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SOLUTIONS · FINANCE

AI for finance teams, with access you can audit

Use AI for finance with policies, board materials and past decisions. Give CFOs, controllers and procurement teams answers with sources.

  • Approval thresholds.
  • Ask from Claude, Cursor or Codex.
  • Keep private knowledge private.
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WORKS WITH

Google DriveConnected sourceNotionConnected sourceClaudeAsk through MCPCursorAsk through MCPCodexAsk through MCPUploadsYour documents

Built for CFOs, FP&A, Controllers, Procurement

What's our approval threshold for capex over $50k?

The purchasing policy requires finance and executive approval for capex above $50,000. The source names the current approvers. 1

Purchasing policy and current approvers

Close faster. Approve with confidence. Keep the board pack private.

Your CFOs and FP&A share answers with sources.

  • CFOs

    Approval thresholds

    • What's our approval threshold for capex over $50k?

      On request

    • Who are the current finance and executive approvers?

      Before deciding

    Source answer: The purchasing policy requires finance and executive approval for capex above $50,000. The source names the current approvers.

    Capex threshold
    Above $50,000
    Required approval
    Finance and executive approval
    Current approvers
    Named in the purchasing policy

    Sources: Purchasing policy and current approvers (Google Drive); Elm House · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Controllers

    Past decisions

    • Why did we change vendor payment terms in Q2?

      Weekly

    • Where are the decision rationale and revised terms recorded?

      Before deciding

    Source answer: The decision note links the change to working-capital planning and supplier discussions. The contract register records the revised terms.

    Decision rationale
    Working-capital planning and supplier discussions
    Revised terms
    Recorded in the contract register

    Sources: Q2 payment-terms decision and contract register (Notion); Elm House · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Procurement

    Preferred suppliers

    • Who's on the preferred list for IT hardware?

      On request

    • Who owns purchasing, and which policy explains exceptions?

      Before deciding

    Source answer: The procurement list identifies the approved hardware suppliers and purchasing owner. The policy explains exception handling.

    Approved hardware suppliers
    Listed in the procurement record
    Purchasing owner
    Named in the same record
    Exception handling
    Read the linked policy

    Sources: Hardware procurement list and purchasing policy (Google Drive); Elm House · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • FP&A

    Budget against actual

    • How does actual spend compare with the monthly allocation?

      Weekly

    • Which commentary explains the variance?

      Before deciding

    Source answer: The budget sheet records $48,000 actual against a $50,000 allocation. The monthly commentary explains the variance.

    Allocation and actual
    $50,000 allocated and $48,000 actual
    Variance explanation
    Read the monthly commentary
    Allocation
    $50,000
    Actual
    $48,000

    Sources: Monthly budget sheet and variance commentary (Notion); Elm House · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • CFOs

    Keep board forecasts with leadership

    • Which operating budget can analysts read?

      On request

    • Which forecasts remain limited to leadership?

      Before deciding

    Source answer: The operating budget is available to analysts. Board-only forecasts remain restricted to leadership.

    Analysts
    Operating budget
    Leadership only
    Board-only forecasts

    Sources: Operating budget and board forecast access rules (Google Drive); Elm House · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Controllers

    Review finance source access

    • Who consulted the finance sources, and when?

      Weekly

    • Does the record contain source identifiers or financial document text?

      Before deciding

    Source answer: The record identifies who consulted the finance sources and when. It contains source identifiers, not the financial document text.

    Requester and time
    Recorded for the finance source consultation
    Source identifiers
    Included in the record
    Financial document text
    Not included in the record

    Sources: Finance source access record (Notion); Elm House · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

Less searching. More shared context.

Without HeyBrain

With HeyBrain

Search the purchasing policy for the capex approval threshold and current approvers.

Find the finance and executive approval requirement for capex above $50,000, with current approvers named in the source.

Read the Q2 decision note and contract register separately to reconstruct the payment-terms change.

Find the working-capital and supplier-discussion rationale, with revised terms recorded in the contract register.

Search the procurement list and policy for approved hardware suppliers, the purchasing owner and exceptions.

Find the approved hardware suppliers and purchasing owner, then open the policy for exception handling.

Compare the monthly allocation with actual spend, then locate the commentary explaining the difference.

Find $48,000 actual against the $50,000 allocation in the budget sheet, with the variance explained in the monthly commentary.

ONE CONNECTED BRAIN

One question, across your tools

Bring Google Drive, Notion and your uploads into one cited answer.

Question
What's our approval threshold for capex over $50k?
Answer
The purchasing policy requires finance and executive approval for capex above $50,000. The source names the current approvers. (Source 1)
  • Source 1: Purchasing policy and current approvers (Google Drive)
  • Additional source: Q2 payment-terms decision and contract register (Notion)
  • Additional source: Hardware procurement list and purchasing policy (Google Drive)

FOLLOW THE SOURCE

Review the evidence behind an answer

Open the citation. Read the original wording and surrounding detail.

Answer
The decision note links the change to working-capital planning and supplier discussions. The contract register records the revised terms. (Source 1)
Cited excerpt from Q2 payment-terms decision and contract register (Notion)
The decision note links the change to working-capital planning and supplier discussions. The contract register records the revised terms.
  • Source 1: Q2 payment-terms decision and contract register (Notion)
  • Source 2: Purchasing policy and current approvers (Google Drive)

PERMISSIONS IN EVERY ANSWER

Share the context. Keep the boundaries.

Same question, different permissions. Review the request and sources in the access record.

Question
What changed in the quarterly finance plan?
Answer for Elise Moreau (Controller)
Purchase process and approval limits available. Cash forecast: updated Friday.
Answer for Leila Navarro (Procurement teammate)
Purchase process and approval limits available. Restricted section withheld.
Section withheld from Leila Navarro
CASH FORECAST · FINANCE ONLY
Access record
14:02 · Leila Navarro · Source access checked · 1 SECTION WITHHELD · RECORDED

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Repeated contextWhole documents
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FAQ

Questions finance teams ask

  • What's our approval threshold for capex over $50k?

    The purchasing policy requires finance and executive approval for capex above $50,000. The source names the current approvers. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.

  • Why did we change vendor payment terms in Q2?

    The decision note links the change to working-capital planning and supplier discussions. The contract register records the revised terms. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.

  • Which sources and AI tools can we use?

    Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.

  • How does HeyBrain keep private knowledge private?

    People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.

  • How do we get the team started?

    Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.

  • How does HeyBrain reduce AI token cost?

    HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.

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