Your worker reconciles bank feeds, codes bills, sends invoices and keeps your books ready for your accountant.
Bank reconciliation — Matches statements daily.
Invoices — Creates and sends invoices on time.
Expense coding — Receipts to the right account.
Cash reports — Weekly cash position and runway.
Example : « Reconcile this week » → Reading bank feed → Matching 212 lines → Flagging 2 → Bank reconciled.
Example : « Invoice all November clients » → Reading contracts → Creating invoices → Sending → 34 invoices sent.
Example : « What's our runway? » → Cash balance → Burn rate → Projection → 14.5 months.
Recommended workers : Jeanne.
In the Delos app, open Connectors, pick Xero and authorize access. No code.