For CPA firms
January to April is mostly chasing paperwork.
Client documents arrive late, incomplete, and in six formats. Chasing them is the job nobody wants.
- Runs client intake and collects documents
- Sorts and files what arrives, chases what has not
- Flags missing items against a checklist per client
- Keeps deadline reminders moving
- Drafts client updates for you to send
Jordan
Client coordinator · AI assistant
What happened next
- Classified 6 documents
- Matched against 2025 checklist
- Identified 2 missing items
- Scheduled reminder · Friday
- Updated client file
What this agent will not do
Getting started
Live the same day.
- 01
Choose your AI employee
Pick the job you want done — answering the phone, chasing leads, running the follow-up. Buy it online, no call required.
- 02
Connect your business
One click each for your calendar, your number and your email. You never see an API key or an environment variable.
- 03
Teach it your business
Describe what you do in a sentence and it drafts the whole setup — services, hours, service area, the questions you ask. You correct what it got wrong.
- 04
Test it
Run it against a routine booking, an awkward question and an angry customer. You see every decision it made before anyone else does.
- 05
Turn it on
It answers the next real enquiry. You watch it happen from the dashboard, and step in whenever you want to.
See it working before you decide.
The live demo needs no card and no account. It runs a real agent over a fictional business.
The demo needs no card and no account. Setup takes minutes, not weeks.