GM, !
Every Monday: export from HubSpot. Paste into Google Sheets. Reformat the columns. Copy to Looker Studio. Pray nothing broke.
Every. Single. Week.
I wasn't analyzing data. I was ferrying it. The living, breathing middleware between platforms that refused to talk to each other.
That's not a job. That's a glitch in the system.
Then I switched to Coupler.io. It connects everything automatically. HubSpot, Sheets, Looker, 400+ apps, synced on a schedule.
Now I'm not the glue anymore. I'm just a person with free time.
1. 📈 Tyms synchronises bank statements, creates financial statements and flags anomalies so your firm improves data accuracy, meets deadlines confidently and frees capacity for advisory.
2. ⚡ Trupeer automates the creation of tutorial videos and SOP guides from screen recordings so your firm up-skills juniors, standardises training and reduces partner review time.
3. ⚡ Reclaim.ai automates your team’s scheduling and task time-blocking so your firm protects advisory time, avoids burnout and improves capacity planning.
4. ⚡ Quil automates meeting transcriptions and AI-generated summaries to eliminate manual note-taking, allowing firm owners to focus on client conversations while maintaining accurate, searchable records.
5. 🤝 KrispCall centralizes client calls, texts, and recordings so accountants manage firm communications securely, maintain audit trails, and respond faster from one platform.
6. 🤝 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.
Castmagic is an AI-powered content operating system that transforms how content teams and agencies get more out of their video/audio files in half the time.