Christine chases receipts, takes call notes, and tracks deadlines right from your iMessage. Stop wasting billable hours on admin so you can focus on reconciling books for your 12+ clients.
Tom at Riverside Plumbing has 34 unmatched transactions from February. You've texted him three times about the $1,100 Home Depot charge. Still no reply.
Sarah explained the $2,300 was split between a display case ($1,800) and health inspection ($500). That info is buried in a 40-message thread from last Thursday.
20 minutes per client re-reading old text threads for context
Chen's payroll is due Friday, Martinez salon needs sales tax by the 10th, and you forgot the quarterly P&L Riverside asked for last week.
1-2 missed client deadlines per month damaging trust
Mike from Peak Roofing asks if the $3,200 Acme Supplies charge was recorded. You can't check from your phone, promise to look later, and forget by 4pm.
Drafts polite emails listing exact unmatched transactions so clients like Tom know exactly what to send.
You text Christine
“Draft email to Tom listing 5 unmatched Feb transactions”
Transcribes client calls right after you hang up, capturing expense splits and capitalization rules before you forget.
You text Christine
“Voice note: Bloom Bakery $2,300 split details”
Tracks conflicting due dates for payroll, sales tax, and P&L statements across all your small business clients automatically.
You text Christine
“Add Chen payroll due Fri, Martinez tax due 10th”
Records project codes and COGS categorization notes directly to your sheets so you can answer Mike's questions instantly.
You text Christine
“Log Peak Roofing $3,200 as Oakdale project COGS”
Notifies you on the 1st of every month to start reconciliations, prioritizing high-volume clients like Bloom Bakery first.
You text Christine
“Remind me 1st of month to start recs, prioritize Bloom”
Snaps photos of your own software subscription receipts and logs them to your business expense sheet for tax time.
You text Christine
“Snap photo of $35 QuickBooks receipt, log as software”
Cancel anytime. No contracts.
“I used to spend every Monday morning hunting down receipts from my plumbing and bakery clients. Now Christine drafts the follow-ups and logs my call notes instantly.”
Elena Rodriguez
Freelance Bookkeeper, Denver CO
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Christine lives in iMessage. Text her your tasks, she handles the rest. 8 hours of admin work per week becomes minutes.