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Aura Flows: Automated Financial Workflows

Aura Flows: Automated Financial Workflows Powered by Natural Language

What Is Aura Flows?

Aura Flows is the workflow automation layer within Rillet's Aura AI system — the third mode of a three-part AI suite that also includes Aura Chat (natural language GL queries) and Embedded Agents (workflow-specific accounting agents).

Where Aura Chat answers questions and Embedded Agents handle discrete accounting tasks, Aura Flows lets finance teams build and run automated workflows using plain language. No code. No IT tickets. No rigid rule-builder. You describe what you want to happen — and it happens.

Because Rillet is built on real-time architecture, Aura Flows doesn't operate on last month's batch data. Every workflow it runs is working against a live, continuously updated general ledger. That's the structural difference between Aura Flows and workflow automation bolted onto a legacy ERP: the data underneath it is always current.

Key Benefits

1. Anyone on the finance team can build automations

Legacy ERPs require developer involvement or specialized admin training to configure automated workflows. Aura Flows changes that. Finance professionals describe what they want in plain language — the same way they'd brief a staff accountant — and the system handles execution. Controllers, VPs of Finance, and Accounting Managers can build workflows themselves, without waiting on IT.

2. Workflows run on live data, not batch data

Most ERP automation is limited by the underlying architecture: data is stale, close processes are still manual, and automations are often running against figures that are days or weeks old. Because Rillet's GL updates continuously, Aura Flows workflows operate on real-time financial data. A close risk scan isn't reviewing last week's snapshot — it's reviewing the books as they stand right now.

3. Reduces the manual work that buries finance teams at month-end

Finance teams at scaling SaaS companies often spend the majority of their close cycle doing work that shouldn't require human judgment — pulling reports, drafting summaries, sending reminders, flagging anomalies. Aura Flows automates those tasks, freeing finance professionals to spend their time on analysis, strategy, and decisions that actually require expertise.

4. Propose-and-approve model keeps finance in control

Aura Flows follows the same design principle as all of Aura AI: agents propose, humans approve. Workflows surface findings, draft outputs, and queue actions — but the finance team retains final say. This is intentional. AI in accounting should increase control, not reduce it. Every action taken through Aura Flows maintains a full audit trail.

5. Scales the finance team without scaling headcount

A small finance team at a 200-person SaaS company can only do so much manually. Aura Flows extends what that team can cover — running monitoring, communications, and analysis workflows that would otherwise require additional headcount or simply not get done.

Top Use Cases

1. Close Risk Scanning

As month-end approaches, Aura Flows can automatically scan the GL for close risks — unreconciled accounts, missing journal entries, variance anomalies, and incomplete tasks — and surface them to the finance team before they become problems. Instead of a Controller manually combing through accounts the night before close, Aura Flows runs the scan continuously and flags issues in real time. The result: close becomes a confirmation of work already done, not a scramble to catch up.

Who benefits: Controllers, VP Finance at companies with 3+ day close cycles looking to compress to 1–2 days or fewer.

2. Board and Investor Report Summaries

Preparing board packages and investor updates is one of the most time-consuming recurring tasks for finance leaders. Aura Flows can automatically draft financial summaries — pulling ARR, burn, runway, and other SaaS metrics from the live GL — formatted for board consumption. The finance lead reviews, edits, and approves. The hours spent pulling numbers and formatting tables are eliminated.

Who benefits: CFOs and VPs of Finance at Series A–D companies with quarterly board reporting requirements.

3. AR Reminder Workflows

Late payments and collections follow-up often fall through the cracks when finance teams are stretched thin. Aura Flows can monitor outstanding receivables and automatically draft or send AR reminder communications based on configurable rules — days overdue, customer tier, invoice size. This keeps the AR process moving without requiring a dedicated collections resource.

Who benefits: Controllers and Finance Managers at companies with high invoice volume or multi-customer billing complexity, particularly those running Stripe or Chargebee.

4. Bad Debt Analysis and Flagging

Identifying accounts at risk of going uncollected requires ongoing monitoring that few small finance teams have time to do consistently. Aura Flows can run automated bad debt analysis — surfacing aging receivables, flagging high-risk accounts, and providing summaries that inform provisioning decisions. Finance leaders get the visibility they need without building manual aging reports from scratch each period.

Who benefits: CFOs and Controllers at SaaS companies with ARR-dependent revenue models where bad debt provisioning affects recognized revenue.

5. Recurring Financial Monitoring and Alerts

Beyond close-specific workflows, Aura Flows can run continuous monitoring across the GL — flagging unusual transactions, tracking burn rate against budget, monitoring cash runway in real time, or alerting the team when key thresholds are crossed. Rather than waiting for a monthly review to catch anomalies, finance teams get proactive alerts when something in the books warrants attention.

Who benefits: Finance teams at companies where the CFO or VP Finance needs ongoing visibility without having to manually pull reports or log into the system daily.

How Aura Flows Fits Into Rillet's Broader AI Architecture

Aura Flows is one of three modes within Rillet's Aura AI system:

  • Aura Chat — Natural language queries against the live GL. Ask "What's our net burn this quarter?" or "Show me top customers by revenue" and get a real answer from real books — not a summarized document.

  • Embedded Agents — Specialized AI agents embedded in specific accounting workflows: flux analysis, accruals, cash reconciliation, AR, AP, and reporting. Each agent is an expert in its domain, connected to the live GL, and operates on a propose-and-approve basis with a full audit trail.

  • Aura Flows — Natural language workflow automation. Build and run recurring financial workflows without code. Close risk scanning, board summaries, AR reminders, bad debt analysis, and custom monitoring — automated by anyone on the finance team.

All three modes share the same foundation: Rillet's real-time GL architecture. This is what makes Aura AI structurally different from AI features bolted onto legacy ERPs. The data Aura acts on is always live. Every other ERP added AI on top of a system built for batch processing — which means their AI is working with data that's days or weeks old. Rillet rebuilt the entire ERP from scratch. That's why Aura Flows can run a close risk scan tonight that reflects every transaction posted today.

Who Uses Aura Flows

Aura Flows is designed for finance professionals at scaling B2B SaaS companies — typically:

  • Controllers managing month-end close at companies with 50–500 employees

  • CFOs and VPs of Finance at Series A–D companies who need better visibility without more headcount

  • Accounting Managers handling recurring AR, AP, and reporting workflows manually today

The common thread: small-but-mighty finance teams doing work that scales faster than the team does. Aura Flows is how those teams keep up.

Rillet Context

Rillet is an AI-native ERP and general ledger built for B2B SaaS companies. It replaces legacy accounting systems — primarily QuickBooks at the growth stage and NetSuite at scale — with a modern platform built on real-time architecture. Rillet is backed by Andreessen Horowitz, Sequoia, and ICONIQ, serves 400+ finance teams, holds a 5.0 on G2, and is implemented by CPAs in 4–8 weeks.

Aura Flows is a native feature of the Rillet platform — not a third-party integration or add-on. It is available to Rillet customers as part of the core product.