01
A daily books check
For: firms whose close eats the first week of the month.
It: matches yesterday's bank and card lines every morning.
Gain: last month's numbers while this month can still change.
Read the books checkAn email from us brought you here? Good. You're in the right place.
Have you ever watched good people spend their week chasing?
A receipt, a reply, a candidate, a client. Each chase takes ten minutes. Forty of them take the week.
We automate the work nobody wants to do. Finance, sales, HR, operations, service and marketing.
We build for owner-led US firms of 20 to 1,000 people, where skilled staff still chase by hand.
Start with 1 number: the hours.
Pick the chase that eats the most time in your firm. Fill in three figures.
Your estimate
hours a year
That's about full working weeks of someone's time.
Now multiply the hours by what an hour of their time costs you. That's what the job costs today.
Most firms find three or four jobs like this. The first conversation is where we count them together.
12 jobs, 6 departments, 1 pattern.
In each one, a capable person reads, sorts or chases by hand. Here is what changes.
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No. 01 · Finance
The close done early in the month, not late
BeforeBank and card lines get matched in one rush after the month ends. The pack lands around the tenth.
AfterLines are matched every morning. Breaks surface the day they happen.
Numbers arrive while the month can still change.
Distribution · Construction · Staffing
See the books check -
No. 02 · Finance
Year-end papers in before the rush
BeforeForty clients still owe year-end papers. Portal reminders go out, and the same forty ignore them.
AfterEach late client gets a short personal note, drafted weekly for your staff to send.
Returns start on time, and staff hours go to the work itself.
Accounting and tax · Wealth management
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No. 03 · Sales
Every enquiry answered inside the hour
BeforeWeb enquiries wait days in a queue. The small-looking ones never get a second follow-up.
AfterEach enquiry is researched on arrival and reaches the right person with a reply drafted.
You answer while they're still choosing.
Insurance agencies · Home health · Construction
See the lead desk -
No. 04 · Sales
Dated promises kept on the date
BeforeYou told a client "revised numbers by Friday." Friday passed. They asked once, then went quiet.
AfterEvery dated promise in your sent mail is listed, oldest first, with who it's for.
Your word holds before anyone has to chase it.
Insurance agencies · Wholesale distribution
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No. 05 · HR
Applications read on day one, not day four
BeforeOne opening draws eighty applications. Recruiters read each by hand, so good people wait.
AfterEach application is checked against the requirements you wrote, reasons shown.
Strong candidates hear back the day they apply.
Staffing · Home health · Manufacturing
See the shortlist -
No. 06 · HR
A starter's first week spent working
BeforeA new hire's forms, logins and checks are chased across five inboxes.
AfterOne checklist per starter, with each missing item chased before day one.
New people do real work in their first week.
Manufacturing · Staffing
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No. 07 · Operations
Late deliveries flagged before they stop work
BeforeOpen purchase orders drift past their dates. Someone finds out when the job stalls.
AfterEach order is checked before its due date, with the buyer's note drafted.
You hear about a delay while you can still act.
Manufacturing · Construction
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No. 08 · Operations
The five emails that need you, ranked by 8 a.m.
BeforeOvernight mail piles up: invoices, alerts, and one client asking for three people by Monday.
AfterA morning read puts the emails needing you on top, five at most.
The right client hears back first.
Staffing · Accounting and tax
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No. 09 · Customer service
Routine requests answered in minutes
BeforeBy 10 a.m. the shared inbox holds fifty requests. The two-minute ones wait behind the hard ones.
AfterEach request is sorted on arrival. Routine answers come drafted for approval.
Clients stop chasing you for small things.
Insurance agencies · Wealth management
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No. 10 · Customer service
A key client going quiet, noticed in weeks
BeforeA big account keeps answering your team and stops answering you. Nothing breaks, so nobody says so.
AfterA watch learns each key client's usual rhythm and notes a lasting change.
You call while the account is still yours.
Staffing · IT services · Marketing agencies
See the client watch -
No. 11 · Marketing
One sheet that ties spend to signed work
BeforeSix channels send six dashboards. None says which one brought a client who paid.
AfterA monthly sheet matches every source to the work it produced.
You cut the sources that never bring a client.
Home health · Construction
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No. 12 · Marketing
Past clients, written to on time
BeforeClients who bought once hear nothing for years. Nobody owns the list.
AfterEach quarter brings a list of lapsed clients, a reason to write and a note drafted.
Old clients come back without a cold campaign.
Wholesale distribution · Wealth management
7 industries, 7 different chases.
- Staffing
- Unbilled hours and missing timesheets caught in the week they happen.
- Accounting and tax
- Year-end papers chased from January, client by client.
- Insurance agencies
- Quote requests answered the same hour. Renewals prepared, not rushed.
- Wealth management
- Referrals reached the same day. Review packs built ahead of the meeting.
- Construction
- The work-in-progress schedule kept current, not rebuilt at close.
- Home health
- Caregiver applications read the day they land.
- Wholesale distribution
- Freight and inventory accruals ready early in the close.
A normal week, counted.
| Monday | 300 bank lines nobody has matched yet. |
|---|---|
| Tuesday | 9 enquiries waiting for a call back. |
| Wednesday | 84 applications for one opening. |
| Thursday | A key client who hasn't written in 3 weeks. |
| Friday | Whatever slipped, found too late. |
None of it is hard. All of it takes hours.
4 of these, worked through in full.
Each one belongs to a family of similar jobs. Yours will differ in the detail.
02
A first-hour lead desk
For: firms where the first to answer usually wins.
It: researches each enquiry on arrival and drafts the first reply.
Gain: every lead hears from you while they're still choosing.
Read the lead desk03
A same-day shortlist
For: firms that hire often, and fast.
It: reads each application against your requirements, with reasons.
Gain: strong candidates hear back before they take another job.
Read the shortlist04
A key-client watch
For: owners whose biggest clients know them personally.
It: notices when a key client drifts from their usual rhythm.
Gain: you call while the account is still yours.
Read the client watchWhat one morning's output looks like.
Your estimate counts the hours. This is the shape of what replaces them.
Daily books check · 7:30 a.m.
268 lines from yesterday
- Matched and coded
- 254
- Suggested, waiting for review
- 10
- Unexplained
- 4
- Two possible duplicate vendor payments. Two deposits with no invoice.
- Receipts still missing this month
- 7
- Reminders drafted, waiting to be sent.
Your controller posts every entry.
3 rules we work by.
- Finding the right job matters more than the build. We count the hours first.
- We'll tell you when AI is the wrong answer. Sometimes a checklist does the job.
- A person approves every message before it leaves.
Your people spend their week on the work that needs them.
1 conversation, about an hour, free.
- It's with one of our co-founders.
- No access and no preparation needed.
- Bring your whole list. Leave with each item named worth doing, or not.
Leave your name and work email, and we'll suggest a time.
A person reads every request and replies, usually within one working day.
Received. Thank you.
A person will reply, usually within one working day.