Freelancers and professionals
You're alone for everything. Not for the admin.
Consultant, architect, lawyer, doctor, developer: it keeps your documents, reminders and deadlines. You approve, it prepares.
Typically, at yours
- One or two mailboxes, software subscriptions, expense notes
- Online purchase invoices, often in the wrong name or with foreign VAT
- An accountant who asks for documents every quarter
- Deadlines you keep in your head
For example
The subscription without an invoice
Software debited every month, never an invoice. It spots it, requests the document, follows up.
The invoice in the director's name
Online purchase in a personal name. The correction request in the company's name is ready.
The quarter in one delivery
The period's documents, sorted, with the list of what's missing. For your accountant.
What it does
- 01
Read
Mailboxes, invoices, receipts, scanned mail, bank statements.
- 02
File
Every document has its place: by month, supplier, type. Catalogued, found in one search.
- 03
Match
Each bank transaction with its document. Missing or wrong document (name, address, VAT): the correction request is ready.
- 04
Track
One case per transaction: status, next action, deadline. VAT, taxes, rent, leasing, mail.
- 05
Prepare
Drafts of requests and reminders, deliveries to the accountant. You click.
Patient or client data under professional secrecy: the local AI option exists so nothing leaves your premises. Hardware separate. We discuss it at the check.
Your data →What it never does without you
It doesn't pay. It doesn't send. It doesn't sign. It doesn't commit your company.
Draft mode
Every e-mail, every request waits for your approval.
Log
Every action is traced, dated, readable.
Kill switch
One gesture, and all sending stops.
Sending cap
A maximum number of sends per day, and a copy to you every time.