GM, !
I didn't hate my job. I hated 70% of it.
The data entry. The follow-up emails no one reads. Formatting proposals until 11pm. Updating the CRM like it was a second career. I mapped out my week once. Most of it wasn't strategy. It was filler disguised as work.
Your job description lied. Half of it was always admin.
So I handed the garbage to Lindy. Built AI agents to handle follow-ups, proposals, CRM updates—all of it. Took maybe an hour.
Now proposals go out in days, not weeks. I do the work I was actually hired for.
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2. âš¡ Miro consolidates complex workflows onto a visual innovation workspace so accounting teams can standardize data, eliminate version conflicts, and teach clients with plain-language financial summaries.
3. âš¡ Pipedrive manages client acquisition pipelines and automated follow-ups so firm owners track every lead, eliminate missed emails, and build a predictable stream of profitable advisory work.
4. 📈 Macabacus streamlines Excel and PowerPoint modelling and proofing so your team reduces spreadsheet errors, delivers polished client dashboards and improves advisory credibility.
5. 📊 Digits automates your bookkeeping and reconciliation workflows so your firm slashes manual entries, standardises data and frees team capacity for high-margin advisory.
6. 🧾 ChatGiraffe captures expenses via voice, text, and photos so firms automate client data collection and eliminate manual receipt entry for cleaner, faster books.
