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Accounting and bookkeeping
Invoices and reminders on autopilot for accounting and bookkeeping
Sends engagement letters, organizers, reminders and invoices.
- 09:30Reminders sent for tomorrow's 11 appointments, two customers rescheduled by text.
- 14:20Invoice 2291 sent from QuickBooks with a payment link.
- 18:00Three overdue invoices got their second reminder. One was paid within the hour.
What it does in accounting and bookkeeping
- Creates invoices from completed jobs
- Sends reminders and follow-ups by text and email
- Chases late payments on schedule
- Keeps CRM, calendar and books in sync
- Prepares the weekly numbers
Systems in your office it plugs into
- QuickBooks, Xero, Drake, Lacerte
- Client portals and secure upload
- Engagement letters and organizers
- Bank and card statements
- Deadline calendars
Plus quickbooks, xero, wave, freshbooks, hubspot, zoho, pipedrive, a spreadsheet.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Money moves only with your approval
Rule
Every action is logged
Rule
Reminders stop when a customer replies
Rule
Nothing runs on weekends unless you say so
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionDo I need new software?
No. It works inside QuickBooks, your calendar and your CRM.
Can it make a mistake with money?
It prepares, you approve. Nothing is sent without your yes unless you allow it for a specific case.
Is client data safe?
Documents stay in your portal and storage. The AI reads them there and writes into your systems, nothing is copied out.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune