A modern tool for accounting and advisory firms. Manage clients, draft proposals, build your website, and let your AI handle the busywork — without juggling six different SaaS subscriptions.
Built for solo accountants and small firms who want their CRM, proposals, website, fee builder, and email automations to talk to each other — and to an AI that actually does the work.
Tell it what you need — "draft a Q1 proposal for Harlow & Finch", "add a testimonial from Marcus", "publish my site". It uses the same tools you do.
Pipeline stages, custom fields, files attached to every client, AI-drafted next actions. Picks up where you left off.
Build them in seconds. Fixed-fee bundles via the fee engine. AI fills in the language; you click send.
Hero, services, team, testimonials, contact, calculators. Publish to your subdomain in one click.
Trigger-based emails — new lead, proposal idle, invoice overdue. You stay top of mind without thinking about it.
Mortgage, tax, compound, retirement, GST, stamp duty — embed any on your website to capture leads.
We provision your workspace, a starter website, and seed a few sample clients so you can see how everything connects.
Drop a CSV in /import — we auto-detect columns and de-dupe by email. Done in seconds.
Try "publish my site", "draft a proposal for…" or "what should I do today?" — the AI uses the same buttons you do.
Start free. We'll provision your workspace with sample clients, a starter website, and an AI assistant that knows where everything lives. You can be live in under 10 minutes.
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