Butler Finance

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Agentic financial operating system

One close. Every finance desk.

Land a file. The engine calculates this month versus the approved plan. Planning, packs, cash, people, and books open on that same close. You confirm before anything is official.

Upload lands the file. You confirm categories. Home shows this month plus what needs you. Plan, Forecast, and Review stay on Planning. Share sends a pack only after you confirm. Dashboards rearranges the same amounts.

The workspace is not the general ledger, does not run payroll, and does not move cash.

Product highlights

One close, every desk Planning, packs, cash, people, and books read the same computed close.
Upload through Share Land a file, keep the plan, forecast, review, then send a pack only after you confirm.
Same close, different packs ELT flash, board book, department, and investor templates. Not new books.

Example office

Revenue$4.2Mvs $4.0M plan

Gross profit$2.7Mvs $2.6M plan

EBITDA$0.6Mon plan

Line	Actual	Plan
Revenue	$4.2M	$4.0M
COGS	$1.5M	$1.4M
EBITDA	$0.6M	$0.6M

Illustration. Not a customer. Not official. Click a desk under Office for the full example.

Office

Every desk on the same close

Click a desk. Dummy numbers are one fictional August 2026 close. Signed-in Home opens the live office. Nothing here is official.

Example modules

Example office

This month versus the plan.

Sample Home. One close feeds Planning, packs, cash, people, and books. Click a desk tab for that book. Nothing here is official.

Revenue$4.2MActual versus $4.0M plan

Gross profit$2.7MActual versus $2.6M plan

EBITDA$0.6MOn plan

Line	Actual	Plan	Variance
Revenue	$4.2M	$4.0M	+$0.2M
COGS	$1.5M	$1.4M	+$0.1M
Gross profit	$2.7M	$2.6M	+$0.1M
Operating expenses	$2.1M	$2.0M	+$0.1M
EBITDA	$0.6M	$0.6M	$0.0M

Revenue

EBITDA

Needs you

Confirm categoriesNothing here is official until you do.

ELT flashCommentary still needs confirmation before Share.

Open ReviewFull month versus the approved plan.

Example close

August 2026

Sample Planning module. Upload is shared. Plan · Forecast · Review live on this module. Nothing here is official.

Revenue$4.2M+$0.2M versus plan

Gross profit$2.7M+$0.1M versus plan

EBITDA$0.6MOn plan

Line	Actual	Plan	Variance
Revenue	$4.2M	$4.0M	+$0.2M
COGS	$1.5M	$1.4M	+$0.1M
Gross profit	$2.7M	$2.6M	+$0.1M
Operating expenses	$2.1M	$2.0M	+$0.1M
EBITDA	$0.6M	$0.6M	$0.0M

Revenue

EBITDA

Needs you

Confirm categoriesNothing here is official until you do.

Open ReviewFull month versus the approved plan.

Example pack

Same close. Four packs.

Sample Reporting module. Export still needs confirmation. Chat is not the memo.

ELT flash$4.2MRevenue bound to August

Board bookTie-outExtract · not auto from the P&L

Waiting1Pack still needs confirmation

Pack	Bound	Status
ELT flash	Revenue $4.2M · EBITDA $0.6M	Needs you
Board book	Extract from the file	Tie-out open
Department · Engineering	Opex $0.22M vs $0.20M	Draft
Investor update	Same close, different template	Draft

Needs you

Confirm ELT commentaryPerformance is bound. Copy is not official until you confirm.

ShareSends only after you confirm. Receipt goes with the pack.

Example cash

13 weeks · weekly file

Sample Treasury module. Direct weekly file. Cash roll ties. Not monthly net income. Does not move cash.

Opening bank$1.00MFile as-of Aug 3 · not a connection

Ending cash$1.12MWeek of Aug 24

Available$0.97MRestricted $0.15M on the weekly file

Week	In	Out	End
Aug 3	$0.40M	$0.35M	$1.05M
Aug 10	$0.42M	$0.38M	$1.09M
Aug 17	$0.41M	$0.40M	$1.10M
Aug 24	$0.38M	$0.36M	$1.12M

Needs you

Cash roll tiesWorking view. Not a bank. Does not pay vendors.

