Know exactly what’s outstanding.
It reads the threads and the books and tells you what’s missing and who to nudge.
The chase, run for you.
Say it once; it runs every week, and nothing leaves without your sign-off.
A close tracker, by describing it.
Tell it what to show; it builds the live tracker on your home screen from your Sheets and QuickBooks.
Questions, answered plainly.
It handles the client chase and the calendar. Inside Gmail and Calendar it triages client email, chases outstanding documents, drafts client replies, and briefs you on deadlines — and it connects to QuickBooks. It takes the back-office load off so you can do the actual work. Start the same day.
No, and it won’t claim to. It is not accounting software and it does not prepare returns or replace QuickBooks. It handles the client communication, the document chasing, and the deadlines around your accounting work.
Yes — that’s a core automation. It can run a weekly chase of every client with outstanding documents and draft the reminders for your approval, and surface who’s still missing what at month-end.
No. Every drafted email and action waits for your one-tap approval.
Plans start at $99/mo with a free trial — no card to start, cancel anytime.