Pricing
Calculate Your Automation ROI
See how much time and hidden revenue your business will save every single year by eliminating manual admin tasks.
Your Annual Value Recovery
Specialized Business Automations
High impact micro workflows engineered for every business type to eliminate repetitive grunt work, recover lost revenue, and scale operations.
Bank Statement PDF Converter
"Turn locked PDF bank statements into editable spreadsheets instantly."
Converts scanned or locked PDF bank statements straight into clean Excel and CSV spreadsheets ready for QuickBooks, Xero, or your custom template.
Saves bookkeepers and business owners 4 to 8 hours every week during monthly reconciliations.
Eliminates over $400 a month in boring data entry labor and cuts monthly closing time by 75 percent.
Automated Payment Reminder Flow
"Collect unpaid invoices two weeks faster on total autopilot."
An intelligent email sequence that gently reminds clients before, on, and after invoice due dates with simple direct payment links until your bill gets paid.
Saves 3 to 5 hours every week of manual invoice chasing and spreadsheet tracking.
Recovers 85 percent of late payments within 7 days, stopping bad debt and saving thousands in bank overdraft fees.
Client Document Chaser
"Stop chasing clients for missing files and receipts."
Friendly automated email and text message checklists that follow up with clients for missing documents, statements, and receipts until everything is uploaded securely.
Saves your team 10 hours per client every month during busy collection periods.
Increases your business capacity by 25 percent without having to hire extra junior staff, saving over $3,000 every month.
Receipt-to-Spreadsheet OCR
"Turn paper and digital receipts into clean expense logs."
Simple receipt tracking built for business owners. Just forward an email receipt or snap a photo on your phone to automatically pull vendor name, date, total, tax, and category straight into Google Sheets or QuickBooks.
Saves 3 hours every week of sorting through shoe boxes of paper receipts.
Replaces expensive receipt software while catching every tax write off to save over $1,200 annually.
Payout Settlement Reconciler
"Reconcile complex payment payouts into balanced journal entries."
Automatically breaks down complex online payout reports into clean monthly journal entries showing gross sales, refunds, processing fees, and reserves inside your accounting software.
Saves 5 to 10 hours per month for every merchant store you manage.
Stops costly accounting mistakes and saves $600 a month in specialized bookkeeping fees.
Automated Review Collector
"Turn every happy client into a glowing Google review."
Automatically sends a friendly text message with a direct review link right after a job or service is marked finished in your calendar.
Completely hands free review collecting with zero staff follow up calls required.
Adding 10 to 15 new Google reviews every month boosts your local search ranking, bringing in $2,000 to $5,000 in extra business monthly.
No-Show & Appointment Reminders
"Wipe out missed appointments and keep your calendar full."
Automated two way text message reminders with quick confirmation links that alert your staff immediately if a client needs to reschedule.
Saves front desk staff 2 hours every day of manual phone confirmation calls.
Preventing just two missed appointments per month pays for the software five times over, saving $300 to $800 monthly.
Failed Payment Recovery Engine
"Recover lost recurring subscription revenue from declined cards."
Detects failed recurring payments automatically and sends polite email and text message follow ups with direct links for members to update their card details.
Saves 5 hours every week of tracking down declined credit cards.
Recovers $1,000 to $4,000 monthly in recurring membership revenue that would normally be lost to expired cards.
Recurring Payment & Renewal Alerts
"Automate payment reminders and contract renewals effortlessly."
Sends friendly payment due notices, late payment alerts, contract renewal reminders, and records maintenance or support requests in one clean place.
Saves 4 hours every month of spreadsheet tracking and individual client messaging.
Eliminates late payouts and saves over $1,500 every year in software costs.
Automated Client Performance Reports
"Generate impressive monthly client reporting summaries in seconds."
Pulls your advertising, analytics, and performance numbers into clean monthly PDF summaries with easy to read insights for your clients on the first of every month.
Saves account managers 4 to 6 hours per client every month.
Gives your team time to focus on strategy and keeping clients happy, saving $1,500 monthly in admin work for every 5 accounts.
Automated Quote & Proposal Follow-Ups
"Win more sent proposals before competitors even respond."
An automatic 3 step text message and email sequence that follows up when you send a quote or proposal, answering common questions and offering instant booking links.
Eliminates manual quote tracking and persistent phone follow ups.
Closing just one extra proposal yields $1,500 to $5,000 in pure profit every month.
Instant Speed-to-Lead Responder
"Connect with new incoming leads within 60 seconds."
Triggers a fast personalized text and email to new inquiries within 1 minute so you start conversations while interest is highest.
Removes the stress of constantly checking your phone during meetings or personal time.
Reaching out in under 5 minutes increases conversion rates by up to 391 percent, closing 1 to 2 extra major deals a year for $10,000 to $25,000 in revenue.
Project & Contract Milestone Tracker
"Never miss a critical contract date or project deadline again."
Enter project or contract dates once and the system sends friendly countdown reminders to your team, clients, and partners for key milestones.
Saves 3 hours of manual calendar management and drafting reminders per project.
Protects high value contracts from falling apart due to missed timelines.
Event & Visitor Follow-Up Engine
"Turn event attendees and visitors into active clients overnight."
A simple digital sign in form connected to a friendly 3 part text and email sequence asking for feedback and sharing relevant services or listings.
Saves 2 hours of data entry and cold calling after every event.
Converts twice as many event visitors into active buyers and seller leads.
Post-Sale Review & Referral Engine
"Turn past customers into a continuous referral engine."
Automatically sends milestone anniversary notes, annual value updates, and polite review requests throughout the year after a sale completes.
