Keep records organized
Aera collects and files the financial documents you use, keeping each original accessible when you need to check it.
Meet Aera, your finance manager.
Aera handles the documents, follow-ups, and reporting that keep your finances organized. Give your AI manager the work you want handled, and get the records and updates you need.
Hey Aera, manage our finance admin. Keep statements and receipts organized, follow up on missing documents, and send me a monthly report.
StatementsFiledReceiptsFiled
Your Manager
Your monthly finance pack is delivered.
The statements and receipts are filed, with links to their originals. The Northline receipt is still missing. I’ve requested it and will update the pack when it arrives.
Aera collects the records and brings them together.
Your Manager coordinates the document collection, filing, and report. You receive an organized pack showing what is available, where it came from, and what Aera is still following up on.
The records you use
Bank statement export
Receipts in your inbox
Your Manager
I’ll have the team collect this month’s statements and receipts, organize the originals, and prepare your report. I’ll request any missing documents.
Document collection
Find the statements and receipts for the month.
Record filing
Organize each document and retain its original.
Monthly reporting
Deliver the pack and flag outstanding records.
Monthly finance pack
StatementsBank statement.pdf
ReceiptsReceipts index
Original retained
Each index entry links to its source document.
Still neededRequested by Aera
Northline receipt
The Northline receipt is not in the records yet. Aera has sent a request to the person who made the purchase.
Owner · Monthly report sent
Your monthly finance pack is delivered.
Your monthly finance pack is ready. The index links to the filed statements and receipts. The Northline receipt is listed as outstanding, with the request already sent.
The missing receipt arrives. Aera updates the pack.
Your Manager follows the request through. When the receipt is returned, Aera files the original, updates the document index, and tells you what changed.
Aera · Request sent
Could you send the Northline receipt for this month’s supplies? It’s the outstanding document in the monthly finance pack.
Here’s the receipt. Thanks for checking.
Filed by Aera
Northline receipt.pdfOriginal retained
Monthly finance pack / Receipts
Document index updatedReceipt requestedReceipt received and filed
Your Manager
Your finance pack is up to date.
I filed the Northline receipt, linked the original in the index, and cleared its outstanding status. The updated pack is ready for you.
More of your financial admin, handled.
The monthly pack is one example. Your Manager can coordinate recurring reporting, document requests, and record organization around the way you run your finances.
Follow up on missing documents
Aera sends requests, follows replies, and updates the records when the information arrives.
Receive the reports you need
Aera brings the available records into recurring reports, points out what is missing, and keeps you informed as the records change.
Your finances have enough moving parts. Meet your manager.
Imagine the documents collected, the missing records followed up, and your reports delivered. Aera can take care of the work that keeps your finances organized.