Chase documents, check them, draft entries for review and send deadline alerts.
Professional services is the second-largest small-business sector in Canada (ISED, Dec 2024).
Buying these one by one would cost . The bundle shares one setup and one phone number.
Buying these one by one would cost . The bundle shares one setup and one phone number.
| Single agent | Per month | |
|---|---|---|
| Document request and chaseAsks for missing documents and reminds until they arrive. | View → | |
| Document checkReads each upload and flags what is wrong. | View → | |
| Receipt and invoice data capturePulls the key numbers into a sheet as drafts for review. | View → | |
| Deadline and reminder alertsSends filing, payroll and renewal reminders on dates you set. | View → | |
| Invoice payment remindersPolite reminders on your own unpaid invoices. | View → | |
| Client onboarding checklistCollects forms and documents from each new client. | View → | |
| AI receptionistAnswers every call, books appointments and takes messages. | from | View → |
| Text and email reply agentAnswers common questions from your approved FAQ. | View → | |
| Website chat and DM agentAnswers visitors on your site and your social inbox. | View → | |
| Weekly owner reportOne short summary each week. | View → |
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