Workflows Your Team Can Automate

Most finance teams do a version of the same thing every close: pull data from multiple places, write the same analysis, send the same report. It's not that nobody knows how to fix it. It's that there hasn't been a tool that could actually do the work, not just assist with it.

Aura AI is built into Rillet's general ledger. It's not a separate product you connect to your books. It is the books, with AI agents running inside them. Below is what that looks like in practice: what you'd actually type, what you'd get back, and which workflows are worth building first.

Aura Chat: Ask your books anything. Get a real answer.

Aura Chat is a conversation layer on top of your live general ledger. You ask questions in plain English. Aura pulls from your actual transactions, applies accounting logic, and returns the answer. No report builder. No export to Excel. No waiting for someone to build the query.

Every answer traces back to a real transaction in your GL — Aura can't hallucinate a number that isn't there. It also routes automatically: ask a revenue question and it hands off to the AR agent, ask about expenses and it goes to AP. You don't manage that handoff.

What you'd actually type:

Revenue breakdown"Show me revenue from our top 5 customers in Q3, broken out by entity."Returns a structured breakdown from your live GL in seconds. No pivot tables.

Pre-close anomaly check"Are there any unusual journal entries posted this month compared to last?"Scans the ledger, compares to prior periods, surfaces anything outside normal variance.

Book a journal entry"Book a prepaid insurance accrual for $18,000 over 12 months starting April."Drafts the JE with the right accounts, amounts, and dates. Posts on your approval.

Explain a variance"Why did software expenses go up 40% month over month?"Traces it to specific vendors or timing differences at the transaction level.

AR aging snapshot"Which customers are more than 60 days overdue and what do they owe?"Returns a live aging summary with customer names, balances, and days outstanding.

Cash position"What's our net cash position across all entities as of today?"Pulls current balances across all bank accounts and entities, consolidated.

Aura Flow: Build it. Save it. Schedule it.

Aura Chat handles one-off questions. Aura Flow handles the repeatable work, the things your team does the same way every close, every quarter, every year.

Here's how it works: you describe a multi-step workflow in plain English. Aura builds an execution plan, breaks it into parallel tasks across the right agents (AR, AP, reporting, journal entries, email), runs them, and synthesizes a result. You review, approve any actions, and save it. Then you schedule it. It runs every Monday morning, on the first of the month, or on demand with one click.

Aura remembers your chart of accounts, dimensions, and preferences across runs. You never re-explain context.

1. Build — Describe any workflow in plain English. Aura builds the execution plan. No configuration, no setup, no templates to fill out.

2. Save — Review the output, approve any actions, and save the workflow. It remembers your accounts, dimensions, and logic for next time.

3. Schedule — Set a cadence: daily, weekly, monthly, or on demand. Aura runs it automatically and delivers the result.

"Aura takes a more robust accounting approach than other AI-forward ERPs. The better guardrails make the AI more trustworthy, so we can actually use it without worrying about accuracy." — Luke McKinlay, Head of Finance, Nuvo

‍

Workflows your team can build today:

These aren't hypothetical. They're drawn from what finance teams are actively running in Aura Flow right now.

📬 AR Invoicing Reminders — runs every Monday, 8am"Pull all customers with 2+ unpaid invoices over 30 days. Draft a consolidated reminder email per customer and send."No manual drafting. No copy-pasting from your AR aging report. It runs on your schedule and handles the outreach.

💵 13-Week Cash Forecast — runs every Friday"Pull open invoices due in the next 13 weeks, open bills due in the same window, and current cash balance. Build a weekly cash flow forecast with a trends summary."Three agents run in parallel — AR, AP, and Reporting — then synthesize into a single forecast your CFO would actually send.

🔍 Pre-Close Risk Scan — runs on the 1st of each month"Scan the GL using prior period data and historical trends. Flag unusual entries, large one-offs, and anything outside normal variance. Create checklist tasks for each."Your team starts every close knowing exactly what needs attention before anyone has touched a spreadsheet.

📊 Board Financial Summary — runs quarterly, 2 days before board"Pull current quarter revenue, expenses, ARR bridge, and net burn. Draft a board-ready financial summary in our standard format."Review, edit, send. Not start from scratch at 11pm the night before.

🧾 Deferred Revenue Roll-Forward — runs last day of each month"Run the deferred revenue roll-forward for the month. Pull active contracts, calculate earned vs. deferred by period, and post the recognition journal entries."The most manual ASC 606 task in most closes, automated end to end.

🔄 Prepaid Amortization — runs 1st of each month"Book monthly amortization for all active prepaid schedules. Create the supporting journal entries with correct accounts, amounts, and dimensions."Aura knows your schedules. Books correctly every month without re-configuration.

📂 Batch JE Reallocation — on demand"Reallocate all software expense journal entries this month from Engineering to split 60/40 between Engineering and Product."What used to take hours of manual reclassification is one prompt.

🚨 Continuous Control Monitor — runs daily, 7am"Scan yesterday's transactions for anything over $10,000, any unusual vendors, or entries outside normal account ranges. Create a close checklist task for each."You see exceptions, not noise. Every morning.

📈 Weekly CFO Digest — runs every Monday, 7am"Pull revenue vs. budget, top 5 expense movers, and current cash runway. Draft a 3-paragraph narrative summary and email it to the exec team."Your CFO gets a real update every Monday without you writing it.

🤝 Vendor Bill Alert — as bills arrive"When a new bill arrives from a vendor we haven't paid before, or any bill over $25,000, flag it and draft an approval email to the controller."No surprise invoices slipping through.

📉 Bad Debt Analysis — runs end of each quarter"Review historical payment behavior, write-offs in the last 12 months, and open invoices over 90 days. Generate a bad debt estimate with supporting detail."Audit-ready documentation, built automatically.

✨ Build your ownDescribe any repeatable accounting workflow in plain English. Aura builds the execution plan, you review it, save it, and schedule it. If it lives in your close process today, it can probably become a workflow.

Every workflow run is fully logged — every field, every decision, every output. Auditors see exactly what ran and why.

Chat vs. Flow: which one do you use?

Use Aura Chat when you need a one-off answer, an ad hoc variance check, a quick journal entry, or anything you'd ask once and move on.

Use Aura Flow when the work repeats, close prep, recurring reports, monthly analysis packages, and ongoing monitoring. Build it once, schedule it, let it run.

Both give you a full audit trail. Both require your approval before anything posts or sends. The difference is cadence: Chat is on-demand, Flow runs on a schedule.

‍