Business Functions
Accounting ops without the repetitive busywork
Diana handles recurring finance workflows so your team can close faster, follow up consistently, and focus on exceptions.
Connected tools in this workflow
Diana works across your existing stack, so each playbook runs with real data and visible outputs.
QuickBooks
Gmail
Slack
Google Sheets
NotionWhat Diana owns for your team
- Tracks unpaid invoices and drafts consistent follow-up messages
- Compiles reconciliation checks and flags mismatches for review
- Builds recurring cashflow and AP/AR summaries for leadership
- Maintains a single audit trail of operational finance actions
Typical automations teams launch first
Start with high-frequency workflows. Diana handles recurring execution while your team keeps full visibility in Slack.
Invoice follow-up workflow
Diana detects overdue invoices, sends staged reminders, and posts status updates in finance Slack channels.
Recover cash faster with less manual coordination
QuickBooks
Gmail
SlackWeekly reconciliation digest
Diana compares payment records and bank exports, highlighting mismatches and owners.
Reduce reconciliation drift week over week
QuickBooks
Google SheetsSlackMonth-end readiness summary
Diana posts a checklist-style readiness update for close dependencies, blockers, and unresolved items.
Fewer surprises during close
QuickBooks
NotionSlackWant this deployed for your team?
Book a free call and our automation expert will audit your highest-impact workflows, build the first automations for you, and launch your team in Slack within 7 days.