Strawberryforfinanceteams
Strawberry can help your finance team with the recurring work that fills the boring 80% of the week: morning briefings, transaction matching, invoice forwarding, monthly close prep, board-pack drafts.
It works across the tools you already use - your accounting system, your spreadsheets, your email, your filing setup. No rip-and-replace.
Think of your companion as a junior controller who never gets bored.
Daily finance briefing
Start the day with the picture.
- Yesterday's bank balance
- New invoices in, payments out
- Anything overdue
- Finance-relevant meetings on your calendar
- Anything from your inbox worth your attention
Your companion pulls from your accounting system, your inbox, and your bank feed. Shape varies by role: a controller sees AR aging and AP coming due, a founder sees a snapshot of the business, a bookkeeper sees the day's deadlines.
Save it as a routine and it lands in chat or your inbox every weekday at 8am.
Send me a finance briefing every weekday at 8am.
Bank-transaction matching and booking
Your companion reads new bank transactions and matches them to outstanding invoices.
- Posts the bookings that are clearly matched
- Flags the ones that need your judgement (unknown payers, duplicates, out-of-range amounts)
- Handles the recurring 80%: matched payments, regular vendors, payroll, customer payments
Works with most accounting systems through native integrations or your browser. Your companion will tell you what runs cleanly versus what needs human eyes for your specific setup.
This is the workflow that gives a bookkeeper or controller back the 2-3 hours a day they spend clicking through unmatched payments.
Walk through the new bank transactions and match what you can.
Invoice and receipt forwarding
Your companion watches your inbox for invoices and receipts, downloads them, and forwards to your bookkeeper.
- Handles portal-only invoices by logging in and pulling the file
- Renames files with vendor, date, and amount
- Routes to the right inbox or folder
Set it as a routine to run whenever a new invoice email lands, or on a monthly cron for portal-only vendors.
Forward any invoices in my inbox to the bookkeeper, renamed properly.
Monthly close prep
Your companion pulls together everything you usually fight for during close week.
- Bank reconciliations
- AR aging with a chase-list of overdue customers
- AP report with what's due in the next 14 days
- Unmatched transactions from the month
- Accrual reminders: renewals, deferred revenue, prepayments
It also drafts the opening status update for your team or CEO: where we are vs last month, what's still open, where you need help.
It doesn't replace the human close. It compresses it.
Get me ready for month-end close.
Board and investor reporting
Your companion drafts the board update from your numbers and your context.
- Starts from your previous board deck so structure and language match
- Pulls revenue, burn, runway, AR aging, headcount, key customer movements
- Drafts the narrative around the numbers in your tone
- Hands you a near-finished deck to review and sharpen
It handles the boring assembly - filling tables, reformatting charts, copying YTD lines - so you focus on the story.
Draft this month's board update based on last month's deck.
More ideas
A few less obvious things your finance team can do with Strawberry once the basics are running:
- FP&A sparring. Run scenarios in your model: "what happens to runway if churn ticks up 2 points?"
- Investor or lender outreach. Find 30 European venture-debt providers, draft intros, queue them for your review.
- Audit and compliance prep. Pull supporting docs for sample transactions, reconciliations, IFRS or GAAP treatment notes.
- Local accounting-rules sparring partner. Talk through edge cases on local tax, VAT, depreciation, or treatment - your companion can read source guidance and walk you through it.
- Content engine for finance services firms. Blog posts on tax changes, regulatory updates, tool comparisons - in your voice.
- Ops backbone for finance-services businesses. One of our customers runs their entire daily pipeline through Strawberry: 38 sites scraped, filtered, deduped, written to SharePoint Excel every morning.
Use Strawberry with your team
The team setup adds shared chart-of-accounts memory, shared close calendars, shared skills, and one invoice for the whole team. See the Strawberry for teams page.