LIEUTENANT

Finance:Our franchise partner solution is live across 500+ franchisee locations.

Your business runs on recurring work.Lieutenant gets it done.

Finance, operations, and custom workflows—handled in your existing systems.

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Your team keeps the decisions and approvals.

See finance and operations in action

Illustrative sample · no live writes

Outcome · B

Bill held for your review

  1. 1Incoming work
  2. 2Lieutenant’s steps
  3. 3Human review

Sample B: above the threshold. Not posted; waiting for a person to decide.

Supporting systems and work queue

Supporting systems

  • AP inboxComes in
  • Chart of accountsContext
  • Approval rulesContext
  • QuickBooksWrites to

The source, coding context, and rule used in this example.

Work queue
TaskStatus
Sample A · Harbor Produce Co.Within thresholdPosted
Sample B · Ridgeline EquipmentAbove thresholdNeeds your input
Illustrative workflow · not live product screens or customer results
Security & data handling

Explore workflows · Illustrative examples, not customer results.

Will it fit how we work?

Your workflows. Your systems. Your rules.

Operations or finance, we configure the trigger, steps and approvals around the process your team already runs.

Discuss your workflow How custom workflows work
  1. 01TriggerAn invoice lands, a period closes, a form is submitted.
  2. 02Gather contextPull the records, documents, and history the step needs.
  3. 03Execute stepsCode, match, prepare, draft, following your business rules.
  4. 04Human approvalYour person decidesThe person you name reviews, with the evidence attached.
  5. 05Update systemsApproved results are written back to your systems.

What can we use today?

Meet Lieutenant Finance.

Our dedicated finance offering. We also configure operations and custom workflows around your systems, rules, and approvals.

Lieutenant Finance

Available now

Get the books closed. Keep cash in view.

Carried out in your existing systems. Your team reviews exceptions and approves consequential actions.

Bookkeeping and close
Bills coded, bank lines matched, the period brought to review.
Invoicing and collections
Drafts prepared from completed work; follow-ups queued for your sign-off.
Cash forecasting and reporting
Reports assembled from your books so cash stays in view.
Explore Lieutenant Finance

Does it work with our systems?

Connected to the systems your business runs on.

Explore integrations

Finance

Finance catalog

Accounting, POS, delivery, and banking.

Our UCE

Scoped sources

Email, files, messages, and business knowledge.

Operations

Workflow-scoped

CRM, scheduling, service, and logistics.

Examples, not a full directory. Connections, access, and workflow steps are confirmed with you before deployment. Using a system not listed? We discuss it during scoping.

How does it know what is allowed?

Powered by our Unified Context Engine

Context is what makes the work right.

Our UCE brings your records, history, and rules into each workflow, so the next action reflects your business—not just the latest message.

Explore our Unified Context Engine

Business context, our UCE, and two distinct next steps

1Your business context

  • Customer requests

    The work being asked for

  • Contracts

    Covered services and agreed hours

  • Account history

    Past activity and agreed terms

2Checked by

Our UCE

Brings the evidence together and checks what is allowed.

  • Business context
  • Rules
  • Permissions

3The right next step

Request A · Weekday visit

Visit scheduled, CRM record updated

Within covered hours. Scheduling and CRM updates are authorized.

Request B · Saturday visit

Held for your team’s review

Outside the weekdays-only contract. No weekend terms agreed.

Not booked. No record written.

Two separate illustrative requests—not product footage, live writes, or customer results. Integration availability depends on your systems.

Getting started

Completed workflows. Not another tool to run.

You’re buying workflow completion, not just software access. We agree the scope, systems, and review points. Lieutenant carries out the recurring steps; your team keeps the decisions and approvals.

  1. Choose

    One recurring process

    A workflow that consumes staff time, creates a backlog, or delays information.

  2. Map

    Systems, rules, and review points

    The systems involved, the rules that apply, and where a person decides.

  3. Assess

    Representative output and a measure

    Review what the workflow would produce, and agree how to judge it.

Managed together.

Lieutenant and your team share responsibility for setup, exception handling, and ongoing updates. We agree who does what for each workflow.

  • Setup
  • Exception handling
  • Ongoing updates

Your team keeps the decisions and approvals.

Practical questions

Before we start

Is Lieutenant a fit for our business?
The best starting point is recurring work with identifiable inputs, clear business rules, and systems your team already uses. We scope integrations and responsibilities together before deployment. Your team keeps approvals and judgment calls; exceptions and changing requirements still need human review.
Do we need to replace our existing software?
We work with your existing systems. We confirm the required connections, permissions, and workflow scope before deployment.
Can we start with one workflow?
Yes. We define one recurring process, agree on the steps and approvals, and evaluate the result before expanding.
What stays under our control?
You set the decisions and approvals for the workflow. Items that need a person are routed for review.
How do you measure success?
We agree on the measure before launch, such as the time a workflow takes, the backlog it clears, or the hours it returns to your team. The measure depends on the work in scope: invoice preparation is different from collection, and time released is different from payroll savings.
Does Lieutenant only do finance?
No. Lieutenant supports finance, operations, and custom workflows. Lieutenant Finance is our dedicated finance offering; operations workflows are scoped around your process, systems, and approvals.
What can Lieutenant see in our systems?
The source systems, required permissions, and actions are defined for your workflow before deployment. Read our Security & Data Handling overview, and ask us to confirm the details for your deployment.

Start with one recurring workflow.

Walk us through it. We’ll tell you plainly whether Lieutenant is a fit.

Book a walkthrough