Meet your finance Loat
wherever you work

Sona keeps every budget, pays invoices inside them, and checks with you before any money moves. Ask her by email, in Slack, or by text, and the answer comes back in the same place.

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9:43

2Sona · Workloat

Today 9:43 AM

Vibe's October invoice came in at $4,800. Marketing has $6,200 left this month, so it fits.

Want me to pay it today?

OCT20

Vibe.co · $4,800.00Invoice VB-2041 · Marketing

Payment queued · waiting for you

Yes, please pay it. Thanks Sona.

Read 9:44 AM

Paid and matched to the invoice. Marketing has $1,400 left for October.

iMessage

Every approval comes with the evidence

Sona checks each charge against its order and its budget before she asks, so you approve with the facts in front of you, in Slack, by email, by text or in the app. Every step lands in the ledger.

Budgets

Oct 1 to Oct 31, 2026+ filterBy team ▾

6 teams · $65,170 spent this month

Marketing$23,800 spent79% of budget

Engineering$18,200 spent61% of budget

Procurement$9,840 spent91% of budget

Software and seats$6,120 spent68% of budget

Operations$4,450 spent52% of budget

Travel$2,760 spent46% of budget

Sona · budget running low

Procurement is at 91% with 22 days to go, so at this pace it runs out around October 14. Want me to hold new orders over $100 for your OK?

Every budget, tracked as you spend

Sona keeps the running total for every team and vendor, so you see where the money goes, and she tells you before a budget runs low, not after.

Learn more

Keep every dollar in view
across every tool you use

Ask Sona anywhere

Send Sona invoices, receipts and questions by email, in Slack, by text or in the app. Every request lands in one place, and every answer comes back where you asked, so your team never chases a number across tools.

Learn more

Vibe.co☆ ··· ✉

Hi, please find attached invoice VB-2041 for your October CTV campaign, $4,800.00, due October 20.

✉ 8:55 AM

Sona matched this invoice to the October order

Thanks for sending invoice VB-2041. It matches the October order, and it fits the marketing budget for this month.

Payment is queued for approval today, well before October 20.

Great, thanks for confirming.

✉ 9:12 AM

Reply ▾Reply to Vibe.co

DetailsSona✕

OwnerJenny

TeamMarketing

Contract Monthly · renews Nov 1›

Budget $1,400 left›

Recent charges⌄

Oct 20VB-2041 · $4,800.00
Sep 18VB-1987 · $4,200.00
Aug 19VB-1932 · $3,900.00

Notes›

Recent approvals⌄

Pay VB-2041Approved by Zeradam · 9:44 AM

Paid

Tags›

A live record for every vendor

Every vendor, card and team has a live record, with its charges, invoices, contracts and approvals, giving Sona and your finance team the full picture before any money moves.

Apps and integrations

Sona works in the tools your team already uses, from Gmail and Slack to Google Sheets and Drive, and reads the charges from the vendors your company pays, all quick to connect.

Learn more

Reach your Loats from everywhere you work

Sona and every Loat answer by email, by text and in Slack, and in the Workloat app on your computer and your phone, so every feature is one message away, wherever you are.

Approve a payment from your inbox, ask for a budget by text, or check on every Loat from your phone. Your team manages its Loats from one place, through the Workloat app.

1.Ask SonaFromEmail

Inbox9:43 AM

Sona · Re: Invoice VB-2041

Vibe.co's invoice is $4,800 and fits the marketing budget. Reply YES and I'll pay it today.

YESSent · Paid at 9:44 AM

Sona · Workloat

How much is left in marketing this month?

$6,200 of $30,000. Two invoices land Friday for $1,850.

Workloat

Summarize this week's spend by team and send it to Finance↑

9:41

Sonanow

Approval needed
Pay Vibe.co $4,800 for the October campaign?

ApproveHold

Your Loats3 working

SonaFinance · paid Vibe.co

Done

AlfredRecruiting · booking a screen

Waiting for you

ScoutSourcing · 12 candidates found

Working

Invoices over two thousand dollars need the budget owner. Hold any payment that would take a team past its monthly budget. Match every invoice to an order before it is paid. Vendors on the approved list may be paid on the due date. Renewals are flagged thirty days ahead. Card charges are matched to receipts within a day. Refunds are logged against the original charge. The month closes on the third working day. Invoices over two thousand dollars need the budget owner. Hold any payment that would take a team past its monthly budget. Match every invoice to an order before it is paid. Vendors on the approved list may be paid on the due date. Renewals are flagged thirty days ahead. Card charges are matched to receipts within a day. Refunds are logged against the original charge. The month closes on the third working day. Invoices over two thousand dollars need the budget owner. Hold any payment that would take a team past its monthly budget. Match every invoice to an order before it is paid. Vendors on the approved list may be paid on the due date. Renewals are flagged thirty days ahead. Card charges are matched to receipts within a day. Refunds are logged against the original charge. The month closes on the third working day.

Your finance Loat is trained to understand your finances deeply

Your finance Loat is trained on your budgets, approval limits, vendor policies and the way your team closes the month. That lets it reason about a problem and carry out long, multi-step workflows through Procedures.

It writes like your best finance lead, because it learns your tone, your vendors and anything else you want to teach it.

It works 24 hours a day, every day, and checks with you before any money moves.

Procedure: Invoice over its limit

Match the invoice to its order. Use Read invoice⋮ Find the order it bills for and confirm the amount and the due date.

Check the budget and route the approval

Run code check_spend_limit⋮Decide if the invoice is above the team's approval limit.

↦IF⋮

over_limit is True‹›

Hold the payment and tell the owner why. Use Select connector…

Use Send for approval⋮ to the budget owner, with the invoice, the order and what the budget has left.

↳ELSE

Pay the invoice and log it in the ledger.

‹Sona··· ×

To check it against the budget, I need the invoice. Could you forward it, or tell me the vendor?

It's Vibe.co, invoice VB-2041 for $4,800

Got it, thanks. I matched it to the October order. It's $4,800, above the $2,000 limit for marketing, so I've held the payment. Should I send it to Zeradam to approve?

Yes, send it to him

Done. Zeradam has it with the invoice, the order and the budget left, and it's logged in the ledger. I'll pay it as soon as he approves, well before October 20.

Sona · Just now

‹Sona··· ×

To check it against the budget, I need the invoice. Could you forward it, or tell me the vendor?

It's Vibe.co, invoice VB-2041 for $4,800

Got it, thanks. I matched it to the October order. It's $4,800, above the $2,000 limit for marketing, so I've held the payment. Should I send it to Zeradam to approve?

Yes, send it to him

Done. Zeradam has it with the invoice, the order and the budget left, and it's logged in the ledger. I'll pay it as soon as he approves, well before October 20.

Sona · Just now

Put your finance Loat to work today

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Meet your finance Loatwherever you work

Invoice VB-2041 for October Inbox

Every approval comes with the evidence

Every budget, tracked as you spend

Keep every dollar in viewacross every tool you use

Ask Sona anywhere

A live record for every vendor

Apps and integrations

Reach your Loats from everywhere you work

Your finance Loat is trained to understand your finances deeply

Put your finance Loat to work today

Meet your finance Loat
wherever you work

Keep every dollar in view
across every tool you use