Get through busy season without hiring for it.
Most firm time does not go to advice. It goes to asking clients for the same documents three times, keying receipts and tracking who still owes what. We automate the collection and the re-keying so your team works on the numbers, not the chasing.
Clients get a clear checklist and automatic, polite reminders until every file is in, with a status board for your team.
Invoices, receipts and statements are read and turned into structured entries ready for review in your ledger.
Filing and payment dates per client trigger reminders to staff and clients at the right time.
Engagement letter, intake questions, access requests and welcome email run as one flow instead of ten emails.
A bookkeeper spends Monday morning emailing twelve clients for last month's statements.
Clients receive automatic reminders with an upload link. The bookkeeper sees who is done and only follows up on the two who are not.
No rip and replace. We build into what you already use.
For firms looking for new clients, we target business owners by trigger, such as new companies, growth hires or switching software, with outreach that leads with something useful.
Find the workflow to automate first. Optional 30-minute consultation after.
One workflow, built and tested in your tools, with 14 days of fixes.
About the Pilot →Several connected workflows or AI agents across your operation.
Software subscriptions and usage costs are separate.
Estimate the value of your team's time with the free savings calculator →Free, online, a few minutes. You get a full report.