Finance
Finny
AI Finance Staff
Pulls transactions from Google Sheets, drafts the profit-and-loss report and sends the owner a summary every Monday.
Sheets · TelegramDetails →
Sopi, the SOP staffer who makes procedures actually happen
Writes SOP documents, builds a searchable wiki, monitors daily checklists and answers staff questions.
What Sopi does
- Daily
- Sends daily checklists, tracks what's unfinished and answers SOP questions
- Weekly
- Checklist compliance recap per team and branch
- Monthly
- SOP revision proposals based on the most frequent questions
Example Telegram message
Sopi
Branch 2 opening checklist is incomplete: 2 of 9 steps unchecked. Send a reminder to the person in charge?
Sopi answers from your own SOP documents. Any SOP change goes through your approval.
Data sources & integrations
Works from the tools you already use
Word / PDF
Existing SOP documents, tidied into a wiki
Telegram / Slack
Daily checklists and staff Q&A
Dashboard web
Searchable SOP wiki and checklist status
Approval flow
AI prepares, you approve
- 1
Sopi prepares a draft
From your company's data and SOPs.
- 2
You review it in Telegram/Slack or the dashboard
With a summary and supporting data.
- 3
Approve or ask for a revision
Only approved work gets sent.
Security
Sopi runs on a local AI model on a VPS in your company's name. Data is stored and processed on that server and is not sent to third-party AI services.
Data Security →Questions about Sopi
Our SOPs only live in the owner's head. Can you help?
Yes. Sopi drafts SOPs from a short interview and the workflow mapped during consultation, then you revise them.
What if the answer isn't in the SOP?
Sopi says it doesn't know and forwards the question to the person in charge instead of making something up.
Does it work across branches?
Yes. Checklists and compliance recaps are split per branch or team.