Sample desk · General business · lane: accounting-hr

Accounting & HR: what the agents did today

Your desk · Accounting & HR · General business5 done · 1 needs you · 1 queued
Done today
  1. Yesterday's invoices went out
  2. Bank feed matched to 22 entries
  3. Time sheets checked against the schedule
  4. + 2 more done today
Queued
  1. Reminders for two overdue invoices
Needs your yes
  1. Approve this week's payrollDrill deeper ▸

What agents do hereAn agent prepares invoices, matches the bank feed and gets payroll ready. Payroll is money, so the run waits for a person, and a reviewer re-checks the books.

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Accounting & HR, in a sample business. Where next?

  1. Drill deeper
  2. Next lane: Sales
  3. Back to the General business desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.