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Invoices, reminders and records kept in step
The admin loop that eats your evenings: invoicing, reminders, follow-ups and record keeping, run by AI inside the tools you already pay for.
- 09:30Reminders sent for tomorrow's 11 appointments, two customers rescheduled by text.
- 14:20Invoice 2291 sent from QuickBooks with a payment link.
- 18:00Three overdue invoices got their second reminder. One was paid within the hour.
What it does
- Creates and sends invoices from completed jobs or appointments
- Sends appointment reminders and follow-ups by text and email
- Chases late payments politely and on schedule
- Keeps your CRM, calendar and books in agreement
- Prepares the weekly numbers you actually look at
What it plugs into
- QuickBooks, Xero, Wave, FreshBooks
- HubSpot, Zoho, Pipedrive, a spreadsheet
- Google Calendar, Outlook, your booking system
- SMS through your business line
Something else? Most systems with an official connection or an email notification can be wired in. Ask before you assume it cannot.
Guardrails
Set on day one, in writing, before anything goes live.
Rule
Money moves only with your approval, always
Rule
Every action is logged with who, what and when
Rule
Reminders stop the moment a customer replies
Rule
Nothing runs on weekends unless you want it to
Back office by industry
The same integration, in the words of your trade.
Transportation and logistics
Invoices delivered loads, sends factoring packets, chases detention and unpaid freight.
Clinics and hospitals
Sends reminders, recalls overdue patients, follows up on unpaid statements.
Salons and spas
Sends reminders, fills cancelled slots from the waitlist, follows up after a visit for rebooking.
Auto repair shops
Sends estimates for approval by text, reminders for pickup, service due reminders.
Questions
Do I need new software?
No. It works inside QuickBooks, your calendar and your CRM through their official connections.
Can it make a mistake with money?
It prepares, you approve. Sending an invoice or a payment link happens only after your yes, unless you turn that on for specific cases.
What if a customer replies to a reminder?
The reminder chain stops and the reply lands in your inbox with the context attached.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do