Replaces manual CRM reminders and personal calendar notes.
Past clients make up 70 percent of repeat business, generating steady referral sales worth over $30,000 annually.
Inquiry Pre-Screening Questionnaire
"Filter out unqualified inquiries before spending time on calls."
Automatically answers new web or listing inquiries with a short friendly pre screening questionnaire to highlight serious, fully qualified prospects.
Cuts 80 percent of wasted phone calls with unqualified applicants.
Saves team members 15 hours on every listing or project intake.
Automated Market & Data Reports
"Deliver sleek monthly market updates to your audience on autopilot."
Gathers industry and market sales numbers into a clean monthly email update highlighting recent trends and inventory data.
Saves 4 hours every month of pulling data and writing emails.
Keeps your brand fresh in clients' minds so they call you first.
Waitlist Auto-Fill System
"Fill last minute schedule cancellations in under 60 seconds."
When a cancellation occurs, the system automatically sends a quick text to your waitlist offering the open spot to whoever replies first.
Stops front desk staff from spending 30 minutes dialing phone numbers for every cancellation.
Recovers $150 to $400 in direct revenue for every filled slot, bringing in $1,500 to $3,000 monthly.
Customer Recall & Reactivation Campaigns
"Reactivate inactive customers and fill your calendar without cold calling."
Checks your customer database for individuals who have not visited in 6 months and sends warm booking reminders with direct links to schedule online.
Replaces manual database reviews and expensive mailings.
Reactivates 20 to 40 overdue customers monthly, bringing in $3,000 to $10,000 in appointment value.
Post-Service Review Collector
"Collect steady 5 star Google reviews right after every service."
Sends a polite text message two hours after a service or visit asking how everything went and sharing a direct link to leave a Google review.
Completely hands free review collecting.
Drives local search ranking to attract new high intent clients consistently.
Multi-Location Revenue Recovery Suite
"Recover thousands in hidden leaked revenue across all your business locations."
Combines customer recalls, waitlist auto fill, no show prevention, review collection, and failed payment recovery into one clear dashboard for multi location groups.
Saves over 100 staff hours across locations every single week.
Recovers $15,000 to $50,000 per location annually in leaked revenue.
Custom Automation
"Bespoke workflow architecture built specifically for your unique business needs."
Tell us your specific operational bottlenecks or manual tasks. Configure your custom workflow to estimate real-time cost, hours reclaimed, and financial ROI for your team.
Reclaims 15 to 40+ staff hours every week across your unique operations.
Saves $1,500 to $10,000+ monthly in manual engineering, admin overhead, or lost opportunities.
AI & Automation Pricing
Invest in intelligent systems that scale your operations and drive predictable growth.
Your staff no longer drops what they are doing to answer the phone. Allows your team to focus strictly on delivering services.
Replaces a $40k/year human receptionist, saving you approximately $32k+ annually in salary, taxes, and benefits.
Automates the tedious, demoralizing task of manually following up with hundreds of cold leads.
Replaces the need for a $50k/year SDR and re-captures tens of thousands in previously sunk advertising spend.
You no longer need to constantly monitor your phone or inbox for new leads while in meetings or on a job.
Prevents immediate revenue loss to competitors. 5-minute response times increase conversions by over 100x.
Turns a grueling 3-hour weekly task of jumping between tools into a centralized 5-minute process.
Replaces freelance social media managers or copywriters, saving you $1,000 to $3,000 every single month.
Eliminates hundreds of hours of manual resume screening and back-and-forth scheduling emails.
Cuts out external recruiter fees (typically 15-25% of a hire's salary) and drastically reduces internal HR overhead.
Bypasses the typical 1-to-2 week wait time for human creators. Get ready-to-test ads in minutes with no revision delays.
Traditional creators cost $200-$1000 per video. Save $5k+ monthly on production costs while scaling ad volume.
Accelerates your automation deployment by months compared to trying to figure out the right tech stack internally.
Prevents costly implementation mistakes, wrong software choices, and wasted engineering hours.
Accounting Services Pricing
Choose the level of financial oversight that fits your business scale.
- Up to $250k Max Annual Revenue
- Up to 4 Accounts & 50 Transactions
- Cash or Accrual Basis
- Monthly Close & Bank Reconciliation
- Standard Financial Reporting
- Payroll Coordination & Support
- Audit Prep & Year-End CPA Handoff
- Everything in Core, plus:
- Up to $3M Max Annual Revenue
- Up to 5 Accounts & 200 Transactions
- Basic A/P & A/R Management
- Budgeting, Forecasting & Cash Flow
- KPI Tracking & Performance Analysis
- Process Improvement & Automation
- Dedicated Advisory Meetings
- Everything in Growth, plus:
- $1M - $5M+ Max Annual Revenue
- 6 to 10+ Accounts & 200-500+ Transactions
- Full-cycle invoicing and bill pay
- Multi-Entity & Consolidation
- Scalable Financial Systems
- Advanced Departmental Tracking
- Priority Direct-Line Advisory
- Historical Cleanup & Rescue: Starting at $1500
- ERP Selection & Implementation: Starting at $5000
- Data Migration & GL Architecture: Custom Quoted
- Specialized Strategic Projects
- One-off financial modeling
- Audit Readiness Sprints
Combined Packages
Tailored solutions integrating both advanced AI automation and elite financial management.
- Custom Autonomous AI Agents & Workflows
- End-to-End Bookkeeping & Financial Reporting
- Cash Flow Forecasting & Strategic Tax Planning
- Dedicated AI Engineering Team
- Fractional CFO & M&A Advisory
- 24/7 Priority SLA & Direct Access