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Assistant Best note taker for accounting firms Notes, prep, and follow-ups, automatically. Email assistant Triage and drafts written in your voice. Meeting scheduler Booking links that sync to every client. Proposal creation Agent-drafted proposals from real context.
Firm Oversight Opportunity finder Surface upsell and cross-sell signals. Firm intelligence See how your firm and clients are really doing. Coaching & scorecards Scorecards, sentiment, and guides. Guides Your firm's best work, captured live and repeatable.
Tools & Automation AI workflows Automate the busywork end to end. Video messages Async video walkthroughs for clients. MCP server Plug your firm's context into any AI. Mobile & desktop apps Ping on your phone, Mac, and PC.
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Best note taker for accounting firmsEmail assistantMeeting schedulerProposal creationOpportunity finderFirm intelligenceCoaching & scorecardsGuidesAI workflowsVideo messagesMCP serverMobile & desktop apps
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