Week 14Mapped from a file. Not invented from August net income.

Example people

Department totals

Sample Workforce module. Totals only. Not payroll and not peer salaries.

Heads723 departments on the plan

Payroll / month$1.29MDepartment totals · not a run

India mix19%Company-wide · selected roles 28%

Department	Heads	Payroll / month
Engineering	42	$0.84M
Sales	18	$0.27M
G&A	12	$0.18M
Total	72	$1.29M

Needs you

Acknowledge roster mapTeach from a file. Selected roles are not the whole department.

Draft recommendationNot a hire, term, or pay change until an approver confirms.

Example revenue

This month

Sample Revenue module. This month versus the approved plan. Does not invent ARR from the P&L. Does not issue invoices.

Revenue actual$4.2MSame close as Planning

Billed (observe)$4.2M186 invoices in the billing system

Open AR$0.62MObserved · not collected here

Metric	Amount
Revenue (actual)	$4.2M
Revenue (plan)	$4.0M
Customers on file	41
ARR	Not on this close
Billing connector	Observe invoices · does not issue

Needs you

Load invoicesObserve billing grain. ARR is not computed from the P&L total.

Open ARR bridgeWorking review. ARR is not GAAP revenue and does not publish.

Example spend

Department opex and AP

Sample Spend module. Observe actuals and AP rows. Drafts are not payments.

Open AP$0.31M14 observed bills

Draft requests$48kNot a payment

Engineering opex$0.22MVersus $0.20M plan

Row	Actual	Plan
Engineering opex	$0.22M	$0.20M
Sales opex	$0.11M	$0.12M
G&A opex	$0.09M	$0.08M
AP · Cloud vendor	$0.18M	—
AP · Contractors	$0.13M	—

Needs you

Review 14 billsMark reviewed on the operating book. Does not pay the vendor.

Draft a requestA draft is not a payment and not AP execution.

Example ledger observe

Facts on file

Sample Accounting module. Cited facts and statement checks from the same close. Observe only. Does not post journals.

Cash$1.12MTies to the weekly file ending

IdentitiesTieWorking view · not the ledger

Journal drafts3Unposted · create ≠ post

Line	Amount	Status
Cash	$1.12M	Cited
Accounts receivable	$0.62M	Cited
Accounts payable	$0.31M	Cited
Revenue	$4.2M	Cited
COGS	$1.5M	Cited
Operating expenses	$2.1M	Cited

Needs you

3 journal draftsPeople who draft stay separate from people who post. Butler does not post.

Statement checksIdentities tie on the working view. The general ledger stays where it is today.

Example tax

Filing calendar

Sample Tax module. Calendar and workpapers only. Provision is unmodeled. Does not file or remit.

US federal estimate$0.18MCalendar item · not remitted

CA franchise$24kOn the calendar · not a return

Workpapers4Open · not a filing

Item	Amount	Status
US federal Q3 estimate	$0.18M	Calendar · not remitted
California franchise	$24k	Calendar · not remitted
Provision on the compiler	—	Unmodeled
Workpapers open	4	Evidence only

Needs you

Open workpapersEvidence for the calendar. This is not a return.

ProvisionNo tax line on the plan yet. Butler will not invent one.

Example case

Capital projects

Sample Strategic module. Draft cases with cited inputs. Not a street filing. Does not close a transaction.

Plant expansion$2.4MCapex case · cited inputs

Draft NPV$0.9MAssumption · not official

Discount rate11%Needs you to confirm

Case	Input	Status
Plant expansion	Capex $2.4M	Draft
Draft NPV	$0.9M at 11%	Assumption
Acquisition screen	Cited public comps	Working review

Needs you

Confirm discount rateThe engine will not treat 11% as official until you do.

Keep it a draftA case is not a close and not a street filing.

Example IR

Investor update

Sample IR module. Same close, different pack. Sending still needs confirmation.

