Attention

automates personalized email outreach and follow-up sequences so firm owners build a predictable pipeline of new leads without manually managing repetitive cold communications.

records, transcribes, and summarizes meetings, allowing accountants to track client discussions and action items accurately, improving client communication and follow-up efficiency.

automates spreadsheet-based reporting and analysis so small firm owners standardize data, reduce manual errors, and deliver faster, accurate insights to clients.

analyzes financial documents and generates plain-language summaries so accountants streamline client explanations, improve accuracy, and save billable hours on reviews.