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Month-end meeting in. Every task owned.
Upload the month-end meeting. AI lists which documents each client still owes you, your team takes the tasks, and in peak season your usual freelance bookkeepers can quote.
For accounting and bookkeeping firms, 5 to 40 people
Which documents are missing
A list per client from the meeting. AI drafts the reminder for each client; you approve before it goes.
Month-end, assigned
Each task gets a named person and a date; you see what is stuck without another meeting.
Peak season, if you need it
Your usual freelance bookkeepers quote first; every quote waits for your approval.
Goals to start with
- Month-end meeting: March close
- Client onboarding call
- Peak-season planning
Other ways in
Any task
Hand it off to your assistant, your team or a pro.
Agencies and consultancies
Upload the client call. AI drafts the recap and the next steps, your team takes them, and a freelancer quotes only when you need one. You approve every quote; nothing is paid through massrelay.
Trades and field services
Upload the notes or a voice memo from the visit. AI drafts the quote and the job list, your crew takes each job, and suppliers get a request to quote. You approve what costs money.
Get paid sooner
Your assistant chases overdue invoices and gets quotes for purchases. Nothing is paid or promised until you approve it.
Control and compliance
AI that does the admin, under rules your auditor can read: named approvers, a record of every step, and the AI models you allow.
For freelancers
Clients find you; your current clients see nothing.
Talk to us.
Your company, its size and the first job you would hand to an assistant. We answer by email, nothing else.
Tell us your company, its size and the first job you would hand over. A person answers.