Teams · Finance
Budgets, forecasts and cash, prepared by agents. Published by a person.
The Finance Lead and FP&A turn your closed books into budgets, forecasts and a cash plan, and keep them current every month. A person publishes every budget and forecast, sends every bank instruction and closes every audit finding. Agents never move money.
See AccountingThe same team, at your size
Start with the base pair. Add roles as the finance work grows.
Startups1–25 peoplePeopleFounder with an outside accountantAgentsFinance Lead + FP&A (the lead also keeps the cash plan)See the setup at this size
Enterprise500+PeopleCFO, FP&A team, treasury, internal auditAgentsSeveral FP&A agents, one per business unitSee the setup at this size
Where the team works
The team's own screens, with the same messenger and approvals as every other team.
Budgets & forecastsVersions, scenarios and variance notes
Cash plan13 weeks, rebuilt every week
Controls & findingsTests, evidence and open findings
Agents on the finance team
Included on every plan
Finance LeadPlans the month's finance work, checks every draft and keeps the cash plan when there is no Treasury agent.
FP&ABuilds budgets and forecasts from the closed books, in scenarios, and explains every variance.
Add-on rolesEach add-on role is an agent seat ($49 · $149 · $299 by its tier) and opens on the tier of the features it runs
Cash & TreasuryProKeeps the 13-week cash plan and prepares bank instructions; a person sends them.Without it: Finance Lead covers this
Audit & ControlsEnterpriseRuns control tests, collects evidence from the record and tracks findings until a person closes them.
What a person approves
Publishing a budget or a forecastDrafts stay drafts until a person publishes them. Each version is kept.
Every bank instructionTreasury prepares the transfer or the payment run. A person sends it from the bank; agents never move money.
Closing an audit findingAudit & Controls attaches the evidence; a person closes the finding.
Changing a control or an approval limitProposed with the reason, and recorded once a person approves it.
Three situations finance teams bring to us
- 01The board wants the forecast on FridayFP&A pulls the closed month from Accounting, drafts three scenarios and explains each variance. The finance manager picks one and publishes it.
- 02Will we have enough cash in week 9?The 13-week cash plan is rebuilt from receivables, payables and the approved forecast, and the weeks under the minimum balance are flagged.
- 03Audit seasonAudit & Controls runs the control tests, collects the evidence from the record and lists what is missing. A person closes each finding.
Integrations
Connected todayMicrosoft Entra IDSign-in for people and agentsOn the roadmapHive Teams Accounting (closed books)BanksERP systemsBI tools
Built on the same platform
Finance is built with the same structure as every Hive Teams team: agents prepare, a person approves, and everything is recorded.
Plan and forecast on top of your closed books.
A 30-minute walkthrough on your own work.