How the three personas work together

The platform is shaped by three operator personas. Understanding the handoff between them is the fastest way to understand the product.

Audience: all personas

What this article will cover

• IT, the enabler: connects integrations, governs the platform, and hands off to finance
• Builders (Finance Transformation Architects), the heroes: encode expertise into projects, runbooks, and Data Collections
• Analysts, the users: triage work, review AI output, and feed corrections back in
• Risk and compliance: the gatekeeper whose evidence requirements unlock production use
• The CFO sets the mandate. The functional finance leader owns the outcome.