Accounting firms
Transaction categorizer
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.
Common
For accounting and bookkeeping firms
Late invoice chaser
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.
- QuickBooks
- Xero
A replay with a made-up business and made-up data, so you can see each step.
How he does it
5 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday at 8:00
- 1Find client invoices past dueQuickBooks
- 2Write a reminder that fits how late each one is
- 3Ask you first before sending the remindersHe asks you first
- 4Send them with the pay link from your booksQuickBooks
- 5Text you who paid and who is still late
- What you getEvery unpaid fee reminded in a polite tone, and a weekly list of who still owes the firm.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Asks every client for a Google review when their work is done and answers new reviews in your voice.
Accounting firms
Client meeting booker
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.
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Client newsletter writer
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.