Rillet

Finance

Rillet holds the live general ledger, and Neotask can query it the way you'd ask a finance analyst. Ask for revenue trends or SaaS metrics in plain English, pull a balance sheet or cash flow statement, or have the agent draft a journal entry by describing what happened.

• Answers plain-English questions against the live general ledger
• Pulls balance sheet, income statement, cash flow, and trial balance reports
• Creates journal entries and manages bills, invoices, vendors, and customers

What you can automate

• Rillet - Query a company's live general ledger in plain English, analyze revenue trends and SaaS metrics, and create journal entries by describing what is needed. Pull financial reports and manage bills, invoices, vendors, and customers.

Real workflows

Get a financial report on demand

Ask for this quarter's income statement or cash flow; the agent pulls it straight from Rillet.

Record a transaction by description

Describe a transaction in plain language and the agent drafts the matching journal entry in Rillet.

Frequently asked questions

Can it create journal entries, not just read data?

Yes — describe what happened and the agent can create the journal entry in Rillet.

What financial reports can it pull?

Balance sheet, income statement, cash flow, and trial balance, among others.

Plans

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