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Get paid sooner. Never be surprised by spend.
Your assistant chases overdue invoices and gets quotes for purchases. Nothing is paid or promised until you approve it.
For finance leads
Cash in sooner
It finds overdue invoices, asks each client for a date, and you approve each payment plan.
No spend you did not approve
Every money step waits for a named person; invoices and contracts never go out on their own.
Budgets that hold
Limits by team and level; the assistant slows down before it stops, and asks the right approver for more.
Other ways in
Any task
Hand it off to your assistant, your team or outside help.
Accounting firms
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.
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.
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.