AI AccountingAgency

Sales & accounting dashboard

Details in. Clarity out.

Your records. Your rules. A clear next step.

  1. 01

    Connect

    Contracts, tools, and records.

  2. 02

    Calculate

    Your agreed commission rules.

  3. 03

    Review

    Check amounts and timing.

  4. 04

    Move forward

    Reports, invoices, and follow-ups.

Follow one commission

One agreement. Every step visible.

Follow the commissionIllustrative example
Start with the agreement.

$12,000. One source agreement.

Connect the next task

Beyond the calculation.

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.

Continue to

Reports & forecasts

See what’s earned. Explore what’s possible.