Revenue$4.2MSame close as Reporting

EBITDA$0.6MOn plan

Ending cash$1.12MWeekly file · not interpolated

Pack	Bound	Status
Investor update	Revenue $4.2M · EBITDA $0.6M	Draft
Lender pack	Ending cash $1.12M	Draft

Needs you

Confirm before sendDoes not send to investors or lenders by itself.

Covenant measureTotal ending cash on the weekly file. Not a new book.

Example controls

Draft and confirm

Sample Controls module. People who draft stay separate from people who confirm. Nothing auto-approves.

Packs waiting1ELT flash commentary

Mapping1Unacked this-file categories

Journal drafts3Create ≠ post

Open item	Owner seat	Status
Confirm categories	Approver	Needs you
ELT flash commentary	Approver	Needs you
Journal drafts (3)	Preparer	Draft only
Discount rate 11%	Approver	Strategic case

Needs you

Separate confirmationA preparer cannot confirm their own draft.

Open SettingsSeats and exceptions. Health is blockers, not a catalog.

Illustration. Not a customer. Not official. Not live data.

How it works

One computed close. Each desk opens a working book with numbers from that close. AI proposes mapping and forecast assumptions. The engine calculates. You confirm before a number is official.

Upload — Land the workbook or export you already close. One file can feed Planning, Accounting, and Reporting.
Map — Confirm how accounts were categorized.
Home — This month versus the plan, what needs you, and live books. Empty desks stay off Home.
Plan · Forecast · Review — Keep the approved version. Draft the next one. Compare with lineage.
Share — Send a pack only after you confirm. Dashboards rearranges the same amounts.

The close

Upload through Share

Upload lands the file you already use. You confirm how accounts were categorized before anything persists as official. Plan keeps the approved version. Forecast drafts a reforecast. Review is this period versus that plan. Share sends a pack only after you confirm. Ask is a working file. It is not the official pack.

Uses

Same close. Different packs.

Audience is a template, not a second set of books. Export stays gated on confirmation. Chat is not the memo.

ELT flash

This period versus the approved plan. Confirm before export.

Board book

Extract and tie-out from the file. Not auto-built from the P&L. Confirm before export.

Department pack

Only department lines stored on the file. Missing grain is disclosed.

Investor update

The same computed close, different template. Confirm before export.

Features

Eleven desks. One computed close.

Observe and assist modules stay honest about what they do not do. Execute (post, pay, file) needs licensed rails.

Planning

This month versus the approved plan, while there is still time to act. Working view of the close. Not the pack. Does not post the general ledger.

Reporting

One close. Every audience pack. No second rebuild. Export stays gated on confirmation. Does not file with the street or a regulator.

Treasury

See which week cash breaks — from a weekly file, not last month's net income. Direct weekly file or Liquidity Pack. Not interpolated from monthly net income. Does not move cash or pay vendors.

Workforce

One funded headcount number finance and the business can share. Department totals plus a file-first Workforce Intelligence pack. Not a payroll run and not a survey feed. Does not hire, terminate, change pay, or run payroll.

Revenue

Booked and billed from the billing source. ARR is acknowledged, not invented from the P&L. Does not invent ARR from the P&L. Does not issue invoices.

Spend

See committed spend before it hits the P&L. Observe actuals and AP rows. Drafts are not payments. Does not pay vendors or run AP.

Accounting

Close the period on the file you already use — trial balance, tasks, and drafts — while the ledger stays where it is. Observed book. Butler is not the general ledger. Does not post journals.

Tax

Calendar and workpapers on the trial balance that just locked. Calendar and evidence only. Not a filing. Does not file or remit tax.

Strategic

Scenarios that start from locked actuals, not a second set of books. Draft cases. Not a street filing. Does not close a transaction.

IR & lenders

Investor and lender packs from the same close, with the definition they asked for. Same pipeline as Reporting. Different template. Does not send to investors or lenders by itself.

Controls

Evidence captured as the work happens. People who draft stay separate from people who confirm. Confirmation stays separate from creation. Does not auto-approve.