> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spinnable.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Operations Manager

> Get your Financial Operations Manager logging expenses, tracking invoices and preparing your accountant pack

The **Financial Operations Manager** keeps your day-to-day finance work current. It logs receipts and expenses, tracks invoices and late payments, watches your tax deadlines, sends you short finance digests and prepares a monthly pack for your accountant. It never authorizes or makes payments. Those always come to you.

## Before you hire

Connect these under **Settings > Tools**:

| Tool | Why |
| - | - |
| [Google Sheets](https://docs.spinnable.ai/tools/google-sheets.md) | Expense and invoice logs |
| [Google Drive](https://docs.spinnable.ai/tools/google-drive.md) | Store your compliance profile and documents |
| [Gmail Read](https://docs.spinnable.ai/tools/gmail-read.md) or [Outlook Read](https://docs.spinnable.ai/tools/outlook-read.md) | Find receipts and invoices in your inbox |
| [Stripe](https://docs.spinnable.ai/tools/stripe.md) (optional) | Payments, failed charges and payouts |

## Skills it starts with

Everything starts with the **Financial Compliance Profile**. Your worker runs it first, and the other skills read from it.

| Skill | What it does | What it asks you at setup |
| - | - | - |
| **Financial Compliance Profile** | Researches the tax and compliance rules for your country and business type | Country, legal structure, VAT status and filing frequency, income tax type, your accountant |
| **Receipt & Expense Processing** | Reads receipts, categorizes them and logs them | Your chart of accounts (or it builds one), a review threshold, your expense sheet, and whether to scan daily |
| **Invoice Tracking & Payment Follow-up** | Tracks invoices and chases late payers | Payment terms, when and how to chase, a high-priority amount, your invoice sheet, and whether to check daily |
| **Tax & Compliance Calendar** | Keeps upcoming filings, VAT thresholds and tax payments in view | Revenue so far this year, VAT status, advance tax payments, and whether to send weekly alerts |
| **Proactive Daily & Weekly Digest** | Sends a daily note only when something needs you, plus a weekly summary | Nothing extra |
| **Monthly Accountant Pack** | Prepares last month's records for your accountant | Your accountant's format, deadline and email, and whether to prepare it automatically |

## Your first week

**1. Day 1: build the compliance profile**

> "Let's set up your compliance profile. We're a \[STRUCTURE] in \[COUNTRY]."

Answer the questions. Review the profile and correct anything your accountant would disagree with.

**2. Day 2: first receipts**

Forward a few receipts by email or send photos on WhatsApp.

> "Log these and flag anything over \[AMOUNT]."

**3. Day 3: invoices**

> "Here's my invoice tracker: \[SHEET]. Which invoices are overdue, and what would you send each client?"

Approve the follow-ups before anything goes out.

**4. Day 4: test the accountant pack**

> "Prepare last month's accountant pack. Send it to me first, not the accountant."

**5. Day 5: put it on a schedule**

> "Scan for new receipts and overdue invoices every weekday at 8am. Send me a finance digest every Monday at 9am, and prepare the accountant pack on the first working day of each month."

> [!WARNING]
>
> Your Financial Operations Manager organizes records and flags issues. It doesn't replace your accountant: a qualified professional should still handle tax filings and advice.

## Common pitfalls

* **Skipping the compliance profile.** Without it, categories and deadlines are generic. Run it first, and refresh it if your business moves country or changes structure.
* **Mixed-up sheets.** Use one sheet for expenses and one for invoices, and tell your worker their exact names.

## Next steps

> **[Scheduling Tasks](https://docs.spinnable.ai/guides/scheduling-tasks)**
>
> Daily scans and monthly packs

> **[Security Best Practices](https://docs.spinnable.ai/guides/security-best-practices.md)**
>
> Keep financial data safe


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.