Order in your financial admin. On its own.
Invoicing prep, receivables tracking, payment reminders and a monthly financial overview from one team, with human approval. Your accountant gets clean, organised data.
The daily operational load.
- Invoicing slips, and nobody chases the receivables.
- Payment reminders feel awkward, so they don't get sent.
- You find out at month-end how much came in and where it went.
- Your accountant gets incomplete, last-minute paperwork.
Here's what the team's work looks like for you.
Invoicing preparation
Invoices prepared and checked from completed work; they go out with your approval.
Receivables tracking
Due-date monitoring and polite, consistent payment reminders in your voice, with escalation when needed.
Monthly financial overview
In, out, overdue: a monthly overview ready for decisions, and your accountant gets organised material.
You get exactly what your company needs.
One focused use case, the one that hurts most.
Two functions, working in sync.
A full industry operations layer.
Sensitive data
Your financial data stays in-house, every step is traceable, and you decide what it can access.
Accountant relationship
The team is your accountant's partner: it hands over organised material, and the professional decisions stay with your accountant.
What we get asked most.
- Does it replace my accountant?
- It prepares your accountant's work: it hands over clean, complete material. The professional side of accounting stays with your accountant.
- Won't reminders hurt my client relationships?
- You set the tone, and every outgoing reminder goes with your approval. Polite consistency typically improves payment discipline.
- Does it see my bank account?
- It only sees what you give it access to, and every access is transparent and revocable.
Let's talk through how this would look at your company.
On the call we look at your receivables and invoicing process, and what the team would take over first.