Assistants and first drafts

• Job

  Put each call summary on the right contact and deal, once

  Each recorded call from the recorder you already use appears once as a labelled note on the right contact and deal. An unknown attendee goes to a list, not a guess.

  $515

• Job

  Get a set of reusable AI prompts for your finance team, tested on your own sample tasks

  Up to eight prompts for tasks your team repeats, tuned on three of your samples and tested on two you hold back, against your own checklist. Failing prompts are fixed or dropped.

  $195

• Job

  Answer customers' invoice and balance questions from your own ledger export

  An automated assistant answers each customer's invoice-status and balance questions from your ledger export, says it is automated, and hands everything else to your named person.

  $515

• Job

  Get this week's overdue-invoice reminders drafted for you to check and send

  From your open-invoice export you get ready-to-send reminder drafts, one per customer, on a tone ladder you choose, plus a do-not-chase list. Sending stays with your people.

  $195

• Job

  See which quotes have gone quiet, with a follow-up draft you can send

  Each week the quote owner gets open quotes with no reply after the number of days you set, each with a draft using only that quote's own facts. The owner sends or discards; we mail no one.

  $385

• Job

  Send overdue-invoice reminders automatically under your written rules, with a stop switch

  Overdue reminders go out from your own address only under the send cap, quiet list and dispute list you write, with every send logged and one switch to stop them all.

  $645

• Job

  Get a first draft of each narrative tender answer from your own material

  A draft of each narrative answer built only from your library and past responses, each paragraph with its source and gaps highlighted. A person writes the final text.

  From $450

• Job

  Let staff ask your expenses and purchasing policy questions and get the policy's own words

  Staff ask in chat; each answer shows the exact policy passage and version it comes from, or says "not covered, ask Finance". It never decides an individual case.

  $385

All back office and finance services