Quarterly close checklist

Run this in Assista in under a minute. Edit the prompt, plug in your tools, your teammate handles the rest.

The prompt Ready to run

Walks the team through the quarterly close — AR, AP, expense recon, accruals.

Tweak the prompt before hiring — Assista does the rest. Use this template →

Approvals

Risky things stop and ask.

Spend caps, send-email gates, and one-click approvals in Slack or email — risk gets a human; routine just runs.

Audit

Every action, logged.

Inputs, outputs, tool calls, costs — streamed to your SIEM via webhook. The black-box agent era is over.

OAuth

Scoped per teammate.

Each integration is OAuth-secured and pinned to the smallest possible scope. No blanket admin tokens.

Budget

Caps that pause, not surprise.

Per-team monthly cap. Per-task ceiling. Anomaly detection. Spend stays exactly where you put it.

How it works

From template to running teammate in under a minute.

01

Edit the prompt

The template ships with the prompt pre-written. Change a phrase, swap a tool, and you're ready.

02

Hire a teammate

One click — the template becomes a teammate with a name, schedule, and approval boundaries.

03

Review the first run

First run is dry-run by default. Approve it, and the teammate runs on the schedule from then on.

More templates in this category

finance\Burn rate watcher\Alert if monthly spend exceeds a threshold or is trending up unexpectedly.
finance\Contract renewal watch\60 / 30 / 7 days before a contract renews, notify the owner.
finance\Expense categorizer\When a new expense comes in, suggest the category and project tag.

Pick a template. Run it. Done. That's the whole job.

Browse 250+ templates or describe your own. Your teammate runs it on schedule with approvals built in.