The routine work, handled by the system.
Rules that fire on events, schedules or a click — drafted by AI from a sentence, reviewed by you, with a run history you can audit. Connected to everything the practice already runs on.
Written in a sentence, reviewed like code
Describe what should happen — “when a client’s VAT quarter closes, create the return task and assign it to their manager” — and the AI drafts the trigger, conditions and actions for you to review. Scope a rule to a client or a task group, test it on demand, and read exactly what every run did in its history.
Connected to what the practice already runs on.
Seven integrations, all real, all live in the product. If it isn't on this list, we don't claim it.
Chart, tax rates and contacts in; coded purchase invoices and financials sync out.
Sign-in, the shared bills mailbox, and send-as-you from your own address.
Clients, officers and statutory deadlines — synced, not typed.
Client channels relayed into the knowledge hub, both directions.
Employers matched to clients; employees and payslips into Payroll.
AML checks, match results and monitoring alerts, webhook-signed.
Bill extraction, client summaries and drafted automation rules — metered per client.
The routine, automated — and audited.
The chasing, the month-start setup, the reminders — written once, reviewed by you, recorded on every run.