Connect QuickBooks and the first review runs on its own: duplicates, vendor overcharges against the last price paid, what you are owed and how late it is. Every action after that arrives as a draft with its reasoning attached.
This is the workflow that runs our own family business every day, including the parts that are still hard. Read the deployment → · Open the live demo →
Each card is the thing you pay for or do by hand today, and what this workflow does instead. The price is set against that line item rather than against software seats.
Bills, receipts and statements are read, categorised and matched. Your accountant gets clean books to review instead of a shoebox. It works alongside your accountant and never files your taxes.
Every invoice is checked against the price book and the last order. Overcharges, math errors, duplicate bills and subscription drift are flagged before anything is paid.
Overdue receivables get a polite, drafted reminder with escalation. Payment nudges, not collections, and you approve each one before it goes.
The same rule on every workflow: it reproduces your own past before it runs, a person approves what it drafts, and the log keeps every decision. The six controls, and what we have not earned yet →
Before a rule runs live it has to reproduce your real history. Our payroll engine had to reproduce fourteen months of actual salary records to the rupee before it was trusted with one.
A rule that cannot reproduce the past is blocked, not switched on with a warning. The verification page lists the six controls and the ones we have not earned yet.
Every payment, posting and reminder arrives drafted, checked and explained. Approve, edit and approve, or reject. The click belongs to an owner or an approver you invited by email; a member cannot approve. Nothing moves without it, and the log keeps every decision.
You start with drafts and traces rather than an empty screen, no card is taken, and every decision stays yours.
Written down so you are not surprised. The roadmap is public in how we prove it.
No credits, no per-message meters, no success fees. Natural-voice minutes are billed at cost. Every tier, in your currency →
One workflow, draft-only. Connect QuickBooks and get the first review with no card on file.
Approvals by owner or approver roles, reminders, posting rules, data and audit export, monthly verification report. Flat by workflow count, unlimited seats.
Draft-first from the first minute. Nothing sends, pays or files until your team says so, and your data is never used to train a shared model.