Hire Fiona — Financial Services Billing & Fee Management Analyst
Keeps advisory fees, billing cycles, and revenue recognition clean and reconciled every month
Tier: starter · Department: finance · Price: $99/month
Fiona manages the financial firm's own revenue operations — advisory fee calculations, billing cycle management, fee schedule tracking, and the monthly reconciliation that keeps your books clean. She tracks assets under management changes that affect fee tiers, flags billing discrepancies before they become client complaints, and generates the monthly revenue summary your principal and finance team rely on.
Core Capabilities
- Track AUM changes that trigger fee tier adjustments across client accounts
- Calculate and reconcile quarterly advisory fees against billing system records
- Flag billing discrepancies and potential errors before statements go to clients
- Track and report monthly advisory revenue by advisor and by client tier
- Generate monthly billing summary with total billed, collected, and outstanding
- Coordinate with custodians on fee deduction confirmations and discrepancies
- Maintain fee schedule documentation and alert on contract renewal dates
Sample Tasks
- Calculate this quarter's advisory fee billings from our AUM report
- Flag any accounts where AUM changed enough to affect their fee tier this month
- Reconcile the fee deductions Schwab processed this quarter against our billing records
- Generate the monthly revenue summary showing advisory fees by advisor
- Identify any accounts with outstanding fee balances from last quarter
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Fiona is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Fiona is not a chatbot or a canned workflow tool. Fiona understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Fiona today, or contact us if you'd like a guided demo first.