Primary offering
Describe the job. Get finished work back.
Not a chatbot that answers questions. An agent that completes the work and hands it to you for approval.
Why this works with what you already run
Works with what you already use
Email, calendar, files, your CRM, your accounting. No rip and replace.
Configured to your business
Your systems, your language, your process — not a generic template.
You hold the controls
Every outbound action waits for a human to approve it.
The agents
Built for any business, big or small, not one industry. The back office is the same shape whether you pour concrete, fix HVAC, run a clinic, or bill by the hour. Each agent is configured to your systems and your language, not handed to you as a template to adapt to.
Bookkeeping
Categorizes spend, prepares vendor records, and assembles the monthly picture from the books you already keep.
Where you see it: a clean monthly set delivered by email, with anything the agent was unsure about pulled out for you to decide.
Compliance & documents
Tracks the certificates, licenses and renewals you get audited on, and chases the expiry before it lapses.
Where you see it: an email when something is due, and the chase drafted and waiting for you to send.
Scheduling
Builds the schedule from work already sold instead of from a blank calendar, and keeps it current when jobs move.
Where you see it: events on your own calendar, updated as jobs move. Changes that affect a customer wait for you.
Inbox & follow-up
Reads what came in, drafts the reply in your voice, and never lets an inquiry sit for a week. Drafts wait for you.
Where you see it: drafts sitting in your own email drafts folder. You open, read, and hit send — or change it first.
Reporting
The Monday report writes itself from your actual systems, with every figure traceable to where it came from.
Where you see it: the report in your inbox before you start Monday, with every figure linked back to the system it came from.
Paperwork close-out
Assembles the invoice or job package as the work happens rather than three weeks after it ends.
Where you see it: the finished package as a file, ready to send once you have looked it over.
Quoting, estimating & proposals
Turns a request, a plan set, or a scope into a priced quote and a client-ready proposal, using your real cost table and your margin method.
Where you see it: a finished quote in your inbox, ready to send once you have checked the numbers.
Anything else
If a job is repetitive, rule-based, and reads from systems we can reach, describe it and we will tell you honestly whether an agent should do it.
Where you see it: wherever the work already lives — we configure the hand-off to match how your team already operates.
Where the work shows up
There is no new application to learn and no portal your team has to live in. Agents work inside the tools you already use: drafts land in your email, events land on your calendar, records update in your CRM, and finished documents arrive as files. Approvals come to you the same way — you reply, or you click send.
Higher tiers add a configured CRM you can log into and, at Agent Workforce, multi-user access with reporting and permissions. Everything else stays where your team already works.
See it work
Three steps. You describe the job in plain language, the agent does the work and holds anything outbound for you, then it runs on a schedule without being asked again.
Plain language. No workflow builder, no rules engine, no training course.
“Hi Dana, I wanted to check in on the quote we sent for the backyard work before it goes stale…”
Always on. Work starts without anyone pressing go.
What we connect to
Agents work against the systems you already pay for. No rip and replace, and you do not need all of these — only the ones the agents you buy actually touch.
Email, calendar and files
| System | What agents do with it | Where we are |
|---|---|---|
| Microsoft 365 · Outlook | Read the inbox, draft replies, read and write calendar events, read files | verified in use |
| Google Workspace · Gmail | The same: inbox, drafts, calendar, Drive files | verified in use |
| Shared drives and folders | Read statements, receipts, plan sets, certificates and job documents | verified in use |
| Slack · Teams | Deliver finished work and approval requests where your team already is | verified in use |
Accounting and payments
| System | What it gives us | Where we are |
|---|---|---|
| QuickBooks Online | Deposits, invoices and the monthly picture, read-only | verified in use |
| Card payments on your booking page · Stripe | A deposit landing in real time against the inquiry that produced it. Money goes to your own merchant account. | verified in use |
| Xero · Sage · FreshBooks · Wave | The same as QuickBooks Online, where the vendor exposes an API we can use | tell us what you run, we will assess it |
| Read-only bank feed | Deposits landing, without touching your accounting file | assessed per customer |
| Desktop accounting · spreadsheets | Nothing automatically — send documents instead, or add card payments | no direct connection |
Three ways to start
Nothing connected
Quoting, compliance, scheduling, inbox, reporting and close-out read your files, email and calendar. No accounting access, no waiting.
You send documents
Drop statements or receipts in a folder, or forward them by email. The agent categorizes everything, flags what it is unsure about, and returns a clean monthly set.
Cutoff: five business days before your month-end close. Documents arriving inside that window are booked to the following month rather than rushed into a close that is already being reviewed.
Fully connected
Your accounting software, card payments through the booking page we build, or both. This is the tier where an auto-updating CRM and measurable lead generation become possible.
Using nothing yet? Start with QuickBooks Online.
That is our recommendation, and we will say plainly why: it is the integration we have already built and tested end to end, so it is the fastest route to a working setup. We have not benchmarked every product on the market and will not pretend we have. If your accountant prefers something else, say so — we would rather assess their preference than fight it.
Read-only by default, and we mean it
The accounting connection requests reading rights only. We do not post journal entries, create invoices, or change your categories. Writing to your books is a separate conversation with a separate authorization.
Do not see your system? Tell us what you run in the walkthrough and we will assess it honestly, including saying so if we cannot reach it.
When an agent gets something wrong
Outbound work waits for a human by design. Internal work — bookkeeping especially — runs without stopping for approval on every line, which is the point of buying it. So the control sits somewhere else.
A cutoff, not a scramble
Documents are due five business days before your month-end close. Late paperwork is the single largest cause of a miscategorized month, so it is booked to the next period instead of being forced into a close under time pressure.
A review before the books close
Every monthly set goes through a quality check before it reaches you: totals reconciled, anything the agent flagged as uncertain pulled out for a person to decide, and categories compared against the prior month so a new pattern is questioned rather than assumed.
Every figure traceable
Each entry keeps a link back to the document it came from. When something looks wrong you can see exactly what the agent read and why it decided what it did — you are never left arguing with a number that has no origin.
Corrections are made in the same month wherever possible, and the pattern behind them is fed back into the agent's configuration so the same mistake does not recur.
The CRM
Configured to how a business actually sells, not a generic template. Stages are named for real steps, every lead carries a source stamped at creation that cannot be edited afterward, and the pipeline updates itself as work moves — nobody types a stage change.
This is the CRM we run our own wholesale business on. 116 leads across seven stages, per-lead revenue weighting, and a note on every card recording what has to happen before anyone makes contact. We build what we use — the pricing on this site came out of operating these systems ourselves first. Names and addresses are blurred because they are real prospects.
Start with our entry tier
Starter is $2,500 setup, then $750/mo — two agents, 75 runs per agent, a 150-run shared pool. Operations is $5,000 and $1,500/mo. Agent Workforce is $10,000 and $2,500/mo.
You do not have to buy a department. Starter is the entry tier: two agents, configured to the jobs that cost you the most time. Prove those, then move up a tier and add the rest.