See it in action
Acme Corp's retainer is up for renewal next month. Pull their account summary, draft a renewal proposal at our standard rates with a 10% loyalty discount, and schedule a review call with Sarah for next Tuesday at 2pm.
get_client("acme-corp")0.8slist_invoices(client_id, last_12_months)1.2sget_service_catalog(active_only)0.4screate_estimate(renewal, 10% discount)1.6screate_appointment(Tue Mar 10, 2:00 PM)0.6sDone! Here's everything I set up for the Acme Corp renewal:
Automation rule triggered: follow-up task created if no signature by Mar 12.
One prompt. Five tool calls. Real operations — not canned replies.
Built for how bookkeepers work
Invoicing & Payments
Create invoices, track payments, and keep client billing moving through conversation. Your AI follows your services, pricing, and workflows.
Client Management
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Deadlines & Scheduling
Tax calendar, extension tracking, and client review meetings. Your AI surfaces what’s due and schedules the rest.
Reporting & Handoff
KPIs, variance notes, and client-ready summaries. Your AI drafts reports and flags anomalies so you review, not rebuild.