AI-Powered Client Action Queue
for Bookkeepers
Connect your Microsoft Outlook and let AI automatically detect missing documents, deadlines, payment issues, and follow-ups from your client emails.
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Auto-Scan Emails
Automatically scan your Outlook inbox and identify actionable items
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AI-Powered
OpenAI detects missing docs, deadlines, payments, and follow-ups
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Prioritized Queue
Get a sorted action queue with urgency scores and due dates