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Ask your books a question. Then tell them to fix it.
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Save the task once. Run it across every client, on a schedule, with a person on every write.
Clearer work, fewer loose ends
- Save the task once. Run it across every client, on a schedule, with a person on every write.
- Set the bookkeeping chores you hate to run themselves.
- Approve what they propose from one screen.
AI agents
Save the task once. Run it across every client, on a schedule, with a person on every write
Set the bookkeeping chores you hate to run themselves, and approve what they propose from one screen.
What your accountant sees
A Skill is a saved AI task you run with one click, firm wide or per client. Bundle skills into an ordered Collection, deploy to up to fifty clients at once, or put them on a weekly, monthly, quarterly or yearly schedule. Every run proposes before it writes and can stop to ask a question, and an autonomy dial of Watch, Ask or Trust sets how far it goes before checking in. Twenty-two starter skills ship across the pipeline, from bank feed health check and categorisation sweep through flux analysis, missing document chaser, payment run prep, cash runway monitor and board meeting prep. Standing instructions live in one firm memory and one per workspace memory.