Category: Finance & Operations
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Audit Readiness: Prove Controls Fast with AI Search
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Control evidence in minutes — not months. Find policies, logs, approvals, and screenshots in one search. Start Free Trial Evidence Without the Chase Policies & SOPs: Latest versions and acknowledgments. Logs & Screenshots: Controls mapped to tests. Approvals: Gmail proof of review and sign-off. Impress Auditors Export a clean link list per control and breeze…
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Locate Freight, Logistics & Ops Docs Across Shared Drives
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
BOLs, manifests, SOPs, schedules — all findable in one search. Keep ops moving. Start Free Trial Search by Lane, Carrier, or Date Docs: BOLs, packing lists, customs, invoices, SOPs. Filters: Region, warehouse, SKU, carrier. Hand-offs: Share links that stay current. Operational Speed Resolve exceptions faster. Give teams the exact document they need at the moment…
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Search Budget Variance Analyses Across Sheets
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Surface BvA workbooks and commentary instantly — by owner, cost center, or time period. Start Free Trial Find the Truth Behind the Numbers BvA Sheets: By business unit, region, or project. Comments & Notes: Owner rationale and actions. Snapshots: Open the latest approved workbook. Meetings That Move Open exactly what leadership needs, while they’re asking…
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Procurement Playbook: AI Search for RFPs, MSAs, and SLAs
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Surface RFPs, MSAs, and SLAs instantly. Speed buying cycles and control risk. Start Free Trial From Sourcing to Signature RFPs: Drafts, responses, and scorecards. MSAs: Redlines, final copy, renewal terms. SLAs: Uptime, penalties, and coverage details. Lower Risk, Lower Cost Find precedents and renewals fast. Standardize clauses and push better terms. Security You Can Trust…
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Find Tax Filings and Support Docs Instantly in Drive
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
VAT, GST, corporate filings — plus every schedule & support doc — in one search. Start Free Trial Tax Season, Without the Panic Filings: PDFs by jurisdiction and period. Workpapers: Schedules, ties, and notes in Sheets. Evidence: Emails confirming submissions & payments. Review & Submit Faster Search by entity, form, or date range and ship…
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Month-End Close Checklist: Make It Searchable with AI
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Turn your close into a search — instantly surface every file, note, and approval by owner and step. Start Free Trial Close with Clicks, Not Tabs Checklists: Steps by entity, owner, and due date. Evidence: Recons, approvals, PDFs, screenshots. Roll-ups: Create a proof pack for auditors. Predictable, Repeatable, On-Time Reuse the same queries every month.…
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CFO Dashboards: Find Every KPI Spreadsheet in Seconds
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Revenue, CAC, churn, runway — pull the right spreadsheet, fast. No more “where’s the latest file?” Start Free Trial Find KPIs by Metric, Owner, or Period Sheets & Exports: Revenue by cohort, CAC/LTV, burn/runway. Owner Filters: FP&A, RevOps, Data team, region leads. Version Safety: Open the latest approved file only. Board-Ready in Minutes Assemble links…
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Vendor Management: Find Contracts, POs, and Invoices in One Search
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Procurement without the paper chase — contracts, POs, invoices, approvals, all surfaced instantly. Start Free Trial Everything for a Vendor, In One Place Contracts & Terms: MSA, SOW, renewals, SLAs. POs & Invoices: PDFs, Sheets, email approvals. Security Docs: SOC 2, ISO, pen tests, insurance. Control Renewals & Spend Search by vendor, category, spend threshold,…
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Search Bank Statements and Recons in Google Drive
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Statements and reconciliations — one search. Close on time, every time. Start Free Trial Find the Right File, Instantly Search by bank, entity, or month (e.g., “HSBC UK statement Aug 2025” or “BvA recon APAC Q3”). Open the exact file — not 12 versions. Close Faster Statements: Monthly PDFs by entity & account. Reconciliations: Sheets,…
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Expense Reports at Audit Time: Find Receipts in Gmail Instantly
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Stop hunting for receipts. Search all receipts across Gmail & Drive in seconds — be audit-ready by lunch. Start Free Trial Receipts in Seconds, Not Days Search “receipt last 12 months from airline/vendor” or “PDF receipt with amount > 200” and open the file instantly. No labels. No new rules. Just results. What You’ll Find…