Accounting firms
Review request sender
Asks every client for a Google review when their work is done and answers new reviews in your voice.
Rare
For accounting and bookkeeping firms
Transaction categorizer
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.
- QuickBooks
- Xero
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 7:00
- 1Read new bank transactions in each client's booksQuickBooks
- 2Categorize the ones that match your rules for that client
- 3List the ones he is unsure of, with a question each
- 4Ask you first before posting and asking clientsHe asks you first
- 5Post the entries in QuickBooks or XeroQuickBooks
- 6Send clients the questions only they can answerGmail
- 7Text you what is done and what is open
- What you getClient books kept current by your own rules, with unclear items asked about instead of guessed.
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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