Billing assistant
Finance
Issues the invoice as soon as the work is done, sends it and checks that it actually arrived.
- Slack
Price on request
Back to the catalog
Finance
Bookkeeper
Receipts are found, named and matched. Reconciliation happens as you go. Your accountant receives a clean month, not a shoebox in January.
What you are dealing with today
The receipts are in the inbox, in the van and in a coat pocket. In January your accountant asks for three months of them again and you spend a weekend hunting for till slips.
Where this happens
- Restaurant
dozens of small purchases a week, every one needing a receipt.
- Construction
site expenses scattered across several crews.
- Sole practitioner
a VAT return every quarter, starting from nothing filed.
What it does
Its remit as delivered. You can widen it or narrow it during setup.
- Matches bank entries with receipts
- Chases the team for missing receipts
- Categorises expenses against your chart of accounts
- Prepares the month-end summary
Where it works
It replies on your channels, from your addresses and your numbers.
- Slack
A typical day
- 08:45 Done
128 entries reconciled, 6 without a receipt.
- 12:20 Info
Reminder sent to 4 people about their expense receipts.
- 17:40 Needs review
One expense falls outside your usual rules.
An example of what you see go by during the day.
Setup
Three steps, done with you.
- 01
We connect its channels
Inbox, WhatsApp, calendar, Slack. With your access, in front of you.
- 02
We set its limits
What it does alone, what it brings to you, and above which amount.
- 03
We test on real cases
You review its first replies before letting it work.
What it costs
The price depends on volume and on the channels connected. It is agreed with you before any setup.
Price on request See pricing
Questions about this role
How long before it is operational?
Setup is done with you. We give you a firm timescale once we have seen your channels, your volume and the limits to set.
Can it work alongside my current team?
Yes. It takes the repetitive part of the job and passes the rest to the right person, with the full context.
Can I change its remit later?
Yes, at any time. You widen what it does alone once you have seen it do the job well.
Other roles worth handing over
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Collections assistant
Finance
Chases unpaid invoices at the right time, in the right tone, and tells you when to pick up the phone.
- Phone
Price on request -
Customer support agent
Support
Answers your customers on WhatsApp, by email and on chat, settles the routine requests and hands you the rest.
- Website chat
- +1
Price on request
Live
Your team is ready to start.
Book a slot. We look at your business together and pick the first role worth handing over.