Professional services firms run on billable hours, but too many of those hours go to non-billable administrative work like invoicing, collections, contract prep, and document management. Our AI agents take on the back-office work so your team can focus on clients.
Pulling time entries, formatting invoices, uploading to QuickBooks, and sending to clients. Each invoice is a multi-step process that someone does manually.
Chasing overdue invoices with follow-up emails and calls. Aging reports grow while your team juggles client delivery and collections.
Creating SOWs, MSAs, and engagement letters involves pulling templates, customizing terms, routing for signatures, and filing executed copies.
Organizing, naming, filing, and retrieving documents across cloud drives and email. The overhead grows with every new client.
AI agent that generates invoices from time tracking data, formats them per client requirements, uploads to QuickBooks Online, and emails to the client. Reduced invoice cycle time from days to minutes.
Agent monitors aging reports in QuickBooks, sends graduated follow-up emails, and escalates high-value overdue accounts for human review. Consistent collections process running 24/7.
Generates engagement letters and SOWs from templates, routes through DocuSign, follows up on unsigned contracts, and files executed documents in Google Drive.
Our agents connect directly to the tools your firm already relies on.