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Financial Analyst · Always on

Books closed. Board pack ready.

He reconciles invoices, chases AR, prepares your monthly board pack, and flags anomalies. Stripe, QuickBooks, Excel.

Hire Noa Ready in 4 minutes · 3-day free trial
Noa, Financial Analyst
Noa
Financial Analyst
Reconciling
#finance-noa
Live
CF
CFO 09:14
Stripe payout doesn't tie out. $1,070 off.
Noa 09:25
Two refunds (already approved) + one chargeback to investigate. Reconciled, ticket opened.
Noa 09:30
Closed and filed:
Stripe payout · $47,180RECONCILED
Charges: 142 · all matched
Refunds: 2 · coded to acc 4900
Chargeback: ticket #4821 sent to Stripe
3 d
month-end close
-22%
DSO
What he does

Six jobs.
One finance teammate.

Noa handles the finance work that piles up before month-end, so your books close on time and your board pack ships before the weekend.

01He reconciles every transaction

Books closed by day three.

Stripe payouts, bank deposits, invoices. Noa matches every line. When something doesn't tie out, he opens the receipt, finds the dispute or fee, and either fixes it or flags it with one paragraph of context.

  • Matches Stripe, bank and accounting line by line
  • Handles fees, refunds, disputes automatically
  • Flags only the cases that need your call
$
Stripe payout · May 19
142 charges · matched to QuickBooks
RECONCILED
Stripe gross$48,250
Stripe fees- $1,370
Refunds (2)- $580
Chargeback (1)NEEDS REVIEW- $490
Net payout$45,810
Noa · summary
Chargeback from customer Acme. Dispute opened with Stripe. Final loss is recoverable if we provide shipping proof.
02He chases every unpaid invoice

DSO down, without burning relationships.

Polite reminders 3 days before due, 1 day after, 7 days after. Different tone for a customer you love versus one who is dodging. Noa knows the difference and never sends the same robotic template twice.

  • Different tone per customer based on history
  • Escalates at 30, 60 and 90 days with a clear note
  • Updates HubSpot and your CRM with payment status
AR aging · $32K outstanding
1 ESCALATED
Acme
38 days
$12,400
reminder sent
Lumen
52 days
$6,200
firmer note
Folio
71 days
$3,400
escalated to CSM
Volt
21 days
$8,150
pre-due reminder
Pixela
14 days
$1,900
pre-due reminder
Acme · last invoice paid 11 days late. Tone: warm but specific. Reminder sent 09:14.
03He builds your board pack

Friday afternoon, not Sunday night.

Revenue, churn, CAC, runway, variance to plan. Noa pulls the numbers, writes the one page narrative, and flags the three things your board will ask about. You review and send.

  • KPIs, variance and commentary in one page
  • Highlights anomalies before the board does
  • Drafts the email to your board, ready to send
B
May board pack · draft v1FRIDAY 18:00
ARR
$2.84M
+8.4%
Net new ARR
$210K
vs $185K plan
Gross margin
78%
flat
Runway
19 months
unchanged
Noa · 3 questions the board will ask
1. ARR growth slowed last week, is it churn or sales pacing?
2. CAC payback inched up to 17 months, where is the leak?
3. EU revenue is 28% of total, do we need a local entity?
Plus, he also

Codes vendor invoices

Reads the PDF, codes to the right account, routes for approval.

Spots anomalies first

Unusual spend, missing subscription, double charge. You hear about it from Noa.

Builds the cash flow forecast

13 week rolling forecast, refreshed every Monday morning.

ROI

The math is uncomfortable.

He covers the bookkeeping and analyst work of a $95K senior financial analyst, for the price of a coffee subscription.

$7.9K
Saved per month
vs a senior financial analyst
3d
Month-end close
Down from 8 to 12 days
22%
DSO improvement
Polite, persistent, never robotic
0×
Sunday night board packs
Ready by Friday afternoon
Capability
Noa
Financial analyst
Agency
Monthly cost
from $49 /mo
$7,900 loaded
$5K to $15K retainer
Closes books by day 3
Every month
Day 8 to 12
Quarterly close
Reconciliation in
minutes per batch
hours per batch
outsourced
Knows your chart of accounts
Trained on your history
Re-learns each onboarding
Generic playbook
AR chasing tone
Adapted per customer
Same template for all
Outsourced collections
Anomaly detection
Real-time
On the next review
Quarterly audit
Use cases

Four moments. He handles them on his own.

Not demos. The situations Noa handles every week, without you chasing him.

01
Monday · 09:14

A Stripe payout doesn't match the invoice.

$48,250 expected, $47,180 landed. $1,070 unexplained.

