Month-end, minus the chasing
Your agent collects what clients owe you, keeps receipts in order and leaves every judgment call to your team.
- EmailIts own inbox
- BrowserUses websites for you
- AppsWorks in your tools
What your agent can do
- EmailBrain
Request missing statements and receipts from each client and follow up until they arrive.
- BrowserApps
Download statements from client and tax portals and file them in the right client folder.
- EmailApps
Match receipts in the inbox to transactions in your books and flag what doesn't reconcile.
- WalletApps
Pay recurring software bills under your limit and attach each receipt to the books.
Works with your tools
QuickBooks
Xero
Gmail
Outlook
Google Drive
Dropbox
Google Sheets
And hundreds more apps.
You stay in control
Waits for your approval
- Advice or filings sent to a client
- Payments above your limit
- Changes to posted entries
More industries
All use casesSee it on your work
We'll walk you through an agent set up for work like yours.