Product
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.
Client intelligence
Integrations
Pricing
Security
Log in
Sign up
Product
Best note taker for accounting firms
Email assistant
Meeting scheduler
Proposal creation
Opportunity finder
Firm intelligence
Coaching & scorecards
Guides
AI workflows
Video messages
MCP server
Mobile & desktop apps
Client intelligence
Integrations
Pricing
Security
Log in
Sign up free
Help Center
Reporting & Insights
Help Center
Reporting & Insights
Reports, dashboards, analytics, and data exports across your clients and meetings.
Client Health
The Clients Dashboard
The Firm Overview
The Staff Dashboard
