Finney
Live demo · running on the platform

A living finance department

This is a real agent suite running on the platform. A World Simulator lives a month for a Series A SaaS startup. A finance team of agents then keeps the books and closes the month — on their own. Every number below is what they produced, and the books tie.

The simulated company

Stratus, Inc.

Series A · B2B SaaS · 7 employees · Month ended May 31, 2025

Cash on hand
$1.51M
up $38K this month
MRR
$61K
$732K ARR
Net loss
$70K
for the month
Runway
~21 mo
at current net burn
Customers
17
1 churned this month
Gross margin
88%
$53,957 gross profit

Simulated company and data, produced by the agent suite for demonstration.

The team

One coordinator, a finance team

Finney runs the close and answers from the books. Five process agents and a Controller do the work — each owns its piece, and they hand off to each other.

Finney
CFO · Coordinator

Owns the close, answers from the books, briefs the board.

AR Agent
Process agent · Accounts Receivable

Applies cash to invoices, ages receivables, books deferred revenue.

AP Agent
Process agent · Accounts Payable

Enters vendor bills, runs payments, ages payables.

Payroll Agent
Process agent · Payroll

Runs payroll for 7 employees, books the register and taxes.

Treasury Agent
Process agent · Treasury

Reconciles the bank, tracks cash and runway.

FP&A Agent
Process agent · Financial Planning

Posts accruals, reconciles deferred revenue, writes the board pack.

Controller
Project agent · Month-End Close

Runs the close as a task graph, consolidates the GL, gates on the trial balance.

How the data flows

From a simulated month to books of record

The simulator owns the raw activity. The finance team owns the general ledger. The seam between them is exactly how a real company separates its source systems from its books.

1
World Simulator

A simulated SaaS business lives a real month: deals close, a customer churns, vendors bill, payroll runs, an annual prepayment lands, cash moves.

2
9 ERP tables

The activity posts as raw source data — customers, employees, vendors, invoices, payments, bills, payroll, bank, and budget.

3
Subledgers

The AR, AP, and Payroll agents turn raw activity into aged, reconciled subledgers.

4
Shared general ledger

The Controller consolidates every subledger into one GL — the books of record.

5
Statements & board pack

FP&A and Finney produce the trial balance, financials, runway, and the board deck.

9 ERP source tables:customersemployeesvendorsinvoicespaymentsbillspayrollbankbudget
The close, step by step

Eight handoffs to a clean close

The Controller runs the close as a task graph. Each agent finishes its piece and unblocks the next, all the way to the trial-balance gate and the board pack.

Day 1
1
The month happensWorld Simulator

Invoices, bills, payroll, an annual-upfront prepayment, and bank activity post for the period.

Day 2
2
Cash applied, receivables agedAR Agent

Customer payments matched to open invoices; AR aged to $86,000; deferred revenue booked.

Day 3
3
Bills entered, payables agedAP Agent

Vendor bills recorded and paid down; AP ages to $65,111 open.

Day 4
4
Payroll run & taxes bookedPayroll Agent

Register produced for 7 employees; $87,917 gross, $19,342 employer taxes.

Day 5
5
Bank reconciledTreasury Agent

Bank statement tied to the GL at $1,508,266; cash position and runway updated.

Day 6
6
Accruals & deferred revenueFP&A Agent

Month-end accruals posted; deferred-revenue schedule reconciled to $195,000.

Day 7
7
Trial balance tiesController

GL consolidated; debits equal credits; every subledger ties to the GL control accounts.

Day 8
8
Board pack deliveredFinney

Statements reviewed, runway framed, and the board deck assembled.

The books

The statements they produced

These are the real artifacts from the close. Click through them — the trial balance ties, the P&L rolls into the balance sheet, and the bank reconciles to the GL.

Trial Balance

AccountDebitCredit
Cash1,508,266
Accounts receivable86,000
Accounts payable65,111
Payroll tax liabilities464,208
Deferred revenue195,000
Paid-in capital2,000,000
Accumulated deficit (opening)1,060,036
Subscription revenue61,000
COGS — hosting7,043
Payroll expense87,917
Payroll tax expense19,342
Software expense1,928
Rent expense12,000
Marketing expense2,787
Total2,785,3192,785,319
Debits equal credits — the books tie.

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