01 / COMMISSIONS
$12,000Contract×8%Your rule=$960Commission
Know what’s owed.
Your rules. A visible calculation.
A connected sales & accounting dashboard
Your tools, connected.
Your busywork, simplified.
One dashboard for commissions, contracts, billing, and follow-ups.
Designed with Angela Hernandez, CPACEO · 20+ years in finance01 Connect your tools
- Contracts & DocuSign
- QuickBooks & Xero
- Receipts & spreadsheets
- Voice & notes
02 Your dashboard
Example viewAI
AI Accounting AgencySales & accounting workspace
Annual service agreement
- Contract value
- $12,000
- Commission at 8%
- $960
Review the payout schedule
Collect→Calculate→Review
03 Move work forward
- Commission reports
- Reviewed invoices
- Contracts for signature
- Reminders & follow-ups
A clear answer for sales and finance.
Example view · Connections and optional follow-ups are configured for your business.
In conversation
Connecting with
business leaders.
Angela joins Krishna Kumar for a conversation on building and growing a business.
Angela Hernandez, CPAKrishna Kumar
A conversation with Krishna Kumar12:53
CPA · MBAHuman expertise. Built in.
A dashboard with
accounting judgment.
Designed and reviewed by Angela Hernandez, CPA.
CEO & Founder · AI Accounting AgencyMeet Angela ↗20+
years in finance
& operational leadership
CPAMBACEO
Less chasing. More clarity.
Know what’s earned.
See what’s next.
02 / BILLING
$Fees✓Review↗Invoice
Review. Approve. Invoice.
Check the details before they hit your books.
03 / FOLLOW-UPS
MONTHLY↻
✓ Reminder scheduled↗ Follow-up ready
Make follow-ups repeatable.
Optional, and timed to your business.
Illustrative examples · Your fees, rules, and approvals apply.
Less work between the work.
From “to do”
to moving forward.
CONTRACTS
Say it. Review it. Sign it.
Voice → draft → DocuSign
BILLING
Less retyping. Clearer billing.
Contract fees → review → invoice
FOLLOW-UPS
Keep the next step moving.
Agreed rules → scheduled reminder
Illustrative examples · Connections and optional workflows are agreed during setup.
Expertise beyond the dashboard
Need a hand with the books?
From the agency
Ideas for a smoother business.
All articles →See your workflow in one dashboard.
Bring one task. See what could change.