A pretend list of unpaid invoices, bills to pay, and your bank balance. Pick the rules you want (or add your own), click Analyze, and the AI tells you: what to chase, what to pay, what to delay, and whether cashflow this week is on track. Every reminder is drafted for you, personalized to the customer, with follow-ups that read your earlier email so nothing repeats.
This demo uses made-up data. For your business, the same tool reads your live accounting software every morning and sends the to-do list plus a cashflow verdict to your finance team.
This demo runs once on pretend data. In your business the same tool runs every morning on your real invoices, and the to-do list shows up where your finance team already works.
Every day the AI picks the actions that will bring the most money in this week, ranked by how much you can expect to collect.
The drafts become real emails, SMS, or WhatsApp messages. Either sent straight away or held for you to check first. Nothing sits in a to-do list nobody opens.
Customers who pay late again and again, disputes in progress, and any single customer you rely on too much. All visible every day, not once a quarter.
You change the rules from a simple admin screen. The tool picks them up the next morning. No new code. No waiting on a developer.
The demo above is one working example. Your version follows the same shape, connected to whatever accounting software you already use.
Connects directly to Tally, Zoho Books, QuickBooks, Xero, SAP, Odoo, or your own custom system. No spreadsheet exports. No daily uploads.
Rules live in a simple admin screen. Change a number, save, and tomorrow the tool uses the new rule. Your finance team owns the rules, not the developers.
Runs on your own servers. You pick between a big AI provider under a no-storage contract, or an AI model you host yourself. Customer names and amounts never leave your side.
Not a one-off report. The to-do list refreshes every morning from your live data. Today's actions reflect today's reality.
Every draft is personalized to the contact and tone-matched to the action: warm nudge, firm chase, formal final notice. Follow-ups read the earlier email so nothing repeats. Delivered through your email, SMS, or WhatsApp for Business, with escalations posting to a Slack channel your team watches.
Every action carries the rule that triggered it and the customer history the AI used. Audits and compliance checks are simple because the paper trail is built in.
The way we build every custom AI accounting tool. Fast start, running on your own servers, improved as your team uses it.
Tell us which accounting software your invoices live in, the rules you follow today (even if you have never written them down), and where you want the to-do list to show up.
We map out how data will flow, what rules to build, and which tools to send the output to (email, Slack, dashboard). You approve the plan before any code is written.
A working to-do list on your servers, reading your real invoices, following your real rules. Ready for your team to check every morning.
Once it works, we can add more rules, more output places, and more finance jobs (checking bills before paying, forecasting your cash, and so on) as you need them.
The demo above is one example. We also build tools that check bills before you pay them, tools that forecast your cash for the next 3 months, tools that sort expenses automatically, and tools that match payments across currencies. First working version quickly, on your own servers, with your data staying with you.