Your advisors should be advising clients. Not chasing intake forms and unpaid invoices.
We automate client intake, billing follow-up, and reporting for advisory firms, wealth managers, and accounting practices — so your team focuses on clients, not admin.
The problems costing you money.
New client intake is all friction
A new client fills out your intake form. Someone manually enters it into your system. Documents get lost in email threads. Onboarding takes days instead of hours.
Invoices sit unpaid for weeks
Outstanding invoices pile up. Nobody wants to chase clients for payment. Receivables age while your team avoids the awkward follow-up.
No visibility into client activity
You don't know which clients haven't been contacted in 90 days, which invoices are overdue, or how many new inquiries came in last month. You're guessing.
What we automate for you.
Respond to every new inquiry immediately
New client inquiries receive an immediate, professional response — even outside business hours. The system captures their details, answers initial questions, and schedules an introductory call.
One extra advisory client per month at $5,000 average annual retainer = $60,000/year. System costs $6,000/year.
Eliminate manual intake and data entry
New client fills out your intake form — a complete record is automatically created in your system. Documents organized, team notified, onboarding steps triggered. Zero manual entry.
30 minutes of manual intake per new client, 10 new clients per month = 5 hours returned to billable work every month.
Collect receivables without chasing
Unpaid invoices trigger a professional, automated follow-up at 3, 7, and 14 days. Personalized, firm, and stops the moment payment is received.
If you have $30,000 in outstanding receivables at any time, recovering 20% faster improves cash flow by $6,000.
The Advisory Operations Engine
Four automations. One complete client operations system.
- Speed-to-Lead Agent — respond to new client inquiries immediately
- Intake Form → CRM Pipeline — zero manual data entry on new clients
- Invoice & Payment Follow-Up — automated receivables management
- Weekly Reporting Bot — know your pipeline, billings, and outstanding amounts weekly
How it works
Three steps. Then it runs itself.
We build it
We configure every automation for your firm — your systems, your intake process, your communication standards. Nothing is generic.
It runs
From day one, the system handles follow-up, intake, reminders, reporting, and invoicing automatically. Your team focuses on the work that requires their expertise.
You grow
More clients converted. Less time lost to admin. Better visibility into your numbers. We monitor and optimise everything on an ongoing basis.
Your team's time is too valuable for manual admin.
Free 20-minute call. We'll identify exactly where your firm is losing billable hours to administrative work.