Finance tasks to delegate
Double assistants are equipped to support many of the common finance tasks that take up valuable time in your day.
Reporting
Gathering data from teams
Creating MBR templates
Sending reports to stakeholders
Follow up on MBR action items
Invoicing
Tracking monthly invoices due
Sending out invoices to customers
Standardizing invoice templates
Following up with overdue invoices
Payroll
Research payroll software solutions
Collect employee tax and payroll forms
Log employee timesheets
Run monthly payroll
Budgeting
Schedule monthly budget reviews
Gather budget input from teams
Submit expense records
Communicate budget updates to team
Scheduling
Handle all scheduling requests
Coordinate internal and external scheduling
Organize one-time and recurring events
Manage cancellations and rescheduling
Triage and categorize inbox
Draft and send message replies
Send reminders for important message replies
Unsubscribe and clean up unwanted messages
Meetings
Prepare pre-meeting context and agenda
Capture meeting minutes
Send follow up notes to attendees
Follow up on meeting action items
Priorities
Send morning briefings to prep for your day
Prepare weekly reports on where you spent time
Draft weekly or daily priority reviews
Set up recurring focus time
“Having someone who can jump on things when I’m running behind, sick, or absent, is priceless. My Double enables me to do more because there’s so much behind the scenes I don’t have to get involved with—she’s my superpower.”
Meghna Mann
COO at Mati