Finance and operations teams need tools that are both helpful and easy to audit. A homemade helper that chases invoices is welcome; one that nobody can explain at audit time is not.
Common workflows
Overdue invoice reminders
Finds overdue invoices and drafts reminders to each customer contact.
TriggerAn invoice is 7 days late
ReadsThe invoice and the contact
Your logicPick the right tone for the account
PreparesA polite reminder
A personThe account owner sends it
Cresec handles the plumbingSign-in as each personTheir own accessDrafts firstA record of every action
Apps it uses: Accounting system, Email
Why it's hard to share today: Reminders come from the person responsible for the account, and every one should be on record.
Expense report check
Flags expense lines that break policy and drafts a note to the submitter.
Apps it uses: Expense tool, Email or chat
Why it's hard to share today: The tool should read expenses, not approve them.
Vendor contract renewals
Lists contracts renewing in the next 60 days with a short summary of each.
Apps it uses: Shared drive or contract system, Calendar
Why it's hard to share today: Contract access should follow the person asking.
You bring the logic. Cresec does the rest.
Your name on it. You're recorded as the builder of every version, and you can see how far it spreads.
Everyone is themselves. People sign in with their company account and connect their own apps once.
No passwords in the tool. Nothing to leak, nothing to change when someone leaves.
Drafts first. New users can read and prepare drafts; sending is allowed per person, per tool.
A record of every action. Who did what, with which version of the tool, checkable by you at any time.
Common questions
Will auditors accept records from an AI tool?
Cresec's records are signed and linked in order, and they can be checked offline with a free tool — no access to our systems needed.
Can a tool approve payments or expenses?
Only if someone deliberately allows it. Tools start read-and-draft only.
How do we prove what a tool did at audit time?
Each action has one record with the person, the tool version and the time, linked to the record before it, and checkable offline.