Back-office AI workers for service businesses

For owners and operators in the US, Canada, and the European Union (EU).

We deploy and manage AI workers in the tools you already use. Service contractors of about 10–99 people get a Closeout & Collections Clerk. Equipment rental companies get a Rental Billing Clerk for close-out, damage, fuel, and cycle invoices. Property managers of about 50–1,000 doors get help with maintenance intake, rent follow-up, and owner statements. Nursing and residential care operators get an Admin Follow-up Clerk for resident billing follow-up, vendor invoices, and admission paperwork. Auto repair shops get a Repair-Order Clerk for closeout, parts bills, and payment follow-up.

A worker starts in shadow mode: it drafts, and a person approves. It takes on routine work by itself only after it has proven accurate on that task. You keep the data and the production accounts.

From the books to a worker in production

Read the business, pick one workflow, prepare the data, launch one worker, then keep it running.

  1. 01

    Analyze the business

    Revenue, cost, and hours by client before any agent is scoped.

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  2. 02

    Map AI opportunities

    Unbilled jobs, late invoices, and supplier bills that do not match the job.

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  3. 03

    Prepare data for AI

    Scattered records structured into entities agents can trust on live work.

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  4. 04

    Onboard agents

    A named worker on the workflow. Shadow first, then a live handoff.

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  5. 05

    Operate and improve

    Monitoring, fixes, and the next worker once the first one is stable.

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The back office

Without a worker, and with one

The job is the same. What changes is who catches the work that never got billed, the invoice nobody chased and the bill that doesn't match, and how fast they do it.

The number is the share of that loop a worker takes. By hand, the track stays empty.

Service contractors

A Closeout & Collections Clerk on QuickBooks Online plus Jobber or Housecall Pro. It drafts the work, a person approves it, and it owns the result: jobs billed and invoices paid.

Fits contractors with about 10–99 staff. Disputed invoices and bills with no matching job stay with a person. Service contractors

QuickBooks Online stays, and the worker connects to it and to Jobber or Housecall Pro. Start with a $500 Cash Leak Audit. Cash Leak Audit

Property managers

One worker for owner statements, rent and vendor bills. It works inside the property system and the QuickBooks the firm already uses.

Fits firms with about 50–1,000 doors. One task goes live first, and the next waits until that one is accurate. Property managers

The worker drafts, a person approves, and it takes on routine work by itself only after it has proven accurate on that task. How a worker starts

01

services

Quick start, audit, deploy, then operate. A back-office AI worker runs the workflow. For small businesses in the US, Canada, and the European Union (EU). Not a chat setup and not a basic automation. Older products can be rebuilt as Custom Business Digital Solutions.

02

projects

AI integration for CPA & accounting firms

The system holds client records, engagements, and a task board so the firm can see the work in one place. An AI worker drafts the next step, and a person reviews and approves it before anything goes out.

CRMFinancial ServicesAccountingDevelopmentWhite Label

AI assistant for real estate agents

The assistant drafts follow-up from the agent's own number, keeping the agent in control of client communication. A person approves each message before the workflow moves forward.

DevelopmentAI IntegrationAutomationReal EstateMac AgentCRM IntegrationCommunication

Custom Business Digital Solutions

These projects replace spreadsheet-centered records with software shaped around the team's existing process, so work can move through clearer steps instead of being trapped in disconnected files.

Custom DevelopmentBusiness AutomationWorkflowOperationsSaaS
03

our principles

A worker drafts, and a person approves. It takes the task alone only after it is accurate on that work.

  • Shadow first
  • Live in production
  • Every action audited
  • Your tools, your data
  • Compounding agents

Questions owners ask first

No. They take repetitive back-office work so your people focus on judgment, relationships, and exceptions. The agent runs that job.

For analysis: accounting or PMS exports, payroll, time tracking, and client lists. For the audit: access to the tools where work actually happens (email, practice software, QuickBooks, property systems). We scope the minimum needed and can start with read-only exports before any integrations.

Entry prices, in USD: Cash Leak Audit $500, credited to the Clerk's setup and free for the first 5 companies. A contractor start is $1,990, which is $1,000 setup plus $990 for the first month. Setup is waived with a 3-month commitment. The Closeout & Collections Clerk is $990 a month. The rest of the list is on the pricing page. See pricing

Yes. We can sign a mutual NDA before sharing sensitive operations or financial details. Many engagements start with the paid audit so both sides evaluate fit with clear boundaries.

Where to read the proof

Bring one manual process

SAY HELLO!

Tell us the process. Invoicing, collections, closeout, or document follow-up. We reply within one business day.

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