Office · Team portal and Ask Your CFO
The 10 pm WhatsApp, answered.
An employee self-service portal: your people ask Agent Noot, your CFO keeps judgement calls.
01 / Your team's view
One door to finance.
- On WhatsApp and the portal
- Answers from your books, with the source
- Judgement calls go to the CFO
Ask Your CFO · Ravi Teja, Sales
Agent Noot explains the company's records and what you send. Advice comes from the finance team.
Ravi Teja
Has my Coimbatore travel claim been approved?
22:04
Agent Noot
Yes. Akhil Kumar approved it on 22 September. It is paid with your September salary.
Source: Expense report EXP-0918
22:04
Ravi Teja
Can you send our GST registration certificate? A customer needs it.
22:06
Agent Noot
GST registration certificate.pdf
Here it is.
22:06
Ravi Teja
Can we give a new distributor 90 days' credit?
22:09
Agent Noot
That needs the CFO. I've passed it to Akhil Kumar.
22:09
Handed to Akhil Kumar, CFO
02 / Bills, claims and requests
Upload what's asked, item by item.
- Bills and claims, with an upload per item
- Requests and questionnaires to fill in
- Payslips and documents finance has shared
- Hotel bill, Coimbatore tripUploaded
- Vendor invoice, trade fair stallUpload
- Investment declaration6 questionsFill in
- Payslip, AugustShared by financeDownload
03 / The finance team's view
Every question, and who answered it.
- Answered by the agent
- Answered by a person
- Still open, with an owner
- Has my travel claim been approved?Ravi Teja, SalesAnswered · Agent Noot
- How much did we spend on fuel?Suresh Babu, PlantAnswered · Agent Eva
- Can we give 90 days' credit?Ravi Teja, SalesOpen · Akhil Kumar, CFO
- When is our next advance tax due?Prakul Pattam, DirectorAnswered · Agent Ira
- Can we claim credit on the van?Suresh Babu, PlantAnswered · Akhil Kumar, CFO
04 / You set the dial
You decide what it says on its own.
- 01Answer directly, or draft for review first.
- 02Start with drafts for review, and widen when you are ready.
- 03Notices, penalties and disputes always go to a person.
05 / Access
The right access for each person.
Viewer, Preparer or Approver, product by product.
| Person | Books | GST | TDS |
|---|---|---|---|
| Prakul Pattam, Director | Approver | Approver | Approver |
| Accounts executive | Preparer | Preparer | Viewer |
| Statutory auditor | Viewer | Viewer | Viewer |
Sign-in
- Email and password
- OTP on WhatsApp or SMS
- Continue with Google
Languages
- English
- हिन्दी
- తెలుగు
Named your way
- Ask your CFO
- Ask Finance
- Ask your finance head
- Ask your accountant
06 / Under your name
Your name on the door.
- Your logo and company name
- Your own portal domain
- Powered by Nootus.AI
- Conversation
- Requests
- Claims
- Documents
Good evening, Ravi. One bill is still needed for September.
