Finance & operations
Automate reminders, categorization, and alerts around money and operations so your team spends less time chasing and more time closing.
What we offer
- Invoice Reminder Bot — Automated reminders for outstanding invoices (e.g. 7 days before due, on due date, and after overdue). Fewer missed payments and less manual follow-up. Optional payment link or instructions in the reminder.
- Expense and receipt categorization — Automatically categorize expenses and receipts and push them into your accounting tool or spreadsheet so bookkeeping stays up to date.
- Payment and subscription alerts — Alerts when a payment fails, when a subscription is about to renew, or when usage or spend crosses a threshold so you can act before it becomes a problem.
- Quote and proposal follow-up — Reminders when a quote or proposal has had no response after X days, so your sales team can nudge without letting leads go cold.
We integrate with your existing tools where possible (invoicing, accounting, CRM) or work from spreadsheets and email. Deliverables can be email, Slack, or in-app depending on your workflow.