Money
Money is your finance workspace in WorkMate OS. Click the Money icon to open a dedicated Finance module where you can manage invoices, connect bank accounts, and work with Audrey Accounts—your finance specialist—to track cash flow and get financial alerts.
What it is
Managing business finances means juggling invoices from customers, payments to vendors, bank feeds, and tax preparation. Money opens a separate Finance workspace purpose-built for personal finance—a place where you can see your full financial picture and Audrey helps you stay organized.
Accessing Money
Click the Money icon in your WorkMate OS sidebar to open the Finance workspace. The module may show as temporarily unavailable while the Finance service is rolling out to your account. If you see an unavailable message, check back in a few hours or contact support.
What Money will include
When the Finance module is fully deployed to your workspace, you'll have access to:
- A unified finance dashboard showing transaction summaries, account balances, invoices sent and received, and financial alerts Audrey has flagged
- Bank account connections that pull transactions automatically—no manual entry or CSV uploads needed
- Invoice workflows to track customer invoices, vendor payments, and payment status
- Cash flow insights and reports from Audrey Accounts, with analysis of your financial patterns, duplicate detection, and planning guidance
Tips for now
Add business context to your Brain.
The more Audrey knows about what you do, your customers, and your suppliers, the better she can analyze your finances and spot patterns. Keep your Brain updated.
Be ready to connect your bank.
When Money is live, you'll be able to authorize a secure connection to your bank account. This one-time setup pulls transaction data automatically each day—no copying numbers or uploading files.
Have Audrey catch duplicates.
When Money is ready, Audrey will flag duplicate invoices and unusual transactions before you act on them—saving time and preventing costly mistakes.