What Is in Development.
The goal is to automate the data-gathering stages of your back office. Each item below becomes available as it is built and tested. Some things do not change as it grows: it never adjusts your books, never files a return or any other form, and never moves money.
"In development" means being built, or built and not yet installed on the development system. The product as a whole is in development: it runs on a development system with test data only, and no firm is using it yet. The order in which these items are built is not set, so they are grouped by area, not by date.
The Officium
- Bookkeeping - Prepares categorised transactions and draft entries - (in development)
- Audit - Cross-checks the other workers' maths and logic - (in development)
- Tax - Prepares tax work for licensed review - (in development)
- Sales Tax - Prepares sales-tax returns for review - (in development)
- Billing - Prepares invoice runs and receivables follow-up - (in development)
- Client Research - Looks up facts and trends about a client - (in development)
- Text Messages - Reads text threads and drafts replies - (in development)
- Phone Calls - Turns call transcripts into summaries and actions - (in development)
- Front Desk - Takes staff requests and gathers the answers - (in development)
Command
- Yours to Adjust - As a worker proves itself, your firm can let it do more on its own, and each client can opt in or out - (in development)
- Evidence Before More Freedom - Your firm sees how each smart worker is performing and decides, with evidence, how much to let it do - (in development)
- Each Item Says Why It Is Waiting - Each item in the review queue says what it is, why it needs a person, and what approving it will do. Arrives in the next release - (in development)
- Approving Routine Items from the List - Routine items can be approved straight from the list; anything uncertain still goes to a person. Arrives in the next release - (in development)
- A Reply to the Sender - A reply to the sender is drafted for your team to review, edit and release. Arrives in the next release - (in development)
- How Much Work Is Automated - Your firm sets the level, worker by worker and client by client - (in development)
Portals
- Confirming a New Sender - When an unfamiliar sender sends documents, your client is asked to confirm them, and confirmed senders are remembered. Arrives in the next release - (in development)
- Answers from the Firm, in the Portal - Your staff reply to a client's message from the console - (in development)
- Busier or Quieter Than Usual - A weekly local-demand brief in the manager's portal - (in development)
- Confirming the Register Reading - Confirming the end-of-shift register reading in the portal - (in development)
- Automated Reminders and Replies - Your firm will be able to let routine reminders and replies go out on their own, marked as automatic, and each client can opt in or out - (in development)
The Server
- A Record of Outbound Connections - The server keeps a record of every outbound connection it makes, so your firm can see what it connects to. Built; arrives in the next release - (in development)
Planned
These are planned, not built, and listed in no particular order.
- Onboarding discovery: proposing a new firm's setup from its own data.
- Continual tax and employment-rule updates, with advisory alerts that quote the rule and give the reference.
- A government-contract opportunity brief for client businesses that bid on public work.
- A missing-documents worker.
We are looking for one accounting or bookkeeping firm to be the first sponsor. What a sponsor firm does