Focus on your customers while AI does the routine.
We apply intelligence algorithms to target the right companies and the right customers, at the right moment — not all of them, the right ones — and bring them straight onto your calendar.
We know where to find the businesses that need your accounting right now.
We apply intelligence algorithms to target the right companies and the right customers, at the right moment — not all of them, the right ones — and bring them onto your calendar.
You’re 60–70% likely to sell to a past customer — versus 5–20% to a stranger. That gold is sitting in your list.
We automate warm, personalized reminders — regular emails and messages of the great experience they have, or could have, with you. Fully automated, no input from your side.
Wait 30 minutes instead of 5 to answer a lead and you’re 21× less likely to win them. Most go next door.
Our system answers every inbound in seconds, 24/7, warm and personalized — English and Spanish. (MIT/InsideSales)
Answering phones and emails takes up to 60% of your productive time.
Our intelligent automation covers this — answering your phones and up to 80% of your customer questions. That time comes straight back to you.
Tired of manual, tedious onboarding and sorting out false and fake applications? Recover your high-paid, productive hours.
We automate the whole intake and filter out false and fake applications, and we take the rest of the routine off your plate — onboarding, chasing customers, communication, documents, simple questions — so you focus on strategy and vision.
Live assistant — sample firm. Ask it anything in English or Spanish.
Illustration — scripted walkthrough, not live output
| Date | Vendor | Amount | Receipt |
|---|---|---|---|
| 18 Apr | Miami Print & Media Co. | $355.00 | Missing |
| 01 May | Acme Office Supplies | $245.00 | Missing |
| 05 May | TechSoft Solutions LLC | $974.00 | Attached |
| 12 May | SunBiz Consulting Group | $880.00 | Missing |
Illustration — scripted walkthrough, not live output
In 20 minutes we’ll show you, live, exactly which businesses in your area are looking for an accountant right now.