Finance
Finance solutions help teams track money, forecast performance, and make confident decisions. Browse AI Employees, workflows, and templates for budgeting, reporting, billing, collections, and cash management.
Finance solutions help teams track money, forecast performance, and make confident decisions. Browse AI Employees, workflows, and templates for budgeting, reporting, billing, collections, and cash management.
Clara
Grant Application Writer
Diagnose readiness, build a reusable applicant profile, discover & verify global grants, and draft submission-ready applications (all fields + required materials).
Non-Disclosure Agreement (NDA) Template
Template
A customizable NDA template to help protect confidential information shared between parties.
Atlas
Meeting Assistant
Keeps the team coordinated — compiles weekly status reports, extracts action items from meeting notes, and sends scheduled updates to keep everyone aligned.
Usage-Billing Reconciler (BigQuery)
Workflow
Automates billing reconciliation by comparing actual usage data from BigQuery against contracted amounts to identify discrepancies.
Pre-Money Convertible Note Template
Template
Template for drafting pre-money convertible notes to document early-stage investment terms clearly and consistently.
Tax Invoice
Template
Template for formal tax invoices with GST details and bank transfer payment instructions.
Risk Register Template
Template
Template for scoring and tracking project risks with mitigation controls and planned actions.
SAFE Note
Template
Template for drafting Australian SAFE Notes to document investor funding for future equity.