How Spaces helps
General-purpose assistants search across your tools. Observer agents capture finance decisions, policies and reasons, and link them to the close items they support.
Still manual today Decisions made in chat and email rarely reach the close record, and general assistants do not link them to close evidence.
Example In #finance-close, the controller says to accrue Contoso's fit-out at the INR 310k quote in October, and to treat future fit-outs the same way. The agent captures it as a proposed policy, owned by the controller, pending approval.
- Accrue Acme Cloud at contract rate Slack · controller, linked to accrual Done
- Capitalize HK office fit-out Gmail · CFO, linked to FA register Done
- Defer Globex revenue to November Notion · awaiting owner confirmation For approval
- Change IT allocation driver Slack · not yet linked to run For approval
- Write off Initech balance Conflicting statements found Needs review
Each decision keeps its original source
What the agent does
- Monitors the Slack channels, inboxes, Notion pages and Jira projects you choose
- Recognizes finance decisions, policy statements and their stated reasons
- Links each judgment to the journal, reconciliation or memo it supports
- Makes decisions searchable by entity, account and period
How it runs
- 01 Choose sources Finance selects the channels, mailboxes and spaces the observer may read.
- 02 Capture decisions Identifies decisions, policies and reasons, keeping the original citation.
- 03 Link to close Attaches each judgment to the close item it supports.
- 04 Confirm Owners confirm captured decisions before anything relies on them.
Decisions made in chat become part of the record.
Each item links to the decisions behind it.
People keep working in Slack and email.
- Which conversations does the observer read?
- Only the sources finance selects, within the permissions each user already has.
- Do captured decisions take effect automatically?
- No. Owners confirm them first, and any resulting entry follows maker-checker approval.
