ROST
JM

Finance

Demo read-onlyhumanactive

Finance: protect cash discipline, payment authority, and audit evidence while keeping freight exceptions moving.

Purpose

Finance: protect cash discipline, payment authority, and audit evidence while keeping freight exceptions moving.

Accountabilities

Control payment authority

Approve or reject bank-detail changes, disputed invoices, and payment releases.

Maintain audit evidence

Keep payment decisions tied to invoices, vendor records, and Charter clauses.

Steward AP Clerk

Review agent escalations, dry-run evidence, and boundaries before AP authority expands.

Report financial Signal

Keep payables risk, cash exposure, and exception aging visible before Sync.

Decision authority

Autonomous

Request additional evidence

Allowed for any payable exception before funds move.

Needs approval

Release vendor payment

Requires Finance approval and recorded evidence.

Conservative until answered.

Change AP Clerk authority

Requires signed Charter amendment.

Conservative until answered.

Must escalate

Payment risk exceeds Finance policy or customer impact is likely

Escalate to CEO / Integrator before release.

Conservative until answered.

Measurables

Payment exceptions older than 2 days

3

Target 2

weekly / human

Bank-change approvals with evidence

100%

Target 100

weekly / human