One platform.
Every business type.

Keep your books current all year, automate client deliverables, manage tax estimates continuously.

• Year-round bookkeeping, not quarterly scrambles
• Client meeting notes auto-written, engagement letters auto-drafted
• Tax estimates updated continuously
• Drop QuickBooks, Zoom, Calendly, DocuSign, Otter.ai

Every client interaction logged automatically, proposals drafted from context, CRM stays current.

• No manual CRM entry — meetings auto-logged with AI-written summaries
• Proposals drafted on demand, sent for signature instantly
• Calendar sharing and scheduling by voice, mid-call
• Follow-up emails written before the call ends

Team coordination, client deliverables, project tracking — all without swapping between apps.

• Broadcast team updates from your business context
• Client meetings transcribed, follow-ups drafted automatically
• Project tracking tied to actual business context, not guesswork
• Team access controls so everyone sees the right information

Proposals, scheduling, bookkeeping, client communication — one conversation.

• Estimate + schedule + follow-up from one ask
• Books kept current so quarterly tax is straightforward
• Customer data lives in one place, not five
• Scaled without hiring three people to manage the back office