Updated
Why a finance job post can mean too much manual work
When a company hires another accounts payable specialist, it is often because invoices are piling up: more suppliers, more entities, more approvals, all keyed in by hand. The job description tends to say so plainly, listing the data entry, the matching and the chasing the role will take on.
That is the moment a finance leader weighs two options: another salary, or software that lets the current team handle the volume. A vendor who arrives while the position is open is part of that decision; one who arrives after the hire is selling to a team that just solved its problem another way.
Who to contact
Finance automation is bought by the people who own the process and the budget, not by the person being hired:
- CFO or Finance Director: weighs the hire against the software.
- Financial Controller or Head of Accounting: owns the process and the month-end close.
- Accounts Payable Manager or Finance Operations Manager: runs the team and feels the volume.
- Founder or COO in smaller companies, where finance reports to them directly.
What to say
Use the job post's own words. If it lists invoice matching, approvals and supplier queries, show which of those your product takes off the team, and frame the hire as a choice: hire to keep up, or automate so the team grows with the volume.
Respect the role: you are not arguing against hiring anyone, and the person you write to may still make the hire. Software that makes the new person productive sooner is an angle too.
How Coolie finds them
Name the finance roles your product helps
List up to five job titles, such as accounts payable specialist, billing clerk or accounts receivable analyst, and keywords such as invoice processing to keep only the posts that describe that work.
Coolie finds who is hiring for them
Any matching post from the last 30 days makes its company a candidate, and the lead names the role.
It keeps the companies that fit your ICP
Your ideal customer profile (industry, company size, location) filters the companies before anyone is contacted.
It finds the decision makers
At each company, Coolie looks for the people whose job titles match your ICP, and gives each lead a score.
It researches the leads you pick
For the leads you choose, Coolie writes a research brief (the company's news, the person, the reason to write now) and a personalized email and LinkedIn sequence.
It writes and sends from your own accounts
Email and LinkedIn steps go out from your own mailbox and LinkedIn account, spread over your working hours. You approve each message, or let the agent run on autopilot.
Signals to pair it with
Growing companies feel invoice volume first: Funding finds those that just raised. A new finance leader often reviews processes in their first months, and Recent Job Change finds them. See all signals.
Example (fictional)
You sell accounts payable automation to mid-sized companies and name two titles, accounts payable specialist and accounts payable clerk, with invoice processing as a keyword.
Coolie finds Brackenholt Foods, 500 employees in the UK, which posted an accounts payable specialist role two weeks ago.
It finds Brackenholt's Financial Controller and its CFO; once you select them, the drafted email quotes the post's list of manual tasks and offers to show which ones the team could stop typing.
Every company and person in this example is invented.
Frequently asked questions
Isn't a company that is hiring already set on doing the work by hand?
Not necessarily. Many finance teams hire because they have not had time to look at automation, and a well-timed message gives them the comparison. Some will still hire; the open role is what makes the question timely.
Which job titles should I search for?
The ones whose daily work your product removes: accounts payable and receivable roles, billing, expense or payroll clerks, depending on what you automate. A keyword such as a process or a system name keeps the posts that describe that work.
Who will Coolie contact?
Not the candidate: the finance leaders whose titles you put in your ICP, such as the CFO, the controller or the accounts payable manager.