Missing receipts, invoices to send, payments to match: the admin that piles up until your accountant calls. It prepares invoices, collects receipts, matches payments and keeps everything ready. Your accountant stays your accountant.
In the morning brief, and a month-end summary.
Receipts and supplier invoices arrive by email. It files them in the right Drive folder, named the way your accountant likes.
It matches the payments you receive with the invoices you sent, and tells you what is still unpaid.
One clean folder per month, ready to share. No more shoebox at the end of the quarter.
Accounting software like QuickBooks is not connected yet. It prepares everything your accountant needs to enter it.
Every invoice and every reminder waits for your OK. Receipts are filed and listed for you to check.
After 20 clean approvals, routine invoices go out on their own and appear in your brief.
Month-end runs itself. A new client, a new amount or an unusual payment still comes back to you.
No. It does the collecting, sorting and matching that eat your time, so your accountant gets a clean file. Advice, filings and sign-off stay with your accountant.
Not yet. Today it works from your email, Google Drive and Stripe, and prepares folders and exports your accountant can use directly.
No. It prepares and reminds, it does not move money. Payments stay in your hands.
One session with the founder: job description, connections, and your first follow-ups go out the same day, once you approve them.
Free 20-minute call. Bring 5 overdue proposals or invoices: we'll draft their follow-ups together, live.