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Finance & Business Reporting

Query financial and operating data, monitor A/R and A/P, produce recurring reports, and forecast revenue and gross profit.

Bruce at work: Finance & Business Reporting

Bruce
Bruce
Finance & Business Reporting
ERP

This morning

Query
Revenue, GP, aging — this week
Done
Pulled from the ERP, not a side sheet
Returns still unapplied
Don’t publish until those post
A/R — Hathaway Construction
62 days · $48k
Active
Paid March, not April
Collections note from the 12th
On the call list — not a write-off
A/P — PO-1187
Vendor billed · we never received
Done
Flagged against the PO
Buyer has it
Not in this week’s cash
Weekly GP pack
Staff meeting at 9
Hold
Draft vs last week is ready
Returns would make it look high
Need you before it goes
Forecast
Revenue and GP on the $100M book
Hold
Same file as the pack
Open quotes and Hathaway aging move it
I am not sending a number you haven’t seen

Controller

Can the GP pack go?

Controller•8:30 AM
Bruce

Not yet. Returns aren’t applied. The number would be high. Forecast is in the same file — same problem.

Hathaway is 62 days, $48k. That’s the call. I didn’t put a write-off in the pack. 1187 is billed and not received — buyer has it, not cash.

GP hold · Hathaway on the list · 1187 with buyer

Bruce•8:31 AM

Hold the pack. Put Hathaway first on collections. Leave the forecast off the slide.

Controller•8:36 AM
Bruce

Pack stays. Hathaway is first. Forecast stays in the file, not the meeting.

Pack held · Hathaway first · forecast off the slide

Bruce•8:36 AM
ERPA/RA/PReportsCollections

Industries

In your industry

The morning above is one company. This desk also runs in these industries.

Distribution · Manufacturing · SaaS · All industries

Out of the box

What Bruce brings

The difference is what Bruce brings out of the box: a context graph, an execution graph, a feedback and eval layer, built-in enterprise execution, and a control plane.

  1. 01

    Context graph

    The picture of the enterprise stays current — structured and unstructured. Context is added, updated, and dropped when it goes stale. It is not a database we sell. It is the thing that dies in a thread.

  2. 02

    Execution graph

    Intent, then the tools, then a check, then recover, then done. Learned on real workflows. A miss does not kill the run.

  3. 03

    Feedback and evals

    Production traces, human corrections, failures, edge cases. Execution gets sharper from that. We score completion on ESE-1.

  4. 04

    Built-in enterprise execution

    The agents are already built. Role and workflow patterns from real businesses — sales, purchasing, finance, operations. Bruce already knows how that work runs.

  5. 05

    Control plane

    Permissions, approvals, what you can see, the log, and policy. Required if it acts on its own.

Bruce executes the business across the systems you already run. Connect the systems you run. In most cases it is working in under an hour.

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Also

Claude Cowork · ChatGPT Enterprise · OpenAI Frontier · Salesforce Agentforce · Microsoft Copilot Studio · 11x · Artisan · AiSDR · Regie

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