Services
Finished work, not another tool
Pick the work you want off your desk. Agents do the routine steps, a qualified person checks the result, and you get it back on a day we agree.
Results this week
Sample data- Books closed for October3 companies · checked by an accountant Done
- Title report, 18 Maple Avenue30 years traced · 2 points for you to check Needs you
- NDA with Keller SteelRead the same day · 2 clauses to change Done
01 · Books and close
Books kept daily, month closed on time
For growing companies and the accounting firms that serve them. Agents enter and match the routine items every day. A qualified accountant reviews the books and closes the month.
- Bank and card lines matched every day
- Purchase bills and sales invoices entered from email
- Sales tax, VAT and GST handled for where you sell
- Month closed by the 5th business day, with a one-page note on what changed
- Turnaround
- 5th business day
- Checked by
- A qualified accountant
- Price
- Monthly, by volume
Works with QuickBooks, Xero, NetSuite and Dynamics 365 Business Central.
Ask about books and close
02 · Title reports
Know the property before you pay for it
For home buyers, lenders and developers. We trace who owned the property, what is owed on it and whether a court case touches it, then tell you in plain words what we found.
- 30 years of ownership traced, deed by deed
- Liens, mortgages and judgments checked
- Property tax and county records matched
- Court cases on the property searched
- A clear verdict: go ahead, go ahead with care, or stop
- Turnaround
- 4 business days
- Checked by
- A licensed attorney
- Price
- Per report
Available in selected markets today, with more to come.
Ask for a title report
03 · Contract review
Read it properly before you sign
For founders, finance and operations teams who sign contracts without a lawyer down the hall. You send the contract, we send back what it means and what to change.
- A one-page summary in plain English
- Risky clauses marked, with why they matter
- Suggested wording you can send back
- Your own rules applied to every contract, if you have them
- Turnaround
- Same day for NDAs
- Checked by
- A licensed attorney
- Price
- Per contract
We review and suggest. The decision to sign stays with you and your lawyer.
Send us a contract
Custom AI work
Have a process that is not on this list?
We build agents for your own process, run them and check every result, the same way we do for the services above.
See custom AI workBeyond these services
See more of what we do
Two apps built on Dynamics 365
An approvals app and a warehouse app, built and demonstrated. Agents check, people decide.
Read the case studiesA complete system, start to finish
When the work is bigger than one process: discover, design, build, connect, launch and run.
See complete solutionsMicrosoft 365 and Dynamics 365
We set them up, move you onto them and run them, and build agents that work inside them.
See Microsoft workWith every service
What you can count on
Checked by a person
Every result passes a qualified person before it reaches you.
Your data stays yours
Kept in your region, seen only by the people on your account, deleted when you leave.
A fixed day
Each result comes back on a day we agree at the start.
One person to call
A named contact who knows your work and answers your questions.
Questions
What people ask us first
Do we need to change our software?
No. We work in the tools you use today and send results the way you want them.
What if an agent gets something wrong?
A person checks every result before you see it. If we get something wrong, we fix it and tell you what changed.
How do you charge?
A fixed fee for the pilot. After that, a price per result or a monthly fee. No seats and no licenses.
Can we start small?
Yes. Start with one process, and add more once the first one runs well.
Where is our data kept?
In the US for US clients and in your region for everyone else, on Microsoft Azure. Only the people on your account can see it.