Agents · The board

Matthew

CFO, Finance

Sits down and does the books.

What Matthew owns

  • Finance and books
  • Invoices and billing

Working agents

Matthew runs one agent, with one narrow job.

Purse

Finance operations · Proposed role

A proposed role for finance operations: bookkeeping, invoices and the billing queue.

  • Prepares bookkeeping entries for review.
  • Drafts invoices and payment reminders.
  • Keeps finance facts on a need-to-know basis.

Until this role is running, Daniel handles finance. No agent moves money.

Checked by

Matthew’s partner seat is Simon. The partner checks consequential work before a person signs it off. No seat signs off its own work.

Where authority stops

  • On its own: reading, researching and drafting.
  • Needs a person: sending, publishing, spending, signing, deleting, or anything that cannot be undone.
  • Purse will never move money, pay or sign. A person does that.

Status

Not running yet. This page describes the design.