Agentic

Use cases

AI for finance and admin work

Invoices read and filed, overdue payments chased, month-end summaries ready for your accountant.

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What it does

  • Reads and files invoices and receipts
  • Chases overdue payments politely
  • Prepares month-end summaries for your accountant to check

How it works

Connects to QuickBooks or Xero, your email and your document storage.

When it makes sense

Invoices pile up, and payment reminders depend on someone remembering.

A job, start to finish.

  1. WhenAn invoice reaches 30 days past due.
  2. Step 1The AI checks your accounting tool to confirm it's still unpaid.
  3. Step 2It sends a polite reminder with a payment link.
  4. Step 3If there's still no payment, it sends a firmer follow-up on the schedule you set.
  5. Step 4If the customer replies with a question, it passes the email to your team.
  6. ResultOverdue invoices get chased on time, and your team only handles the replies that need a person.

What it looks like in different businesses.

  • Accounting firmsChases clients for missing tax documents
  • ContractorsMatches receipts to jobs and flags missing ones
  • Any businessSends polite reminders on invoices past 30 days
  • Property managementSends rent reminders before the due date
  • Law firmsReads vendor bills and files them against the right matter
  • Online storesMatches supplier invoices to purchase orders and flags differences

What we set up for it.

  • Workflow automationThe follow-ups, reminders and copy-paste work that falls through the cracks.The tools you already pay for: CRM, calendar, email, accounting, forms.
  • Private AI in your officeAn AI server on your own hardware, for files that can't go to an outside AI company.Your own server, in your office or private cloud, maintained by us.
  • AI bookkeeping and accountsReceipts read, transactions sorted, invoices chased, and month-end ready for your accountant to check.QuickBooks, Xero, your bank feeds through your accounting tool, email and document storage.
  • Document processingForms, scans, invoices and PDFs turned into clean data in your systems.Email inboxes, scanners, Google Drive, Dropbox, your CRM, accounting or practice software.
  • Reports and dashboardsWeekly answers to how the business is doing, pulled from all your systems into one place.Your CRM, booking or field-service tool, accounting, phone system and spreadsheets.

What we report each month.

  • Invoices and receipts read and filed
  • Reminders sent, and which invoices were paid after them
  • Documents it couldn't read, and why
  • Items flagged for a person to check

Questions teams ask us.

Does it touch our money?

No. It reads, files, drafts and reminds. Payments and approvals stay with your team.

Will it replace our bookkeeper or accountant?

No. It handles the reading, sorting and chasing, and prepares summaries for your accountant to check.

What about sensitive financial records?

We give it only the access each job needs. For records that can't leave the office, it can run on a private server you own.

Other departments.