Your next close, shipped
Someday is now. Agentic Assistants for your work sort invoices and draft the reminder. Marketing drafts the client note. You give the final go.
- Your clients and their books
- The close and the reminders that repeat
- Where you give the final go
Gmail, Outlook, and Google Drive hold the papers. Stripe shows the charges. You approve the reminder.
How it works
From a goal to a result
- Set a goal
You say what done looks like: a ticket, a client, a deadline, or a draft.
- The team works
The assistants take the goal, use the ready prompts and skills, and draft the work in the tools you connected.
- You approve the risky step
Anything that sends, publishes, ships, or charges waits for your Approve.
- You get the result
A sorted inbox, a close checklist, and a reminder or client note held for your Approve.
The team
You, and the assistants
You
You approve every client email, every reminder, and every charge.
Accountant
Sorts invoices and receipts, drafts the payment reminder, and prepares the close checklist.
Marketing
Drafts plain client notes about deadlines and the documents you need, for your Approve.
Integrations
The tools it starts with
- Gmail
- Outlook
- Google Drive
- Stripe
- Slack
Ready to use
Prompts and skills
Ready prompts
- Sort the new invoices in the inbox by client, amount, and due date. Read only.
- Draft a polite payment reminder for this invoice and hold it for my Approve.
- Prepare the month end checklist and list what is still missing.
Skills
- Triage invoice and expense email
- Draft a payment reminder
- Bookkeeping checklist
- Monthly expense summary
- Draft an invoice
Questions