Reconciled in 11 minutes. Two refunds, one chargeback, all coded correctly.
#finance-noa
17:42
L
Lena 17:42
Heads up, we're shipping v2 at 9am Saturday. Need a launch.
Noa 17:43
On it. Pulling v2 notes from GitHub + 3 user interviews. Sequence ready by 20:30.
Plan
• 18 posts across 3 platforms
• 4-email waitlist sequence (2,400 ppl)
• 40 pre-staged comment replies
02
Wednesday · 10:00

Three invoices are 40 days overdue.

$22K in AR aging into the 60 day bucket. Two enterprise, one SMB.

Two paid within a week. One escalated with full context to your CSM.
!TechCrunch alert
09:14
Northstar AI raises $40M Series B
The competitor in your space announced new funding led by a16z, valuing them at $300M.
Aria · Response plan
Drafting 1 LinkedIn post, 1 customer email, 6 personalised CRM nudges. Ready for review in 22 min.
03
Friday · 14:30

Board pack due Monday morning.

12 KPIs to refresh, variance to plan, one page narrative.

Draft ready by Friday 6 pm. You review Saturday morning, send Sunday evening.
SSephora · Case study
Day 1 → Day 8
Day 1Reply sent, interview booked
Day 330-min interview · auto-transcribed
Day 5900-word draft · your review
Day 73 quote snippets · 60-sec social cut
Day 8Live · co-promoted with Sephora
04
Continuous

Anomalies caught before you notice.

A SaaS subscription doubled from $390 to $780. A vendor invoice arrived twice.

Flagged in Slack within 10 minutes. Saved $1,170 in two clicks.
B
May board pack · draft v1FRIDAY 18:00
ARR
$2.84M
+8.4%
Net new ARR
$210K
vs $185K plan
Gross margin
78%
flat
Runway
19 months
unchanged
Noa · 3 questions the board will ask
1. ARR growth slowed last week, is it churn or sales pacing?
2. CAC payback inched up to 17 months, where is the leak?
3. EU revenue is 28% of total, do we need a local entity?
Integrations

Plugs into the tools you already use.

He works inside your accounting tool and Slack as a real teammate. Reads from Stripe, your bank feed, your AP inbox and HubSpot, posts daily updates to the team. Posts directly to your social accounts. Reads from your CRM, calendar, and docs.

Stripe
Stripe
QuickBooks
QuickBooks
Xero
Xero
Brex
Brex
Gmail
Gmail
Slack
Slack
HubSpot
HubSpot
Excel
Excel
Day in the life

A Tuesday, books closed, board pack ready.

Five moments. Three hundred lines reconciled.

01
08:30

Stripe payouts reconciled

Stripe
02
10:00

AR reminders sent

Gmail
03
13:00

Vendor invoices coded

QuickBooks
04
15:30

Variance review done

Excel
05
18:00

Cash snapshot posted

Slack
Personality

He closes like your senior analyst.

He learns from your chart of accounts, your customer payment patterns and your past close cycles. You stay in control of every dollar.

What he'll do

Default behaviours · editable in 30 seconds
  • Reconcile every payout against the invoice
  • Adapt AR chase tone to each customer
  • Code vendor invoices to the right account
  • Flag anomalies in real time, not at month-end
  • Build the board pack with variance commentary

What he'll never do

Hard guardrails · refuses, even if you ask
  • Move money without your explicit approval
  • Replace your CFO or your external auditor
  • Send anything that looks like a collection threat
  • Share P&L numbers outside your finance channel
  • Re-code historical periods without your sign-off
Start today

Want this Tuesday for your team?

No 6-month onboarding. No quarterly KPIs. Noa reconciles his first batch before you finish your coffee.

Hire Noa · 3-day free trial
Start today

Noa starts in 4 minutes.

Connect your channels, upload 5 sample posts, set guardrails. Noa reconciles his first batch before you finish your coffee.

SaaS · Entry tier

Noa · Financial Analyst

Less than your bookkeeping subscription. Replaces a senior analyst.

$49
/ month
  • 20,000 credits / month, dedicated workspace
  • Native sync with Stripe, QuickBooks, Xero, Brex
  • Reads invoices, receipts and bank feeds
  • AR chase sequences tuned per customer
  • Board pack template ready to send
  • Real-time anomaly alerts in Slack
Hire Noa now

What you save

  • Financial analyst (loaded)$7,900/mo
  • Outsourced bookkeeping$1,500/mo
  • FP&A tool$300/seat
  • Recovered DSO (avg)$4,000/mo
  • Net annual saving$130K
FAQ

Everything else you want to ask.

No. Noa handles the volume work: reconciliation, AR chasing, vendor coding, board pack drafting. Your CFO keeps strategy and your accountant keeps the year-end and the tax filings. Most teams use Noa to cut their monthly bookkeeping bill by 50 to 70%.