The Numbers You Need, Delivered Instantly.

Explore Victoria AI workflow templates focused on finance and accounting to pull reports, dive deep into your data, create invoices, and more - all with a simple chat.

Featured template

Keep a pulse on client financials

From revenue and overdue invoices to time tracking and balance sheets, pull and analyze the data you need in seconds.

Chat with Victoria anytime to pull reports or schedule them with a click

Customize the reports and let Victoria know which metrics you'd like to see

Work with Quickbooks, Xero, Freshbooks, and more with custom connections

Weekly Financial Report

Pull and analyze paid and unpaid invoices and time entries, then build out a report in Notion.

Copy and edit this workflow

Unpaid Invoice Followup Reminder

Pull unpaid and overdue invoices and send the team a brief report, draft message, and contact info.

Copy and edit this workflow

Featured template

Catch overdue invoices and follow up quickly

Let Victoria watch out for overdue invoices on a regular schedule and send the accounting team a reminder to follow up at the right time.

Send the team a brief report, draft message, and client contact info

Run it on a schedule or chat with Victoria anytime

Never let an invoice go unpaid

Featured template

Project Hours Pacing and Forecasting

Ensure billable hours don't extend beyond the billable amount and forecast how many hours have been planned in the project management tool.

Keep billable hours on pace within the contract amount

Forecast and make adjustments based on the right data

Customize the report by letting Victoria know what you need

Project Hours Analysis and Forecast

Search the CRM for missed communication hourly and send a detailed reminder in Slack.

Copy and edit this workflow

Looking for a custom AI workflow or integration?

We can integrate powerful AI features into nearly any workspace.

Get In Touch

Custom AI agent integrations

Done-for-you AI workflows

Enterprise scale technology