1 of 4
A daily books check
- For
- Finance teams whose close eats the first week.
- Does
- Matches each day's bank and card lines the next morning.
- Gain
- Numbers on day 3, while the month can still change.
Here from something we sent? You've got the right people.
Have you ever found out too late about something you'd have caught yourself?
It was usually in an inbox 3 days earlier. Nobody had the hours to read it.
We take the work nobody wants and automate it. 6 departments, most industries.
For owner-led firms of about 20 to 1,000 people, where capable staff still read, match and chase by hand.
01 · QUESTIONS
6 questions owners ask first, answered.
Q1Where would it actually pay in a firm like mine?
Usually in 2 or 3 places, not 20.
Look for work that is reading, matching or chasing, done every week. Count the hours. The biggest count is usually where to start.
Q2Do you need access to our systems first?
No. The first conversation needs zero access and zero documents.
Q3What does it do on its own?
It reads, sorts, compares and drafts.
A person approves every message, payment and change. Nothing leaves without that yes.
Q4What if it isn't worth it for us?
Then we say so in the first hour.
Sometimes the fix is a checklist, a clear owner or a tool you already pay for.
Q5Is this only for owners?
No. Most of what we build runs in finance, operations, sales, HR, service and marketing.
1 of the 4 worked examples below is for owners. The other 3 are for teams.
Q6Who will I talk to?
One of our co-founders.
It's free, runs about an hour, and you bring your whole list.
02 · THE WORK
13 jobs we take off people's desks.
At least 2 in each of 6 departments. Each one: what happens now, what happens after, and the gain.
-
01Sales
The weekend's client emails, ranked before 8 a.m.
NOWSaturday's request for 3 extra people sits under 60 newsletters and alerts.
THENA morning read puts the 5 emails that need you on top, in order.
The right client gets your first reply on Monday.
Staffing · Insurance agencies
-
02Sales
Every quote you promised, with its due date
NOWYou told 4 clients a figure by Friday. 1 of them never got it.
THENA weekly list shows each promise in your sent mail, oldest first.
You deliver before the client has to ask twice.
Insurance agencies · Wholesale distribution
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03Sales
One page before each client review
NOWThe last 3 conversations with a key client live in 40 threads.
THENA 1-page brief lists promises both ways and open questions.
You walk in as prepared as they are.
Wholesale distribution · Construction
The meeting brief, worked through -
04Finance
A close that ends on day 3, not day 10
NOW312 bank and card lines get matched by hand after the month ends.
THENEach day's lines are matched the next morning. Breaks surface in 24 hours.
Your controller reviews instead of rebuilding.
Construction · Staffing · Accounting and tax
The daily books check, worked through -
05Finance
Sign-offs cleared in 1 sitting
NOWA payment run, 2 discounts and a change order all wait on your yes.
THEN1 list of every item parked with you, sorted by age, each with the one thing it needs.
10 minutes clears it, and the work moves again.
Construction · Manufacturing
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06Operations
Late deliveries known 7 days out
NOW200 open orders, and nobody confirms the dates until the day of need.
THENEvery order is chased before its date. Slips name the jobs they affect.
You fix a late delivery while there is still time.
Manufacturing · Wholesale distribution
The late-order warning, worked through -
07Operations
Order questions answered before they're asked
NOWCustomers phone because only 2 people can see order status.
THENDelay notes are drafted from live order data before anyone calls.
Your desk stops giving the same answer all day.
Wholesale distribution · Manufacturing
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08HR
No license lapses between audits
NOWExpiry dates for 150 staff sit in a folder nobody checks.
THENEach license gets a named owner and a renewal reminder 60 days out.
Nobody works a shift on a lapsed license.
Home health · Staffing · Construction
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09HR
Staff questions answered the same hour
NOWThe same 20 questions about leave and pay reach HR every month.
THENAnswers are drafted from your own handbook, for HR to approve.
HR spends its week on people, not repeats.
Manufacturing · Staffing
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10Customer service
Client emails answered in minutes
NOW57 requests by 10 a.m. The 2-minute ones wait behind the hard ones.
THENRoutine replies are drafted on arrival. The rest go to the right person.
Nobody chases you for a 2-minute job.
Insurance agencies · Wealth management
The first-response desk, worked through -
11Customer service
Late documents chased with a personal note
NOW40 clients ignore the portal's third reminder, so staff chase by phone.
THENEach Monday, every late client gets a drafted note naming what's missing.
Busy season starts with a shorter list.
Accounting and tax · Wealth management
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12Marketing
Website enquiries answered within the hour
NOWEnquiries land at 6 p.m. and wait until someone checks the form inbox.
THENEach enquiry gets a drafted reply and a suggested owner within minutes.
You answer before the next firm on their list.
Construction · Home health
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13Marketing
Each channel judged by paying clients
NOW4 channels report clicks. None says which clients paid.
THEN1 monthly sheet links each source to the revenue behind it.
Budget moves to the 1 or 2 sources that bring clients.
Wealth management · Staffing
03 · BY INDUSTRY
7 industries, the same kind of hours.
- Wholesale distribution200 open orders, each confirmed a week before it's due.
- ManufacturingShort shipments noted at the dock, not 3 weeks later.
- ConstructionThe work-in-progress schedule ready on day 3.
- StaffingUnbilled hours counted daily, so the close has no surprises.
- Accounting and taxEvery client's missing documents listed by Monday, January onward.
- Insurance agenciesSame-day certificates, drafted for a person to send.
- Wealth managementAddress changes and requests answered in minutes, logged once.
04 · A WEEK, COUNTED
A normal week, counted.
- 312bank lines matched by hand, after the month has ended.
- 57client emails before 10 a.m., 2 of them urgent.
- 11supplier orders nobody acknowledged.
- 0of it is hard. All of it takes hours.
05 · IN FULL
4 of them, worked through end to end.
3 are team processes and 1 is for owners. Each belongs to a wider family of jobs.
2 of 4
A late-order early warning
- For
- Firms with dozens of open purchase orders.
- Does
- Chases every order before its date and names what a slip affects.
- Gain
- 7 days' notice instead of none.
3 of 4
A first-response desk
- For
- Firms whose clients email one shared inbox.
- Does
- Drafts routine replies on arrival and routes the rest with history.
- Gain
- Replies in minutes, not hours.
4 of 4
A one-page meeting brief
- For
- Owners with back-to-back outside meetings.
- Does
- Lists promises both ways and open questions before you walk in.
- Gain
- No more being caught short.
06 · THE GAIN
The gain is a number you can work out today.
Pick 1 job from the list. Count the hours a week it takes, and the people who do it.
hours a week × people × 48 weeks = hours a year
Times their hourly cost gives the job's yearly cost today.
204 open supplier orders, read overnight
| On track | 181 |
|---|---|
| Not acknowledged | 12chase drafted for each |
| Confirmed late | 73 affect customer orders this week |
| Received short | 4notes drafted to the supplier |
Counts only. A buyer approves every message.
07 · HOW WE THINK
We count first, and build second.
Building is the small part. Knowing where it pays is the job.
We start with the 1 or 2 jobs that cost the most hours.
We'll tell you when AI is the wrong answer.
Your people spend their week on the work that needs them.
Bring the whole list. We'll sort it in an hour.
- Free, and about 60 minutes long.
- With one of our co-founders.
- Zero access and zero preparation needed.
- You leave with the 2 or 3 worth solving, named.
Name and work email are all we need. We'll write back with a time.
A person reads every note, and replies within 1 working day as a rule.
Got it. Your note is with us.
A person will reply, usually within 1 working day.