Service 03
Back-office & reporting
The numbers, alerts and approvals your team pulls together by hand, delivered on schedule: a daily report in your inbox, an alert the moment something looks wrong, and a quick approval before anything goes out.
What you get
Know where you stand without asking.
Daily & weekly reports
What came in, what's owed, what's overdue and what needs your decision, with the exceptions at the top. Written in plain language, not dashboards you have to learn.
Alerts
By email or a push to your phone, the moment a number crosses a line you set: a customer over their credit limit, a payment that didn't arrive, a system that stopped sending data.
Approval queues
Invoices, payouts and refunds wait for a person. You approve with a reply or a click, and the system takes it from there.
Reading documents
Partner reports, PDFs and spreadsheets arriving by email are read into clean records. AI reads them; rules check the totals.
Records your accountant will like
Every figure traces back to its source, so month-end and tax time stop being a scramble.
Our monthly report
Separate from your business reports: a written report from us on how the system itself ran, what we fixed and what we changed.
Built for owners
Exceptions first.
A report that lists everything gets skimmed. Ours lead with what's different from yesterday and what needs a decision, then give you the detail if you want it.
Reports are built from your own systems. Every number in them can be traced back to the record it came from.
Questions
Questions
Where does our data live?
On a cloud server in the United States, with encrypted backups. You own it, and when the service ends you get an export within 30 days before we delete our copy.
Can our bookkeeper or accountant get the reports too?
Yes. Reports go to whoever you name, and alerts can go to different people than reports.
Do we need new software?
No. Reports are built from the systems you already use and arrive by email. There's nothing new to log into.
Related
Other services
Automation & integrations
Connect the systems that don't talk to each other, and let the routine work run itself.
- Reconciliation between systems
- Billing and invoicing on schedule
- Data moved between apps, no copy-paste
AI agents
Phone, chat and email agents that answer, qualify, book and hand off, in the customer's language.
- Phone answering and booking
- Website chat and voice
- Inbox triage, replies drafted for approval
Your business never clocks out.
Tell us how your business runs. A short questionnaire, then a written plan and a fixed price.
Free, by phone, no obligation. We call you at the time you pick.