Automate any finance job in plain English
Describe any finance job and Modern builds it, then shows you the finished work: the forecast, the journal, the reconciliation, the emails.
Your automation
Example run13-week cash forecast, every Monday
Every Monday at 7:00Forecast, weeks 1 to 6 of 13
Buffer $250,000| Week of | Oct 26 | Nov 2 | Nov 9 | Nov 16 | Nov 23 | Nov 30 |
|---|---|---|---|---|---|---|
| Opening cash | 412,000 | 450,200 | 310,700 | 394,200 | 219,300 | 343,100 |
| Receipts | 186,400 | 92,300 | 204,900 | 88,600 | 241,700 | 156,200 |
| Payments | 148,200 | 231,800 | 121,400 | 263,500 | 117,900 | 129,800 |
| Closing cash | 450,200 | 310,700 | 394,200 | 219,300 | 343,100 | 369,500 |
Week 4 dips to $219,300, under your buffer: payroll and rent land the same week. Acme usually pays 12 days late, so Modern has its $64,000 in week 5, not week 3.
How Modern runs it
- 1Read Xero and bank
- 2Apply payment habits
- 3Flag low weeks
- 4You approve
Modern remembers
Every run teaches Modern your business. These made this forecast sharper.
- Acme pays 12 days lateFrom your AR reconciliations
Stripe fees: 2.9% + 30¢From your Stripe payout rec- Payroll: every 2nd ThursdayFrom your bank rec
Templates
Start from a finance automation template
41 templates for accounts receivable, payables, reconciliation, close, payroll and billing. Pick one, change anything in plain English, then switch it on.
- Replaces Dext
When a bill lands in accounts@Accounts payable
File supplier bills from your inbox into Xero
Reads every bill sent to accounts@, codes it, checks for duplicates and drafts it in Xero for your approval.
5 stepsUse template → - Replaces Chaser
Weekdays at 9:00Accounts receivable
Chase overdue invoices on a cadence
Sends reminders at 1, 7 and 14 days overdue from your own inbox, reads replies and stops chasing as soon as the invoice is paid.
5 stepsUse template → 
Daily at 7:00Accounts receivable
Match customer payments to open invoices
Matches every incoming bank payment to open NetSuite invoices, including part payments, and records them once you approve.
5 stepsUse template →- Replaces Syft AnalyticsMondays at 8:00
Accounts receivable
Send a weekly aged receivables report
Every Monday, pulls aged receivables from Xero, explains what changed and posts a summary with the top overdue accounts to Slack.
5 stepsUse template → - Daily at 6:00
Reconciliation
Propose bank reconciliation matches daily
Matches each bank transaction to NetSuite entries every morning, explains each match and leaves only true exceptions for review.
5 stepsUse template → 
Monthly, working day 3Reconciliation
Reconcile intercompany balances at month end
Compares intercompany balances across every NetSuite subsidiary on working day 3, explains differences and builds the rec in Excel.
5 stepsUse template →- Replaces FathomWorking day 8
Reporting and close
Build the month-end management pack
Pulls the P&L, balance sheet and cash flow from Xero, fills your Excel pack and drafts commentary for the finance lead to review.
5 stepsUse template → 
20th of the monthPayroll and HR
Check payroll before it is approved
Compares the draft Workday pay run with last month, flags unusual changes, starters and leavers, and posts findings to Slack.
5 stepsUse template →- Replaces Zapier
When a deal closesBilling
Invoice deals the moment they close
Turns each closed HubSpot deal into a draft QuickBooks invoice with the right customer, products, prices and terms.
5 stepsUse template →
Accounts receivable
- Chase overdue invoices on a cadence
- Send reminders before invoices fall due
- Log promises to pay from customer replies
- Follow up when a promise to pay is missed
- Match customer payments to open invoices
- Apply remittance advice to invoices
- Send a weekly aged receivables report
- Forecast cash receipts for the next 13 weeks
- Split Stripe payouts into charges and fees
- Raise credit notes from approved requests
Accounts payable
- File supplier bills from your inbox into Xero
- Flag duplicate bills before they are paid
- Match bills to purchase orders and receipts
- Acknowledge supplier invoices and queries
- Chase missing receipts for card spend
- Set up new suppliers from their forms
- Check supplier bank detail changes for fraud
- Prepare the weekly supplier payment run
How it works
From one sentence to a running automation
1. Describe it
Tell Modern the job the way you would tell a new hire. It picks the trigger, the steps and the apps, and you can change any of it in plain English.
2. Review it
Run a test with every outside write held back. Choose what needs your sign-off, like anything over $10,000 or any new supplier.
3. It runs
Modern runs the job on schedule or when the trigger fires. Every run has a full history, so your team and your auditors can see what happened.
Controls
Automations that stick to your rules
Every automation runs inside your permissions, asks before it acts where you want it to, and leaves a run history you can check.
Asks before it acts- Test runs hold back writes
- Versioned and reversible
- Runs inside your permissions
- Full run history
- Pause any automation
- Audit trail on every action
- Role-based access control
- Encrypted end to end
FAQs
Frequently
Asked Questions
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Any finance job you can describe: chasing invoices, filing bills, reconciling bank and Stripe payouts, intercompany, month-end packs, payroll checks and invoicing from your CRM. If it runs on a schedule or starts from an event in one of your apps, Modern can run it.
Xero, QuickBooks, NetSuite, Sage, MYOB, SAP and Microsoft Dynamics, plus Gmail, Outlook, Slack, Teams, HubSpot, Salesforce, Stripe, Shopify and hundreds more. Modern can also connect to a custom API with a key.
Describe the job in plain English or start from a template. Modern drafts the trigger, steps and approvals. You run a test with every outside write held back, then publish it.
Only if you let it. You choose what needs a sign-off, like anything sent to a customer, anything over a set amount or anything written to your ledger. Every run is logged.
Often, yes. Credit control, bill capture, reporting and glue tools like Zapier mostly run jobs Modern can run as automations. Our stack audit shows what you could cancel and what you would save.
Your next step
Ready to hand Modern its first job?
Pick a template or describe a job, and we will set it up with you on a call.
Built on your own systems- Test runs before anything goes live
- Live in days, with cash flowing