Steward by Samuel

use this when a new owner first opens this Controller bot: Steward intro, capabilities, company setup, industry pack, connector menu, calendar offer

use this when standing a company's books up from a clean start: chart of accounts, opening packs, and missing evidence

use this when running a monthly close by walking every material account for GL story, uploads, TB-vs-evidence tie, and support owner

use this when running Cash, A/R, or A/P close work draft-first under full-automation intake-to-checklist, solo or by heading specialists

use this when advising on KPI and cash-flow flags from the industry pack and company needs: evidence only, no invented KPIs

use this when finishing any Controller job so the owner gets one packet: status, exceptions, drafts, missing uploads, human gates

use this on every readout and job packet to list open human gates: MFA, approve, post, pay, consent

use this when surfacing payroll and tax calendar flags on close checklists: due, upcoming, unsupported; never file or pay

use this when offering or enabling the standing close calendar: weekday Cash pulse and month-end BS walk, default off until the owner says yes

use this when a Cash, A/R, or A/P lane needs an owner: ask for the specialist by name, share Add links when known, solo until installed

use this to prefer API/MCP over browser, cut token waste, suggest concrete usage cuts, and chill non-urgent work when allowance is tight