Employee Onboarding

Configure access and permissions for your new AI employee

Work Account Information

Set up your employee's basic information and credentials

First name

Last name

Work email

Knowledge Base Access

Link company documents and shared drives

Shared drives linked to your employee's account.
Name	Remove Access
Accounting team sharepoint

Workflows

Configure automated business workflows

Bank Account Reconciliation

Reconcile bank statements with accounting entries

Monthly Account Closing

End-of-month accounting procedures and reconciliation

Financial Statement Preparation

Prepare and review monthly financial statements

Expense Tracking & Categorization

Monitor and categorize business expenses

Third-Party Applications

Configure access to necessary tools and platforms

Gmail

Email and calendar access

Slack

Team messaging and collaboration

Zoom

Video conferencing

Google Calendar

Calendar management

Xero

Cloud-based accounting software

QuickBooks

Financial management and accounting

FreshBooks

Invoicing and expense tracking

Sage

Business management and accounting