Use case · Finance
Ask the ledger questions in plain English
Xero, Stripe and the warehouse answer through read-only tools. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
The problem
- Reconciliation questions bounce between finance, support and engineering
- Reports are rebuilt by hand for every ad-hoc question
- Nobody wants to give an AI write access to the books
How Memtro helps
- Every connector is read-only; Postgres queries run in read-only transactions
- Figures come back with the invoice, charge or row they came from
- Monitors run as jobs: failed payments, overdue invoices, duplicate charges
Example queries
- › Which invoices over £5k are more than 30 days overdue?
- › Is INV-2202 a duplicate of INV-2201?
- › Revenue by segment for Q3 from the warehouse, with the SQL you used
Jobs to schedule
- schedule: Every 15 minutes, check Stripe for failed payments in the last hour
- schedule: First of the month at 9, aged receivables summary with the five largest balances
Say any of these in Chat and Memtro creates the job. See Jobs.