Software and AI for US businesses, built and run for you. 

For professional firms

Billable time captured, proposals drafted, and overdue invoices followed up, joined to QuickBooks, Clio, and your practice tools.

• Time to Invoice
• Proposal & Engagement Engine
• Firm Knowledge Assistant

For CPA firms & bookkeepers

W-2s, 1099s, and K-1s chased and collected, bookkeeping data coded, and routine work drafted for your CPAs to check.

• Client Document Intake
• Data Extraction & Coding
• Practice Assistant

For home services contractors

Leads from Angi, Thumbtack, and your website answered, estimates followed up, and invoices sent while your crews are in the field.

• Front Desk
• Estimate to Cash
• Reviews & Reputation

For schools, colleges & edtech

Admissions inquiries, tuition billing, parent questions, and learning platforms, so the front office can stop repeating the school calendar.

• Admissions Desk
• Tuition & Billing Automation
• Family & Student Support Desk
• EdTech Platform Build

For manufacturers

Open jobs, shop-floor output, quality records, and inventory in one view, connected to QuickBooks, Sage 100, or your ERP.

• Shop-Floor Job Tracker
• Quality & Traceability
• Inventory & ERP Connection
• RFQ & Costing Assistant

For inns, lodges, tours & activity operators

Direct bookings, quick guest replies, and lodging tax records by state and city, for independent operators with lean teams.

• Direct Booking Setup
• Guest Reply Agent
• Channels & Accounts
• Reviews & Repeat Guests

For clinics and medical practices

Bookings, recalls, prior authorizations, and denied claims connected, so payer paperwork stops eating the afternoon.

• Patient Front Desk
• Recalls & Follow-Up
• Claims, Admin & Reporting

For contractors & builders

Change orders written down on the day, AIA pay applications sent on time, and retainage tracked until it is released.

• Change Order & Pay Application Desk
• Job Costing View
• Subcontractor & Lien Paperwork Control

For carriers, freight brokers & forwarders

Signed bills of lading turned into invoices sooner, profit per load visible, and IFTA and FMCSA records kept organized, with your team in control.

• Proof-of-Delivery to Invoice
• Fleet Control Tower
• Fuel, IFTA & Records Pack
• Import & Forwarding Document Desk

For retailers and online brands

Stores, online, and marketplaces in one view, joined to QuickBooks and your POS, with cleaner sales tax records by state.

• Retail Command Center
• Inventory & Replenishment
• Channel & Payout Reconciliation
• Customer Care & Repeat Sales

For mortgage brokers, RIAs & agencies

W-2s and loan documents collected, policy renewals tracked, and meeting notes drafted, with your licensed people making every call.

• Client Onboarding & Document Intake
• Renewals & Reviews
• Meeting Notes, Drafts & Reporting

For brokerages & property managers

Zillow and Realtor.com inquiries answered quickly, showings booked, and owner updates drafted, with your agents deciding what goes out.

• Inquiry Response Desk
• Property Management Desk
• Seller & Owner Updates