Your people bill for judgment, then spend hours retyping invoices, chasing documents, and answering "where are we on this?" emails. We automate the document and intake work around the billable hours, with a review step wherever a professional needs to sign off.
NDA before discovery · Fixed scope, fixed price · You own the code
Trusted by teams in the US, UK, and India
Siddhraj
Unoloft
Kofeko
3nStar
Veda
Cerata
Shubham
Consultup IndiaSiddhrajUnoloftKofeko3nStarVedaCerataShubhamConsultup IndiaInvoices, receipts, statements, and contracts keyed into accounting or practice software one field at a time.
Engagement letters, ID checks, and missing documents requested and re-requested over email before work can start.
Every "any update?" email interrupts someone billable, because the client has nowhere to look it up themselves.
Client books spread across QuickBooks, Xero, Sage, and others, reconciled by hand whenever numbers need to line up.
Each is a fixed-price build, scoped around the review steps your firm already relies on.
Invoices, receipts, and contracts read, checked against your rules, and posted into your systems, with anything uncertain sent to a person for review.
Document & Invoice ProcessingEngagement letters, document requests, and reminders sent automatically, so an engagement starts when the paperwork is complete, not when someone chases it.
Workflow AutomationClients upload documents, see status, and sign off in one place instead of over email, with access scoped per client.
Client PortalsSync between QuickBooks, Xero, Sage, NetSuite, and Business Central so the same client data isn't keyed in twice.
ERP SystemsAn internal assistant that answers from your precedents, policies, and procedures, and cites the document it used.
AI ChatbotsShared client inboxes sorted and routed, with replies drafted for review rather than sent on their own.
Email & Inbox AutomationA sync layer that keeps vendors, invoices, and payments aligned across 12+ accounting platforms, the same plumbing a firm needs to stop rekeying client data.
We look at the workflow, tell you honestly whether it's worth automating, and what it would take.
A written scope with a fixed price and timeline. NDA before discovery if you need one.
Most automations go live in 2 to 3 weeks; custom applications take 6 to 12. A written update every Friday.
Every system ships with a monthly plan and a named engineer who knows your setup. You own the code.
Not sure what you need yet? Start with a paid scoping sprint and leave with a specification you own.
Book a 30-minute call. We'll look at the workflow, tell you honestly whether it's worth automating, and give you a fixed price if it is.
