Chase missing receipts
“Every Monday, find card charges without a receipt and ask the cardholder for one.”
A lost receipt comes to you with the charge details, so you can decide on the spot.
Malleable for accounting
Close the month. Keep your evenings.
Malleable collects the reports, chases what's late and drafts the entries. Nothing posts until you say so.
Start freeFree to start. No credit card.
Sam
MalleableMon 9:00 AMHi Sam, October payroll is the last report I need for close. Can you drop it here today?
SamMon 1:15 PMHere you go
October payroll.xlsx- MalleableMon 1:16 PM
Thanks. Revenue and AP are in line with September. Payroll is 31% higher, so that entry waits for your review before anything posts.
Flagged for you. Nothing posted.
Used by teams at
The five stages of month end.
Day 1
This month will be different. I made a checklist.
Day 2
Sent Sam a friendly reminder about payroll. 🙂
Day 3
Sent Sam a less friendly reminder. Lunch at my desk.
Day 4
The bank rec is off by $0.37. Cancelled dinner to find it.
Day 5
Found it. Home at 9:40. The kids are asleep. It reconciles.
Next close starts in 26 days.
The payroll report is late. The payroll report is always late.
Your week now
- Mon 9:12 am · You to SamHi! Any update on October payroll?Seen. No reply.
- Wed 2:40 pm · You to DrewBumping this, close is Friday 🙏Seen. No reply.
- Fri 6:45 pm · You to MorganCan you send the AP aging when you get a sec?Seen. No reply.
The same week with Malleable
Malleable- MalleableTue 9:00 AM
Revenue, payroll and AP are in and checked against September. One thing needs you: payroll is 31% higher than last month. Post it, or hold it?
Hold itPost it
Close the month
1You type one sentence
“At month end, get revenue, payroll and AP from their owners, compare each to last month, and draft the entries. Hold anything that moved more than 25% for me.”
That's the whole setup.
2Malleable draws the plan
Month-end closePlan: Ask three teams for their reports; Remind whoever hasn't sent it; Compare each report to last month; Ask you about big changes; Draft the journal entries; Post them once you approve.
Last business day
Timer
Ask three teams for their reports
Revenue
Payroll
AP accruals
Remind whoever hasn't sent it
Nudge on day 2
Compare each report to last month
Close workbook
Variance check
Waiting for you
Moved more than 25%
← Compare each report to last month
Ask you about big changes
Needs input
You · Accounting
Within 25%
← Compare each report to last month
Draft the journal entries
Entry drafts
Post them once you approve
Needs input
You · Accounting
General ledger
↓ This step asks a person
Each box is one step
Want it different? Just say so.
3It follows that plan every time
- Day 1, 9:00DoneAsk three teams for their reports
Asked revenue, payroll and AP for their reports.
- Day 2, 9:00DoneRemind whoever hasn't sent it
Reminded Sam about payroll. It came in at 11:20.
- Day 2, 11:24DoneCompare each report to last month
Compared all three to last month. Revenue and AP are within 5%.
- Day 2, 11:25Waiting on youAsk you about big changes
Payroll is up 31% on last month. Asked you before drafting any entries.
What else you can hand off
Approve invoices
“When an invoice arrives, match it to the PO, check it hasn't been paid, and ask Morgan if anything looks unusual.”
Invoices under $5k that match the PO go on the next payment run. Anything else waits for Morgan.
What changed for them
"We save 30 hours a month, which by itself is dramatic for a small team. What's more important is that we now have the space to use our actual experience and give leadership guidance on what needs to happen. This lets us finally spend our time on the strategy we were actually hired to do."
"My favorite part of using Malleable is how easy it is to iterate on. I am not an engineer, and have previously been intimidated by complex LLMs. While Malleable uses them under the surface, the interface is simple and self-improving. It proactively drafted a change, explained it, and asked if I wanted to roll it out."
"Saved me so much time it's hard to believe. The workflow before Malleable feels like the stone age now."
"Streamlining our workflows used to mean building Rube Goldberg machines across automation tools, and any small change in a spreadsheet would break the whole thing. With Malleable, when something changes upstream, the workflow adapts."
Frequently asked questions
- What happens when it gets something wrong?
- Every run keeps a record of each step, so you can see what it did and why. If you notice something to improve, tell Malleable and it will update the process for next time.
- Which tools does it work with?
- Malleable works with thousands of tools, such as NetSuite, QuickBooks, Xero, BILL and Ramp. The integrations page lists the most common.
- How do you keep our data safe?
- Malleable is SOC 2 Type II audited. Your data is encrypted in transit and at rest, and it is never used to train AI models. Malleable can only reach the tools you connect, and every run keeps a record of what it read and did. Our security page covers who can see what.
- What does it cost?
- Nothing to start: new accounts get free usage to try it, and you don't need a credit card. When you need more, the pricing page compares the Standard and Enterprise plans, or talk to us.
The books close on day 2. You're home for dinner.
Pick one job. See its plan in minutes. Change any step by saying so.