Become an AI-native
Finance and Ops Team
We've seen how the top-performing finance and ops teams use AI, and we'll set it up for your team too.
Describe the agent in Claude or Codex.
Create an agent in Claude, publish it to a shared type.com workspace, and ask it questions from Slack or email. Teammates can edit its instructions and schedule.
Book a free consultation
See how AI-native finance and ops teams run their work
30 minutes · See a workflow built for your team
Trusted by teams at
AI operating system
An AI operating system for your finance and ops team.
type.com connects your books, bank, and billing, your team's processes, and shared automations to the tools everyone already works in.
- 04
Communication
Talk to it from Slack, email, Claude, or ChatGPT
- 03
Automation
Shared agents and automations do the work
- 02
Knowledge
What the system knows about how your business runs
- 01
Data
What's happening across your books, bank, and billing
Levels of AI adoption
The five levels of AI adoption
Most finance and ops teams have a few people getting a lot out of AI on their own. The jump is making that shared, connected to the numbers, and running on its own.
- 1Ask Claude or ChatGPT questions
- 2Individual skills and automationsToday
- 3Shared projects, skills, and artifactsToday
- 4Shared agents and automations, model agnosticWith type.com
- 5A self-improving finance and ops operating systemWith type.com
Layer 01 · Data
Data: what's happening in the business
Now
Connect what you already have
- QuickBooks
- Stripe
- BBanking
- RRamp and Brex
- $Bill pay
- PPayroll
- HubSpot
- BigQuery
- Spreadsheets
When you add new tools
Plug it in.
Nothing else changes.
One integration gateway, with permissions by person, team, and role.
Layer 02 · Knowledge
Knowledge: what the system knows about how your business runs
The context that makes answers match your books, not a generic chatbot.
Context files
- company.md
- chart-of-accounts.md
- close-checklist.md
- policies.md
Your wiki stays your wiki
type.com reads your process docs in Notion or Google Docs and keeps them current.
Skills from your power users
Each one has an owner and a version.
Shared memory
Decisions and corrections stick, for everyone.
Layer 03 · Automation
Automation: shared agents and automations do the work
Agents for each team
Accounting, FP&A, and ops, each with the right context and access to the numbers.
Runs 24/7
type.com finds, suggests, and does work in shared cloud computers.
Dashboards, apps, automations
Built for how your finance team runs.
- Month-end close
- Cash forecast
- Vendor and bill review
Weekly cash review
| Cash in | +4% vs forecast |
| Failed payments | 7 to retry |
| Bills due this week | $182k scheduled |
| Runway | on plan |
All seven failed payments came from one processor outage on Tuesday. Retries are scheduled for tonight.
Layer 04 · Communication
Communication: talk to it from wherever you already work
Slack
Tag type.com in any channel
Email
Reply to it like a teammate
Claude Cowork
Share work straight into type.com
ChatGPT
Share work straight into type.com
Same data, knowledge, and agents from every one of them. No new tool to learn.
How it fits together
Where Notion, Cowork, and ChatGPT fit
Notion
Where the team writes and organizes
Stays, and becomes the knowledge source type.com reads and keeps current.
Claude Cowork + ChatGPT
Where individuals think and draft
Stay, and what comes out of them gets shared into type.com.
type.com
Where it gets shared and runs
Connected to your financial data, permissioned by role, and running on its own.
Own your data, rent the best intelligence. Bring your Claude, Codex, or ChatGPT.
Where to start
Start small, then share it with the whole team
We'll analyze your data, show you what you can automate, and help you build the first agents with your team.
- 1
Start with your power users
A small team, the people already flying in Claude or ChatGPT.
- 2
Take what's on their laptops
The skills, prompts, and automations they've built for themselves.
- 3
Push it into shared agents
Now the whole team can use it, and it gets better every week.
Good first candidates
- Weekly cash review
- Month-end close
- Vendor and bill review
Practical guides
Go deeper with a practical guide
Step-by-step setups, copyable prompts, and guardrails for the workflows on this page.
- AI for finance and operations teams: a practical guideDaily cash checks, collections drafts, close support, and forecasts.
- AI for accounting: a practical guideCoding review, reconciliations, AP intake, accruals, and audit prep.
- AI for small business: a practical guideA daily owner briefing, quotes, collections, and weekly numbers.
- AI for HR teams: a practical guideJob descriptions, interview feedback, onboarding, and policy answers.
Book a free consultation.
See how AI-native finance and ops teams run their work, and we'll set it up for your team too.
Book a consultation