what by when. Nudges in WhatsApp before the deadline. Escalates on slip. Confirms the inputs land in the right tool. The loop closes without your name in it.

NotionSlackWhatsAppSheets
05
Daily · live aging

AR/AP follow-ups

Payment reminders sent. Aging tracked. Overdues escalated. Bad-debt risk flagged.

Before

An account is 60 days overdue. Nobody noticed. The collections email never went out. The relationship sours by the time finance flags it.

With Openrift

Agent tracks aging from Xero. Sends graceful reminders at 7/14/30/60 days from a templated voice. Escalates to the account owner at 30 days. Posts a weekly aging summary in #finance with cashflow impact.

XeroStripeGmailWhatsAppSlack
06
Per-event · audited

Headcount + payroll prep

Coordinates onboarding and offboarding across HRIS, payroll, access systems. Closes accounts. Reclaims licences.

Before

New hire starts. Doesn't have Notion access until day four. Old hire offboards. SaaS licence keeps billing for six months.

With Openrift

On hire, agent provisions across HRIS, payroll, Google Workspace, Notion, GitHub, Linear, the password manager. On offboard, reverses everything, captures handover notes, marks licences for reclaim. Drops the audit log in #people.

BambooHRDeelGoogle WorkspaceNotion1Password
// 05 — AR / AP FOLLOW-UPS

Chase vendors
where they actually answer.

In SEA, the invoice chaser that lands on WhatsApp gets paid. The one in an inbox does not. Agent drafts the polite reminder, references the invoice number, sends on your approval.

Aging tracked. Escalations queued. Cashflow protected.

O
Openrift · Vendor Ops
via Openrift · last active just now
Chase Ravi at Hwa Heng — INV-2026-0418 is 9 days overdue. Call him.
09:11
// VENDOR CALL · HWA HENG
Calling Ravi now.
09:11
No answer. Left a voicemail — referenced the invoice and the overdue date.
09:13
He called back. Says tax clearance with IRAS is delayed — needs 5 more days to release payment.
09:31
Want me to watch this and remind him on 22 May if nothing moves?
09:31
Yes. And if he still doesn't pay, escalate.
09:32
// WATCHING · ETA 22 MAY
Set. I'll follow up on 22 May. If no payment, I'll draft a formal demand and flag you.
09:32
Type a message…
03 / RECLAIMED

What you stop doing.

Removed from your week
  • Rebuilding the board pack workbook every month.
  • Retyping invoice line items into Xero by hand.
  • Pinging the head of sales three times for the pipeline number.
  • Reconciling Stripe payouts against Xero deposits.
  • Drafting overdue payment reminders one at a time.
  • Provisioning Google Workspace, Notion, and GitHub for every new hire.
  • Hunting down which SaaS still bills for an offboarded employee.
O
Openrift · Bookkeeping
via Openrift · last active just now
// AP · DAILY
3 new invoices arrived this morning. Read and queued. Two match POs cleanly — flagged one anomaly.
10:02
What's the flag?
10:03
Cloud Storage SGD 1,840 — 32% higher than monthly average. Worth a look before approval.
10:03
Type a message…
// 02 — INVOICE PROCESSING

Three invoices in.
Two clean, one flagged.

Agent OCRs every invoice as it arrives. Matches PO lines. Flags the anomalies — duplicates, amount drift, vendors that jumped 30% on the same SKU.

You approve the clean ones in WhatsApp. The flagged one waits for a look. Nothing gets paid by accident.

04 / VOICES

From operators running rifts.

“

Like the most capable all-round colleague you can imagine.

Sam Kopelman
CEO at Givr
~10+ hrs/week saved

Close the
loop.

We sit with your ops team for a week, map the seams between tools, then deploy an agent that lives there.

Book discovery →Other roles