GM, !
1. ā” Tradify streamlines quoting, scheduling, invoicing and jobātracking so your firm supports tradeāclients with efficient workflows, reduces manual entry and improves profitability.
2. š§¾ Dext captures and categorizes receipts automatically, eliminating manual entry and enabling firms to reconcile accounts faster while freeing time for advisory services.
3. ā” Slides AI turns your narrative or Excel/QuickBooks data into professional client dashboards or board-packs so you spend less time creating and more time advising.
4. ā” Laxis transcribes and summarizes meetings so accounting teams track client conversations accurately, reduce follow-up time, and improve communication clarity across the firm.
5. š¤ Table AI automates your client-and-prospect relationship tracking and reminders so your firm engages more consistently, builds a predictable pipeline and frees your team from admin burdens.
6. š Workiva uses generative AI to draft control documentation, GRC reports, and financial narratives so your firm streamlines audit prep and reduces manual compliance burden.
