Rules that watch the books
and tell the right person
They watch while nobody looks and speak once a period, to the right person. A rule never sends money.
Autopilot
Rules that watch the books and tell you: alerts daily, reminders weekly, sweeps monthly.
MoreNew rule
- Now
- Ladder
- Done by the machine
- Supervision
- Automations
- Rules on9of 9 rules
- Fired today3the last at 10:02
- Needs attention1its account was archived
- Move money1sets aside 30% of what a client pays
Rules9
Ask| Rule | State |
|---|---|
| Operating below $250,000Looks 14 days ahead, clear to Nov 17 | Quiet |
| Invoices due within five daysDigest sent: 1 overdue, 3 due | Fired |
| Set aside when a client paysHalcyon Labs paid $86,500, 30% is $25,950 | Fired |
| A payment waits for signaturesFigma $2,600 waits for the founders | Fired |
| Reserve below $50,000The account it watched was archived | Failed |
Each rule says what it saw on its last run, in figures. The one that lost its account also waits in the queue as an exception.
How it works
Automations
in four lines
- Written as a sentence
- Pick what to watch as a card: a balance, invoices, a loan payment, a budget, a connection, money arriving. The rule reads back in words, not as a formula.
- Looks ahead
- A low balance rule can read the cash forecast and say Operating runs below its line on the 23rd, a week before rather than the morning after.
- Speaks when money lands
- An arrival rule speaks the moment money reaches the book, by feed, chain, import or hand, and can say what share to set aside. Moving it stays yours.
- Last run as facts
- Every rule shows what it checked and when. A failed run, or a rule whose account is gone, lands in the queue under Exceptions.
Questions
Automations
the short answers
Can a rule move money by itself?
No. A rule tells a person and never sends money at a bank or on chain. Signing stays on the payment, and money moves only under the mandate.
Who can add or change a rule?
Whoever holds the automations right in the space. Without it the page still reads, but the switches turn into badges and the buttons are gone.
Read next
See your own cabinet
on a thirty minute call
We open it on your books and show what the machine would do by itself in your first week.