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

# Finance

> How finance teams use Hops to surface data, draft reports, and keep financial context moving.

Finance teams need precision, auditability, and speed. Set up a finance agent in Hops to work from your financial data, not a blank slate.

## What finance teams use Hops for

* **Financial summaries**: your agent pulls data from your accounting tool and drafts spend summaries, budget reports, and variance analyses
* **Data questions**: ask your agent a question about your financials and it finds the answer and shows where it came from
* **Report drafting**: monthly close updates, board prep, investor reporting. Draft from data, review and finalize
* **Budget tracking**: monitor spend against plan across cost centers, flagging anomalies
* **Invoice and approval context**: surface the history behind a payment, contract, or vendor before approval

## Your finance agent in action

Tag your finance agent in your Finance Space and ask directly.

```
@Finance summarize Q2 spend against plan by department
@Finance what's our current burn rate?
@Finance find all invoices over $10k from Q1 and list the vendors
```

Your agent cites every number and where it came from. If the data isn't in a connected tool, it'll say so.

## Recommended setup

**Tools to connect:** QuickBooks, Xero, or NetSuite (transactions, reports), Google Sheets or Excel (financial models), Google Drive or Notion (budget docs, finance memos), Slack (internal finance discussion).

**Spaces:** A Finance Space for the team, plus dedicated Spaces for board reporting and budget review cycles.

## Example workflows

**Monthly close summary**

> At month end, ask your finance agent to pull key metrics from your accounting tool and draft the close summary. It produces a first version with actuals, variance from plan, and notable items. Review, annotate, and share.

**Board prep**

> Create a Board Prep Space. Pin the investor deck structure and financial model. Ask your agent to populate each financial section from the connected data. Review and finalize.

**Spend anomaly alert**

> Set up an automation: weekly, your finance agent checks spend against the plan and flags any category that's more than 10% over or under. Posts to the Finance Space for the team to review.

## Related

* [What is a Hop?](/agents/what-is-a-hop)
* [Featured integrations](/connections/featured-integrations)
* [Automations](/agents/automations)


## Related topics

- [Automations](/docs/agents/automations.md)
- [Welcome to Hops](/docs/index.md)
- [Founders & executives](/docs/teams/founders-executives.md)
- [FAQ](/docs/help/faq.md)
- [Custom agents](/docs/agents/custom-agents.md)