For accountants, agencies, and consultants: proposals, onboarding, status updates, follow-ups, and the bookkeeping eat the hours you could bill. We automate the repeatable parts of client work, and the back office behind it.
When you're billing client work, your own books slide to the weekend. We automate the manual bookkeeping: receipts and bills captured, expenses categorized, bank transactions reconciled, and everything synced into QuickBooks or Xero, so month-end close is a quick review instead of a marathon.
Generate tailored proposals and engagement letters from a short brief, ready to send in minutes.
New clients get a smooth automated onboarding: intake, document requests, and welcome steps.
Recurring project and account updates go out on schedule, so clients stay informed for free.
AI drafts replies and surfaces what needs you, so client email stops running your day.
Automate invoicing, renewal reminders, and collections so revenue stops leaking.
Link Microsoft 365 or Google Workspace, your CRM, and billing so data flows on its own.
In 30 minutes, we map how your business runs and show you exactly where AI and automation can give you hours back. No cost, no jargon, no obligation. You leave with a plan whether or not you hire us.
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Tell us a bit about your business and we'll reply the same day to set up your free audit.