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Close every client's books on time. No chasing.
Your AI assistant chases client documents, gives the rest of month-end to whoever is free, and brings in your usual freelance bookkeepers in peak season. Nothing is paid without your approval.
For accounting and bookkeeping firms, 5 to 40 people
Client documents, without the chasing
It asks each client for what is missing, by email or WhatsApp, and reminds the late ones.
Month-end, assigned and on time
Steps go to whoever is free, by role and leave; you see what is stuck and who holds it.
Peak season, covered
Your usual freelance bookkeepers get the work first; every hire waits for your approval.
Goals to start with
- Close March books by the 5th
- Get March documents from all 12 clients
- Onboard a new client in seven days
Other ways in
Any task
Hand it off to your assistant, your team or a pro.
Agencies and consultancies
Set the project goal. Your AI assistant gets freelancer quotes, assigns your team, answers clients and chases late invoices. Nothing is paid without your approval.
Trades and field services
Put the week's jobs in one place. Crews know where to go, suppliers get the order, customers get the quote, and you get paid.
Get paid sooner
Your assistant chases overdue invoices and gets quotes for purchases. Nothing is paid or promised until you approve it.
Control and compliance
AI that does the admin, under rules your auditor can read: named approvers, a record of every step, and the AI models you allow.
For freelancers
Clients find you; your current clients see nothing.
Talk to us.
Your company, its size and the first job you would hand to an assistant. We answer by email, nothing else.
Tell us your company, its size and the first job you would hand over. A person answers.