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See how our AI-powered suite answers every call, flags fraud, and delivers client-ready reports—so you never miss a lead or a risk.
On the first of each month, an advanced AI system automatically generates comprehensive financial reports. The system meticulously compiles key performance indicators and a detailed profit and loss statement, translating complex data into a plain-English PDF. This ensures business leaders can quickly understand their performance without needing to be financial experts.
Twilio and GPT work together to automate the return process, gathering all necessary details from the customer. Once the information is collected, the system automatically sends a Calendly link, allowing the customer to schedule a convenient time for the return. Simultaneously, it uses the gathered data to auto-create a new client in QuickBooks Online (QBO)
On the first of each month, an advanced AI system automatically generates comprehensive financial reports. The system meticulously compiles key performance indicators and a detailed profit and loss statement, translating complex data into a plain-English PDF. This ensures business leaders can quickly understand their performance without needing to be financial experts.
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On the first of each month, an advanced AI system automatically generates comprehensive financial reports. The system meticulously compiles key performance indicators and a detailed profit and loss statement, translating complex data into a plain-English PDF. This ensures business leaders can quickly understand their performance without needing to be financial experts.
Real-world results
See how firms use our AI suite to capture more clients, prevent costly errors, and save hours every month. These are real outcomes from real professionals.
![[headshot] image of satisfied customer shaking hands with company representative (for a fintech company)](https://cdn.prod.website-files.com/image-generation-assets/bca714cf-5c5d-4fef-b711-f7d41c7aa7e2.avif){kind=small}
The AI picked up a $9,200 duplicate vendor payment on day two—paid for itself instantly.
![[headshot] image of customer (for a home inspector)](https://cdn.prod.website-files.com/image-generation-assets/c8866640-44f2-4c2a-bf3c-097ab520d866.avif){kind=small}
Clients LOVE the plain English reports. We raised advisory fees 18%. Huge gains!
![[headshot] image of customer (for a law firm)](https://cdn.prod.website-files.com/image-generation-assets/acd7c4f0-fdfc-421f-b823-b106f298adb6.avif){kind=small}
This automation tool cleared a 3-day backlog giving my whole team their weekend back.
