Solo UnicornFintech Back Office Grid
Accounts payable, finance tracking, reporting, and controls for lean finance teams
Back-office buyers convert when the package removes spreadsheet debt and manual payment routing.
What you can have running in the first 7 days
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.
5
20 min
Advanced
What operators get
Back-office buyers convert when the package removes spreadsheet debt and manual payment routing.
Best for
- startup finance ops
- agencies with payment volume
- back-office teams under pressure
Outcomes
- move payables faster
- improve weekly finance reporting
- tighten control coverage
Included
- AP agent
- runway reporting
- close workflow
Organization Chart
Accounts Payable Agent
Lead
Support Finance Tracker
Report Distribution Agent
Data Consolidation Agent
Automation Governance Architect
What's Included
- 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
Preview
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
Installation Guide
Get up and running in under 5 minutes.
# Install and onboard Solo Unicorn
npx solounicornclub onboard --yes
# Download and extract the template
unzip fintech-back-office-grid.zip
cd fintech-back-office-gridFlagship Company 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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