Hops for finance teams
Close, collections, and cash, always on time.
@Hops keeps the close, cash, and approvals moving. Your finance team makes the judgment calls.
- Cash visible across receivables and payables
- Invoice exceptions and approvals routed to owners
- Month-end on schedule, every variance explained
- All inside Hops, where your team and one agent work together
On the team
Your finances, closed and current
Four standing routines keep finance work moving. Nothing is posted, paid, or sent without the approval your team requires.
Monthly close without the receipt chase
Hops matches available receipts to transactions, categorizes the supported items, and groups missing documentation by submitter. Finance gets one current view of what is complete, what is missing, and which gaps matter most.
month-end
43ChatDocs & TablesAutomations
Start meeting
AGENT3:40 PM
Close pack is assembled: receipts are categorized and the remaining gaps are grouped by submitter. Nothing has been posted.
July close — receipts and gaps
184 transactions · 9 receipts outstanding
- Categorized $92.6k matched to GL accounts
- Missing 9 receipts across 3 submitters
- Largest gap $4,820 travel charge — Jordan
3:48 PM
Approve one grouped chase per person. Jordan's travel charge stays open until the receipt arrives.
APP3:50 PM
Receipt reminders drafted.
July receipt follow-ups
Email drafts · 3 grouped chases
StatusAwaiting approvalReady to send
Variance Analysis
Hops compares actuals with the approved budget on schedule, flags material variances, and cites the exact source behind each number.
month-end
43ChatDocs & TablesAutomations
Start meeting
AGENT9:05 AM
Weekly variance watch found two lines over 10%. The driver and budget cell are cited where visible.
Variance watch — week 28
Actuals against approved budget
- Cloud +14.2% — usage spike, budget cell F18
- Events +11.6% — Berlin venue deposit, cell F31
- Covered 26 of 28 budget lines within 10%
9:14 AM
Route cloud to Jordan and events to Riley. Ask for the driver, not a forecast rewrite.
APP9:16 AM
Variance owner reminders drafted.
Budget line follow-ups
Email drafts · 2 owners
StatusUnreviewedReady for owner response
AR chaser: Collections follow-up
Overdue invoices get a reminder at the due date, a follow-up at five days, and a human escalation at ten that names the account owner. Payment stops the sequence.
month-end
43ChatDocs & TablesAutomations
Start meeting
AGENT10:10 AM
AR follow-up queue is ready. Payment stopped the other drafts; Northgate is at the human escalation point.
AR follow-up — July 28
6 overdue invoices · drafts only
- Due date 3 reminders drafted
- Day 5 2 follow-ups drafted
- Day 10 Northgate · $18,400 · owner Riley
10:18 AM
Send the standard reminders after review. Riley owns the Northgate escalation and should call before an email goes out.
APP10:20 AM
Invoice follow-up status updated.
Northgate — invoice #INV-2841
Invoice · synced just now
Status10 days overdueHuman escalation · Riley
AP router: Invoice intake that flags
Inbound invoices get parsed for vendor, amount, and PO match, then routed to the budget owner for one-tap approval. Mismatches get flagged, never guessed.
month-end
43ChatDocs & TablesAutomations
Start meeting
AGENT1:25 PM
Inbound invoices are parsed and matched where the PO is clear. Two mismatches are flagged for review, not guessed.
AP routing — July 28
14 invoices received · 12 ready for owner review
- Matched $36,240 across 12 vendor and PO matches
- Mismatch Fathom · $2,800 exceeds PO by $400
- No PO Luma Catering · $1,650 needs Riley
1:34 PM
Route only the clean matches for approval. Jordan owns the Fathom mismatch; Riley confirms the catering charge.
APP1:36 PM
Invoice approvals drafted.
AP owner approvals
Email drafts · 12 matched invoices
StatusParsedReady for approval
Beyond chat
Not just chat. The actual work.
@Hops works in the same chats, docs, tables, and apps as your finance team. The source, exception, owner response, and approved next step remain connected and visible.
Collaborative Docs
Close checklists, variance tables, collections queues, and invoice-review registers that people and Hops maintain together.
Collaborative Threads
Budget owners answer the exact question with the amount, source, and deadline already in view. Hops captures the response, updates the working finance Artifact, and routes the next step.
Personal Assistant
Describe the job in plain language. @Hops runs it with everything it already knows: your context, your tools, your rules.
Integrations
Wired into your system of work
Hops brings accounting, billing, email, spreadsheets, supporting documents, and owner context into the same finance workflow with 2,000+ connectors for the rest of the stack.
Gmail: receipts, invoices, and approvals parsed and routed from the inbox.
Revenue
Stripe: billing and payment data reconciled against the close.
Accounting
QuickBooks: GL, chart of accounts, and close assembled.
Spreadsheets & Storage
Sheets and Drive: variance tables and export ready for review.
Security that's already answered
SOC 2 Type II
Audited controls for security, availability, and confidentiality.
ISO 27001
Certified information security management.
ISO 42001
Certified AI management. Governance for the agent itself.
Permissions from the space
Hops and teammates inherit access from the space and its owners. No shadow permissions.
One AI teammate for the whole team
Knows the work. Forgets nothing. Shares with everyone.