Finance Finance associate
Your finance associate.
Give a finance teammate the recurring checks and the records behind them. They can keep the details together, prepare correspondence, and bring exceptions back with the supporting context.
See how a hire works
For the finance teamThe checks.The context.Checks and follow-ups together
A place on your team
Define their role.
Make it your own.
The relevant accounting organisation, finance procedures, correspondence, and the recurring checks you want the hire to own.
A role brief for your finance associateSupport our day-to-day finance work. Review the invoices and recorded payments we share, prepare customer follow-up drafts, gather the supporting context, and keep exceptions and outstanding items visible to the team.
An ongoing finance role with regular checks and follow-ups around your team's routine.
Ongoing responsibilities
A few things they can look after.
Keep the records in view
Check invoices and recorded payments, gather supporting documents, and prepare a summary of outstanding items. Give them a recurring review responsibility that fits your finance routine.
Follow up with context
Read the relevant correspondence before preparing a reminder. Ask them to keep a promised payment or unanswered question visible and return to it on the schedule you choose.
Bring exceptions back clearly
Prepare the records around a disputed amount, a missing document, or another question for the finance team. Review the task's timecard and continue the discussion with the associate.
The figures, with the context behind them.
Your finance associate brings records and correspondence together, so the team can see what needs attention and why.
A little context
before the reminder.
“Hi Sam, a quick check-in on invoice EX-104. Let me know if you need anything from us. Thanks!”
The tools for their role
A connection.
A clear boundary.
Connect and authorize your own accounts, then choose what this hire may read or change. Provider setup and account permissions determine the available access.
Explore tools and permissions- Xero
- Authorize the relevant Xero organisation. Read access supports invoice and payment checks; changes require the appropriate write access.
- Gmail
- Connect the finance mailbox and choose the allowed actions. Creating mailbox drafts or sending requires write access, and outbound messages follow configured approval rules.
- Google Drive
- Read supporting documents from permitted folders. The Drive integration is read-only.
The handoff
Useful work.
A person in the loop.
Invoice checks, payment follow-up drafts, supporting records, exception notes, and a regular view of outstanding items.
Your finance team decides disputes, changes to terms, and financial commitments. Set the associate's write and sending rules explicitly. Voiding an invoice in Xero always waits for a person's approval.
Who would you
hire first?
Sign in to RosterMake a little room on your team.
Good work
has a name.
Start with the role your team needs.
See what a little more team can do.