Get paid faster, with tidy books.
7 ways to take work off your plate.
Start with one. Every project gets a fixed written quote first, and model usage, voice minutes and texting fees are billed to you directly, at cost.
- Invoice BuilderFinished jobs turn into accurate draft invoices the same day.How it works
- Collections AgentOverdue invoices get polite, consistent reminders, so you spend less time chasing payments.How it works
- Payment Matching & ReconciliationPayments in the bank get matched to open invoices, and only the exceptions reach you.How it works
- Receipt & Expense CaptureReceipts snapped on the job land in your books with the receipt attached, matched to the bank.How it works
- Bills & Payables AgentVendor bills get logged, checked and lined up for your approval before they're due.How it works
- Weekly Cash SnapshotA one-page weekly view of cash, money owed to you and bills coming due, in plain English.How it works
- Job Cost TrackerSee each job's actual costs against the estimate while there's still time to act.How it works
Invoice Builder
Finished jobs turn into accurate draft invoices the same day.
Works behind the scenes
How it works
- 01Starts when a job is marked complete
- 02Pulls line items, materials and hours
- 03Creates a draft invoice in your accounting software
- 04Flags anything missing
- 05You approve and send (or approve the rules for auto-send)
Collections Agent
Overdue invoices get polite, consistent reminders, so you spend less time chasing payments.
Works behind the scenes
How it works
- 01Reads open invoices from your accounting software daily
- 02Sends friendly reminders before, on and after the due date, with a pay link
- 03Stops as soon as payment lands
- 04Sends you a list of anything past the point you set
- 05Logs every reminder on the customer record
Payment Matching & Reconciliation
Payments in the bank get matched to open invoices, and only the exceptions reach you.
Works behind the scenes
How it works
- 01Reads bank-feed and Stripe payouts
- 02Matches payments to invoices by amount, reference and customer
- 03Marks matched invoices paid, or suggests the match for approval
- 04Lists exceptions
- 05Sends a month-end summary
Receipt & Expense Capture
Receipts snapped on the job land in your books with the receipt attached, matched to the bank.
Works behind the scenes
How it works
- 01Snap, forward or drop a receipt
- 02Reads vendor, date, amount and category
- 03Logs it in your books with the receipt attached
- 04Matches it to bank or card transactions
- 05Flags missing or mismatched receipts
Bills & Payables Agent
Vendor bills get logged, checked and lined up for your approval before they're due.
Works behind the scenes
How it works
- 01Captures bills from your inbox
- 02Reads vendor, amount and due date
- 03Checks against the purchase order or delivery
- 04Creates a draft bill in your accounting software
- 05Sends you a weekly 'to pay' list for approval
Weekly Cash Snapshot
A one-page weekly view of cash, money owed to you and bills coming due, in plain English.
Works behind the scenes
How it works
- 01Pulls balances, receivables aging and upcoming bills
- 02Adds upcoming payroll if connected
- 03Summarizes in plain language
- 04Flags anything unusual
Job Cost Tracker
See each job's actual costs against the estimate while there's still time to act.
Works behind the scenes
How it works
- 01Tags bills, receipts and hours to jobs
- 02Compares actuals to the estimate
- 03Alerts you at thresholds you set (for example 80% of budget)
- 04Monthly job-profit summary
Bundle agents, pay less for each.
Agents built together share one setup, one knowledge base and the same connections, so every agent you add costs less than buying it on its own. These bundles come up most often in audits, and your fixed quote shows the bundle price.
- 3 agents · bundle pricingFinance StarterBest for: owners who want the three biggest money chores gone first.
- 3 agents · bundle pricingGet Paid FasterBest for: businesses with many invoices.
- 3 agents · bundle pricingClean BooksBest for: owners who do their own books.