Back-office agents take over the copy-and-paste work that eats your team’s week. They read documents, pull out the right details, enter them into your systems, check them against what’s already there, and flag anything that doesn’t match.
What the agent handles
- Reading invoices, receipts, purchase orders and intake forms
- Entering data into QuickBooks, Xero, your CRM or spreadsheets
- Matching invoices to orders and payments
- Polite reminders for unpaid invoices
- Weekly and monthly reports prepared automatically
- Exceptions flagged for a person to review
Who it’s for
Accounting firms, distributors, contractors, property managers and any team re-typing the same information into several systems.
Getting started
We time the tasks your team does by hand today, pick the ones with the biggest payoff, and build the agent with approval steps wherever money or records are involved.