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Accounting and bookkeeping
Online booking for accounting and bookkeeping
Client meetings booked online per accountant, with document reminders before the meeting.
- 09:15Client booked balayage with Jo from the website, deposit paid, Saturday 10:00.
- 11:50Cancellation by link. Slot offered to three people on the waitlist, filled in 12 minutes.
- 20:05Reminders sent for tomorrow, one client moved to Thursday by reply.
What it does in accounting and bookkeeping
- Public booking page, as a link or embedded on your site
- Calendar per person with own hours and time off
- Text reminders with a confirm reply
- Move and cancel by link, waitlist refills cancelled slots
- Deposits through your Stripe, customer cards, reports, export
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 your website (two lines of code), google business profile, instagram, your stripe account for deposits.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Customers book only inside your hours and rules
Rule
Money moves only through your own Stripe
Rule
Reminders stop when a customer replies
Rule
Export everything any time
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionIs this a separate product?
Yes. Two minutes to set up, free for 30 days, free with any other integration.
Can the AI phone agent book into it?
Yes. Phone, chat and email all book into the same calendar.
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