> ## Documentation Index
> Fetch the complete documentation index at: https://guides.runner.now/llms.txt
> Use this file to discover all available pages before exploring further.

# Runner for finance and ops teams

> Build your board pack, process invoices, refresh your forecast, and close the month faster. Runner connects to Stripe, QuickBooks, your CRM, and Sheets so the numbers are always current.

It's the last week of the month. You're chasing department leads for their numbers, reconciling invoices against contracts, and trying to get the operating model current before the board meeting on Friday. Half the work is just finding the data and moving it from one place to another.

Runner connects your revenue tools, your spreadsheets, your email, and your docs. You tell it what you need and it pulls the numbers, builds the reports, and chases the people who haven't submitted yet.

## Your stack, connected

Runner works across the tools finance and ops teams actually live in. Connect them once and Runner handles the rest.

<CardGroup cols={3}>
  <Card title="Google Sheets" icon={<img src="/images/apps/google-sheets.png" alt="Google Sheets" width="24" height="24" />}>
    Operating models, trackers, reports, close checklists
  </Card>

  <Card title="Gmail" icon={<img src="/images/apps/gmail.svg" alt="Gmail" width="24" height="24" />}>
    Invoices, vendor emails, approval chains
  </Card>

  <Card title="Google Docs" icon={<img src="/images/apps/google-docs.png" alt="Google Docs" width="24" height="24" />}>
    Board decks, close memos, process docs
  </Card>

  <Card title="Slack" icon={<img src="/images/apps/slack.svg" alt="Slack" width="24" height="24" />}>
    Submission nudges, weekly summaries, leadership updates
  </Card>

  <Card title="Google Drive" icon={<img src="/images/apps/google-drive.png" alt="Google Drive" width="24" height="24" />}>
    Contracts, agreements, vendor files
  </Card>

  <Card title="Salesforce" icon={<img src="/images/apps/salesforce.svg" alt="Salesforce" width="24" height="24" />}>
    Pipeline and forecast numbers for the board pack
  </Card>
</CardGroup>

Runner also works with Stripe, QuickBooks, HubSpot, and [many more](/get-started/connecting-accounts).

***

## What Runner does for finance and ops

### Build the board pack without the assembly work

Stop pulling numbers from five different sources by hand. Runner grabs MRR and revenue from Stripe, pipeline from your CRM, headcount from your team tracker, burn rate from your operating model, and assembles the deck. You review it, not build it.

> *"I need to build the board pack before Friday."*

Runner pulls live numbers from Stripe, Salesforce, and your Sheets. Revenue up 14%, burn on track, 2 open roles. Board pack is drafted and ready for your review.

### Process invoices without the manual matching

Runner finds invoices in your downloads, reads each one, matches line items against signed agreements, and flags anomalies. Clean invoices go to an approval queue. Flagged ones come with a summary of what's off.

> *"We've got a pile of vendor invoices to process, some of them don't match our agreements."*

Six invoices are approval-ready. Two need a conversation before you pay them. AWS bill is 22% over contracted rate, and the agency invoiced outside the SOW.

### Refresh the forecast with actual numbers

Your operating model is stale the day after you update it. Runner pulls actual revenue from Stripe, actual expenses from your tracker, updates the model, and highlights the variances that matter.

> *"Our operating model is stale, can you help me update it?"*

Model is current. Revenue 8% ahead, hiring spend 15% over plan. The three real variances are called out, the rest is noise you can skip.

### Automate the weekly report

Every Monday, Runner checks the reporting sheet, nudges anyone whose section is blank, pulls revenue from Stripe and pipeline from the CRM once everyone submits, and posts the summary to #leadership.

> *"Every Monday, make sure all department leads have submitted their numbers for the weekly report."*

Runner tracks who hasn't submitted, chases them down, and closes the loop. It's the ops person you don't have to hire.

### Close the month faster

Runner checks your close checklist, identifies what's still open, pulls contractor invoices from Gmail to match against POs, reconciles revenue against your recognition schedule, and pings the last blocker.

> *"It's month-end, what do I need to close out?"*

Four of twelve items still open. Revenue recognition matches. Contractor invoices pulled. Mike is the last blocker on headcount numbers, and Runner is already pinging him.

***

## A finance and ops day with Runner

| Time          | What Runner does                                                             |
| ------------- | ---------------------------------------------------------------------------- |
| **8:00 AM**   | Morning brief: close items outstanding, invoices waiting, submission gaps    |
| **9:00 AM**   | Processes vendor invoices from Downloads, flags anomalies against contracts  |
| **10:00 AM**  | Refreshes the operating model with live numbers from Stripe and your tracker |
| **11:00 AM**  | Nudges department leads who haven't submitted their weekly numbers           |
| **1:00 PM**   | Builds the weekly report once everyone has submitted                         |
| **2:00 PM**   | Preps the finance sync with the Stripe export attached to the meeting        |
| **4:00 PM**   | Posts the weekly summary to #leadership                                      |
| **Month-end** | Runs the close checklist, reconciles revenue, chases the last blockers       |

***

## Prompts to try right now

<AccordionGroup>
  <Accordion title="Board pack">
    *"Build the board pack for this month. Pull revenue from Stripe, pipeline from the CRM, headcount from the team tracker, and burn from the operating model. Draft it in a Google Doc."*
  </Accordion>

  <Accordion title="Invoice processing">
    *"Process the vendor invoices in my downloads. Match line items against our signed agreements. Flag anything that doesn't match and queue the rest for approval."*
  </Accordion>

  <Accordion title="Forecast refresh">
    *"Update the operating model with actual numbers. Pull revenue from Stripe and expenses from the tracker. Highlight any line item where variance is more than 10%."*
  </Accordion>

  <Accordion title="Weekly report automation">
    *"Every Monday at 8am, check the reporting sheet. If anyone's section is blank, nudge them in Slack. Once everyone submits, pull the numbers and post the summary to #leadership."*
  </Accordion>

  <Accordion title="Month-end close">
    *"It's month-end. Check the close checklist, tell me what's still open, reconcile revenue against the recognition schedule, and ping whoever is holding things up."*
  </Accordion>

  <Accordion title="Find a contract">
    *"Find the vendor MSA we signed last quarter. I need to check the payment terms."*
  </Accordion>

  <Accordion title="Finance sync prep">
    *"Grab the Stripe export I downloaded and drop it into the finance sheet. Attach it to the sync meeting invite."*
  </Accordion>
</AccordionGroup>

***

## Automate the predictable stuff

Once you've tried these manually, set them to run automatically:

* **Weekly report chase** every Monday at 8am. Check submissions, nudge stragglers, post the summary.
* **Invoice processing** every Friday. Pull new invoices, match against contracts, queue for approval.
* **Forecast refresh** on the 1st and 15th of each month. Keep the model current without manual effort.
* **Month-end close** starting 3 days before end of month. Track the checklist, chase blockers, draft the close memo.

Stop spending your week pulling numbers from one place to another. Let Runner handle the assembly so you can focus on the decisions.

[Learn how to create automations →](/workflows/creating-automations)

***

## What's next?

<CardGroup cols={2}>
  <Card title="Connect your apps" icon="plug" href="/get-started/connecting-accounts">
    Link Stripe, your CRM, Sheets, and the rest.
  </Card>

  <Card title="Browse workflows" icon="arrows-spin" href="/workflows/starter-workflows">
    See all the built-in workflows Runner ships with.
  </Card>
</CardGroup>