An AI administrator for your accounting firm.
Your AI administrator handles the digital half of the admin job: inbox, follow-ups, booking, reminders, reports. We build it, you approve every message it sends, first workflow live in 7 days, then one more every month.
What eats the week in accounting firms
- Client questions piling up in busy season
- Missing-document reminders sent one by one
- Meeting confirmations and reschedules done by hand
What we'd install first
Inbox replies
An AI administrator that reads each new message, drafts the reply in your voice using your own past answers, and queues it for your approval. One tap sends it. Nothing goes out without you.
Follow-ups
A follow-up ladder for every open quote, estimate or inquiry: a polite nudge on your schedule, drafted for your approval, and the whole ladder stops the instant they reply.
Booking reminders
Confirmation and reminder messages that go out on your schedule from your booking tool or calendar, in your words, with you approving the templates once and every exception as it comes.
The Monday report
A short Monday note: open quotes, unanswered threads, this week's bookings, and the decisions only you can make. Written from your actual inbox and calendar, nothing to fill in.
Where the line is
Book the free workflow-mapping call, bring the task that eats your week, and we tell you which of these we'd build first. Live in 7 days, you approve every message.
Book your free workflow-mapping call.
30 minutes. Bring the one task that eats your week. You leave knowing exactly what we'd build first and whether it fits.
Nothing gets installed on the call. That starts in your first 7 days.