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Invoices, reconciliation, dunning and client reporting — in Xero, QuickBooks or the ERP, with an approval wherever money moves.
The three the team asks for first, installed in its own systems. No call; every option is credited against the next for 30 days.
In the words a team uses for them. Every row is a standard blueprint: what arrives, what happens, who approves, a free template, and what it costs to have it installed or run for you.
| The work, as you describe it | The automation | Steps | From | Run for you |
|---|---|---|---|---|
| Involuntary churn is our biggest churn line and nobody owns it. | Subscription Dunning | 8 | $49 | $247/month |
| Invoices get paid late when the one person who keys them in is away. | Invoice Processing | 8 | $49 | $297/month |
| The first week of every month goes on matching Stripe payouts to invoices in a spreadsheet. | Financial Reconciliation | 8 | $49 | $297/month |
| Every screening hit takes an analyst twenty minutes to clear, and most are false positives. | KYC/AML Monitoring | 8 | $49 | $297/month |
| The monthly pack is the same job for every client and it takes the practice a week of month-end. | Client Reporting | 8 | $49 | $247/month |
Failed payments are retried at the right moment and chased with the right message, and a cancellation gets one save offer.
Every message a person sees is drafted, never sent, until that type of message has earned auto-send in the first weeks.
Proof
Real engagements; names, places and some numbers changed under NDA.
How a 400-bed regional hospital system used an AI compliance agent to automate HIPAA evidence collection and reduce audit prep from 6 weeks to 12 days.
Financial ReconciliationHow a 3-person DeFi fund used an AI crypto agent to monitor $12M across 5 chains 24/7, cutting risk response time by 85% and automating daily P&L reporting.
Invoice Processing · Financial ReconciliationHow a 25-person CPA firm used an AI accounting agent to automate transaction categorization and reconciliation—cutting bookkeeping hours by 50% per client.
Installed in the accounts the team already pays for. No new login; you own the result. A tool not listed is named in the order and confirmed by email before anything is installed.
FAQ
The 5 on this page — subscription dunning, invoice processing, financial reconciliation, kyc/aml monitoring, client reporting. Each is a standard blueprint with a free template; start with the one that eats the most hours, usually subscription dunning.
Most often Gmail + Twilio + Intercom, Slack + Google Sheets, Postgres. The automation is installed in the tools the team already pays for; you own the result, and there is nothing new to log into.
No call. Installed for you: $249 one-time, live within two working days of access, with a recorded walkthrough and 30 days of fixes. Run for you: a monthly subscription with setup and maintenance included. Not sure which process first: the free audit — a few questions, the plan in minutes.
Wherever money, a customer or an employee record is involved: an approval step is part of every blueprint on this page, and the first weeks run in approval mode — the automation drafts, a person confirms — until a message type has earned auto-send.
When one of the blueprint's custom conditions is you — usually a system without an API, a rule set nobody has written down, or volume that needs its own infrastructure. Custom builds start at $2,000, are scoped by email from the audit, and the package or the first month is credited against them.
Not sure which first?
Describe the work that repeats and answer a few one-tap details. The plan names the process to start with, one option, one price — on the page and in your inbox in minutes. No call.