Hey, !
Last week my boss asked for a cross-channel breakdown.
CTR by platform. Cost per lead by region. Compared to last quarter.
Used to be a 3-hour panic. Exporting. Pivoting. Praying the numbers matched.
But here's the thing—I'm not faster. I just stopped doing it manually.
I switched to Coupler.io. It pulls all my data automatically.
Then I ask the AI what I need.
"What's our best channel by ROI this quarter?"
Answer in 30 seconds. Chart included.
She thinks I'm brilliant. I'm just connected to the right tool.
Try Coupler.io. Look like a genius.
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2. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
3. 🤝 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.
4. 🤝 KrispCall centralizes client calls, texts, and recordings so accountants manage firm communications securely, maintain audit trails, and respond faster from one platform.
5. ⚡ Synthesia scales client education and internal training by generating secure, multilingual AI videos, drastically reducing the firm's time spent on repetitive explanations and staff onboarding.
6. 🏦 Melio streamlines bill payments and invoicing, reducing manual transaction tracking and improving cash flow visibility for small accounting firms and their clients.
7. 📈 InvoiceClip automates invoice data extraction from PDFs and images, eliminating manual entry and streamlining accounts payable workflows for small accounting firms.