An assistant accountant agent that handles the repetitive prep work, so you spend your hours on advice clients pay for.
Join early accessYour assistant answers enquiries on your website and takes care of the admin around them, as standard. Add a Voice AI receptionist to cover your phones.
Back-and-forth emails for missing receipts, statements and forms.
Matching transactions line by line before any real analysis starts.
The same questions every season, answered one inbox at a time.
Planned capabilities, shaped by our early access partners.
Requests, collects and files client documents, and flags what's missing.
Matches transactions and surfaces only the exceptions for your review.
Drafts emails, summaries and workpapers for you to check and send.
Help shape the product, get early access and lock in an early access rate (TBC).
Your client data stays yours. [Data handling and compliance summary to confirm.]