# Archon for finance: The numbers, ready when you are.

> Archon chases unpaid invoices, lists what came in and sums up last month's revenue and refunds from Stripe, PayPal, Square and Mercury. It asks before anything is sent, and before anything that moves money.

Page: https://heyarchon.com/for/finance

## What changes

- **Invoices chased on time.** A routine finds overdue invoices and drafts the reminders, every week.
- **Money in, listed.** Payments in Stripe, PayPal, Square and Mercury, by customer.
- **Every number sourced.** It says where each number came from.

## What you hand off

- **Chase what's overdue.** It finds invoices past due and drafts a polite reminder for each. You choose which go out. You might ask: "Which invoices are more than 30 days overdue? Draft a reminder for each."
- **What came in this week.** It reads payments in Stripe, PayPal, Square and Mercury and lists them by customer. You might ask: "What did we receive this week, and from whom?"
- **Last month, summarized.** A routine drafts the summary each month for the person named on it. You might ask: "On the first of each month, summarize last month's revenue and refunds."
- **Answers about the numbers.** It answers from Stripe, PayPal, Square, Mercury and the Library, and says where each number came from. You might ask: "How much did we refund in October?"

## An agent for the standing job

**An invoices desk.** Make an agent that checks for overdue invoices every Monday and drafts the reminders.

## Works with

Stripe, PayPal, Square, Mercury, Gmail, Google Drive, Airtable, Zapier, and every connector at https://heyarchon.com/connectors.

## You stay in charge

- **Asks first.** Before sending, publishing, buying, deleting or widening access. An action you can't undo is asked every time.
- **Sees only what you can.** Each person's Archon reads only what that person can. Rooms keep their own permissions.
- **Every step on the record.** What it read, did and changed, for the person the Work is for.

## Questions

### Does it connect to QuickBooks or Xero?

Not yet. Today it reads Stripe, PayPal, Square and Mercury, and the files you keep in Google Drive.

### Can it move money?

Only with your yes, every time. Anything that moves money is asked first and can never be approved in advance.

### Where does our financial data live?

A workspace on your Mac stays on your Mac. An online workspace is hosted on our servers, or on yours by arrangement. The AI provider you connect receives only what each task needs.

### How does it know how we work?

From your Library, rooms, work and connected tools. Each person's Archon can access only what that person can.

### What does it cost?

Nothing during the beta. When plans start you pay for people, never for agents, and we will write a month before any plan starts.