For accounting and bookkeeping firms
Stop chasing clients for documents
Most of a small firm's week goes to collecting paperwork, answering the same questions and keeping engagements moving. We automate the follow-up so your time goes to the work clients pay for.
What we would automate first
The work that eats your week
Client onboarding
New clients get the right intake form, engagement letter and checklist sent without you assembling it each time.
Document requests
Missing documents trigger polite, automatic reminders until they arrive, then land in the right folder.
Invoice and receipt capture
Invoices arriving by email are read, sorted and entered into your books for review.
Month-end reminders
Clients and staff get nudges for close tasks and deadlines on schedule.
Client questions
Routine questions get a drafted reply from your own past answers, ready for you to approve.
Status updates
Clients see where their engagement stands without anyone writing a status email.
Works with the tools you already use, like Gmail, Outlook, QuickBooks, Excel, Google Sheets and Stripe. We connect your stack, we don't replace it.
How it works
From first call to live in weeks
- 01
Free 30-minute call
We map where the time goes and rank what to automate first.
- 02
Fixed-price plan
You get a clear scope and one price before we build anything.
- 03
Live in 2-4 weeks
We build, test on your real data, and hand it over working.
Projects start from $2,500. See pricing
Not ready for a call?
Tell us what slows your team down and we will reply personally. No call needed.
Client financial records are confidential. We work inside your existing tools with the minimum access needed, and drafts go to you for approval.
Prefer to talk? Book a free call