Your admin agent keeps the books tidy
Your admin agent sorts and matches your transactions as you go and reports back in the channel, so tax time is a non-event instead of a shoebox of receipts and a bad weekend.
What this actually is
Bookkeeping is the job everyone puts off until it becomes a crisis. Your admin agent works in your channel with only the access this job needs. It sorts, matches, and categorizes transactions as they happen, and you can tag it any time to ask where you stand. Anything that changes your records or goes out to an accountant waits for a person to approve it. When tax time comes, everything is already in order.
What you get
- Transactions sorted and categorized as they happen
- Ask the agent in the channel where you stand, any time
- Changes to your books held until a person approves them
- Tax time that is calm, not a scramble
How it runs
Money moves
Your admin agent picks up transactions as they happen.
It sorts and matches
Each one is categorized, and anything unclear is flagged in the channel.
A person signs off
You approve what needs approving, and the books stay current for tax time.
Want this handled?
Tell us where the time goes. We set it up, we run it, we keep it current. No jargon, no lock-in.