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Company Packs

Fintech Back Office Grid

Accounts payable, finance tracking, reporting, and controls for lean finance teams

startup finance opsagencies with payment volumeback-office teams under pressure

Why buy

Back-office buyers convert when the package removes spreadsheet debt and manual payment routing.

// First 7 days

What can be running fast.

01

move payables faster

02

Ship a usable package with 8 included files and working structure.

03

Move from purchase to first setup in about 20 min.

// Included files

What is inside the package.

company.yaml
agents/accounts-payable-agent.md
agents/support-finance-tracker.md
agents/report-distribution-agent.md
agents/data-consolidation-agent.md
agents/automation-governance-architect.md
workflows/weekly-close.yaml
README.md

Description

What is Fintech Back Office Grid?

A finance-ops company template for startups and agencies that need tighter cash visibility, payment execution, reporting cadence, and audit discipline. It is especially strong for operator-led teams that run lean and still need enterprise-grade controls.

solo-unicornclaude-code

Upgrade path

  • 01Start with this package and validate the workflow.
  • 02Add specialized skills or bundles once the core system is stable.
  • 03Use the community to sharpen positioning, demos, and feedback loops.
Previewcompany.yaml
name: fintech-back-office-grid
version: "1.0"
description: A finance-ops company template for startups and agencies that need tighter cash visibility, payment execution, reporting cadence, and audit discipline. It is especially strong for operator-led teams that run lean and still need enterprise-grade controls.

agents:
  - id: accounts-payable-agent
    role: "Accounts Payable Agent"
    prompt_file: "agents/accounts-payable-agent.md"
    source_skill: "specialized/accounts-payable-agent.md"
  - id: support-finance-tracker
    role: "Finance Tracker"
    prompt_file: "agents/support-finance-tracker.md"
    source_skill: "support/support-finance-tracker.md"
  - id: report-distribution-agent
    role: "Report Distribution Agent"
    prompt_file: "agents/report-distribution-agent.md"
    source_skill: "specialized/report-distribution-agent.md"
  - id: data-consolidation-agent
    role: "Data Consolidation Agent"
    prompt_file: "agents/data-consolidation-agent.md"
    source_skill: "specialized/data-consolidation-agent.md"
  - id: automation-governance-architect
    role: "Automation Governance Architect"
    prompt_file: "agents/automation-governance-architect.md"
    source_skill: "specialized/automation-governance-architect.md"

workflows:
  - id: weekly-close
    trigger: cron.weekly
    actions:
      - collect-ledgers
      - process-approved-payables
      - compile-runway-view
      - ship-finance-pack
      - flag-control-exceptions

// Community acceleration

Use the room after the purchase.

Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.

Discuss implementation