Solo UnicornFinance Back Office
Nine agents handling invoices, payroll, reconciliation, and tax prep
Finance buyers do not want experiments. They want fewer manual handoffs and better controls, which is exactly how this package is positioned.
What you can have running in the first 7 days
What is Finance Back Office?
Automated back office for finance teams. Invoice processing, expense categorization, bank reconciliation, tax prep, cash flow forecasting, audit logging, payroll calculations, and budget tracking.
9
20 min
Advanced
What operators get
Finance buyers do not want experiments. They want fewer manual handoffs and better controls, which is exactly how this package is positioned.
Best for
- startup finance teams
- fractional CFO firms
- operator-led businesses
Outcomes
- faster monthly close
- cleaner reconciliation
- better cash visibility
Included
- invoice and reconciliation agents
- forecasting workflows
- finance manager playbook
Organization Chart
Invoice Processor
Lead
Expense Categorizer
Reconciliation Agent
Tax Preparer
Cash Flow Forecaster
Audit Trail Logger
Payroll Calculator
Budget Tracker
Finance Manager
What's Included
- company.yaml
- agents/invoice-processor.md
- agents/expense-categorizer.md
- agents/reconciliation-agent.md
- agents/tax-preparer.md
- agents/cash-flow-forecaster.md
- agents/audit-trail-logger.md
- agents/payroll-calculator.md
- agents/budget-tracker.md
- agents/finance-manager.md
- workflows/month-end-close.yaml
- workflows/invoice-pipeline.yaml
- skills/gaap-compliance.md
- skills/tax-rules.md
- mcp-servers.json
- README.md
Preview
# company.yaml
name: finance-back-office
version: "1.0"
description: Automated finance back office
agents:
- id: invoice-processor
role: "Extract data from invoices and route for approval"
skills: [ocr-extraction, invoice-validation]
mcp_servers: [quickbooks, email]
triggers:
- webhook: email.received
filter: has_attachment
action: process-invoice
- id: reconciliation-agent
role: "Match transactions across bank and books"
skills: [transaction-matching, variance-analysis]
triggers:
- cron: "0 22 * * *"
action: daily-reconciliationInstallation Guide
Get up and running in under 5 minutes.
# Install and onboard Solo Unicorn
npx solounicornclub onboard --yes
# Download and extract the template
unzip finance-back-office.zip
cd finance-back-officeCompany Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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