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End-of-month meeting in. Every task has a name.
Upload the month-end meeting. AI lists which documents each client still owes you, your team takes the tasks, and in busy season your usual freelance bookkeepers can send a price.
For accounting and bookkeeping firms, 5 to 40 people
Which documents are missing
A list per client from the meeting. AI drafts the reminder for each client; you OK it before it goes.
Month-end, assigned
Each task gets a named person and a date; you see what is stuck without another meeting.
Busy season, if you need it
Your usual freelance bookkeepers quote first; every price waits for your yes.
Goals to start with
- End-of-month meeting: March close
- Client onboarding call
- Busy-season planning
Other ways in
Any task
Hand it off to your assistant, your team or outside help.
Agencies and consultancies
Upload the client call. AI drafts the recap and the to-dos, your team takes them, and a freelancer quotes only when you need one. You say yes to every price; nothing is paid through massrelay.
Trades and field services
Upload the notes or a voice memo from the visit. AI drafts the quote and the job list, your crew takes each job, and suppliers get asked for a price. You say yes before anything costs money.
Get paid sooner
Your assistant chases overdue invoices and gets quotes for purchases. Nothing is paid or promised until you approve it.
Rules and checks
AI that does the admin, under rules your auditor can read: named approvers, a record of every step, and the AI models you allow.
For freelancers
Send a price for the steps clients invite you to.
Talk to us.
Your company, its size and the first job you would hand to an assistant. A person answers by email.
Tell us your company, its size and the first job you would hand over. A person answers.