Why we're building Rex
Most finance work isn't finance work. It's busywork. Smart people spending their days chasing invoices, reconciling payments, hunting through old emails to figure out why a customer is disputing a charge.
People get into Finance because they want to drive outcomes. Optimize working capital. Make strategic decisions that move the needle. Instead, you're updating customer records in three different systems and following up on the same overdue invoices week after week.
Our team spent years building finance software at an a16z-backed startup and saw this pattern everywhere.
That's why we’re building Rex. It learns how your team actually operates, then runs those workflows autonomously across your existing finance stack. Chasing payments. Reconciling transactions. Updating records. With full audit visibility - no rip-and-replace required.
Companies deploying Rex see DSO drop 30% in months. But more importantly, finance teams get back to doing what they came here to do: strategic work that moves the business forward.
Most finance work isn't finance work. It's busywork. Smart people spending their days chasing invoices, reconciling payments, hunting through old emails to figure out why a customer is disputing a charge.
Most people get into Finance because they want to drive outcomes. Optimize working capital. Make strategic decisions that move the needle. Instead, you're updating customer records in three different systems and following up on the same overdue invoices week after week.
Our team spent years building finance software at an a16z-backed startup and saw this pattern everywhere.
That's why we’re building Rex. It learns how your team actually operates, then runs those workflows autonomously across your existing finance stack. Chasing payments. Reconciling transactions. Updating records. With full audit visibility - no rip-and-replace required.
Companies deploying Rex see DSO drop 30% in months. But more importantly, finance teams get back to doing what they came here to do: strategic work that moves the business forward.
Most finance work isn't finance work. It's busywork. Smart people spending their days chasing invoices, reconciling payments, hunting through old emails to figure out why a customer is disputing a charge.
People get into Finance because they want to drive outcomes. Optimize working capital. Make strategic decisions that move the needle. Instead, you're updating customer records in three different systems and following up on the same overdue invoices week after week.
Our team spent years building finance software at an a16z-backed startup and saw this pattern everywhere.
That's why we’re building Rex. It learns how your team actually operates, then runs those workflows autonomously across your existing finance stack. Chasing payments. Reconciling transactions. Updating records. With full audit visibility - no rip-and-replace required.
Companies deploying Rex see DSO drop 30% in months. But more importantly, finance teams get back to doing what they came here to do: strategic work that moves the business forward.
Operating procedure
Last updated Jan 8 at 1:19 AM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...
Operating procedure
Last updated Jan 8 at 1:19 AM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...
Operating procedure
Last updated Jan 8 at 1:19 AM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...
Operating procedure
Last updated Jan 8 at 1:19 AM by you
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Reviewing custom instructions...