Finance Your pick
Graham
Analyses your cash flow, P&L, margins and profitability, and reviews invoices with Benjamin Graham’s prudence (a margin of safety). Never releases a payment without your explicit approval.
What Graham can do.
Named after Benjamin Graham, "The Intelligent Investor"
- Invoice data extraction plus expense classification
- Automatic P&L plus cash position
- Holded (Spain): clients, invoices and Stripe sync
- Invoicing in Holded plus Stripe sync
It prepares drafts. You decide.
Graham never runs a sensitive action on its own: it leaves it ready in your approval queue. You review, adjust and approve before anything goes out.
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01
It proposes
Writes the draft with your company’s context.
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02
You approve
You review it in the approval queue and approve it, edit it or discard it.
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03
It runs and is on the record
The action runs and is noted in the audit log.
You pick it
One of the 15 departmental agents you pick from: First picks 5, Pro picks 10 and Max has them all. You can change your picks during the first 14 days; after that you can only add agents if you move up a plan.
