// Less Work Reaching Humans
For Bookkeepers
You see the mess before anyone else does.
Invoices that went out three weeks late because the owner had a full site week. Pricing that lives in one person's head. Insurance certificates that turn up expired when somebody finally asks for them.
You know what it costs the business. You've never had a way to fix it.
## What we do
We build a private assistant for your client's business that knows their prices, their customers, and their rules.
It handles recurring admin: turning job sheets into invoices, building quotes, chasing follow-ups, tracking certificate expiry. It runs when they ask, on a schedule, or when something sets it off. We update it every week. It runs on hardware in Canada and the data stays there.
We build it and we maintain it. The client isn't buying software and hoping it sticks.
## Who it's right for
- — Owner-operated, 2 to 30 staff
- — Revenue roughly $300k to $10M
- — High-frequency paperwork: quotes, invoices, job records, compliance documents
- — One person who knows all the rules and does most of the admin themselves
Poor fits: under $300k revenue, no recurring paperwork worth the effort, or an owner who can't spare a day to show us the work.
## How referrals work
When a client you refer completes their first month, we pay you a flat referral fee. One payment. Nothing ongoing to track or reconcile.
We'll go through the numbers on a call.
## How we work
We don't automate a step without asking why it exists. We don't claim a saving the client hasn't actually banked. We don't build anything the business can't unwind and walk away from, and the exit terms are in the original contract.
Your relationship with the client comes first. We're there to get admin off their desk.