The flagship — WhatsApp assistant
Your office is
wherever your phone is.
Invoice a client from one sentence. Turn a job site walkthrough into a written quote. Ask what you're owed at a red light. No app to install — it's the chat window you already use all day.
Two-minute setup from Settings after you sign up
One message. Client matched, tax applied, nothing sent without your OK.
Plain sentences in. Finished paperwork out.
No commands to memorize. Say it the way you'd say it to a person — the assistant works out the client, the amounts, and the tax, then shows you everything before it moves.
Invoice in a sentence
“invoice dave 2k for the deck repair”
The client is matched from your book, HST is applied for their province, and you get the full preview. Nothing sends until you say send.
Job site to quote
“new visit sarah” · photos · voice notes · “done”
Everything you capture is kept as evidence — even what you said on video is transcribed. The written summary and a priced draft quote are waiting before you leave the driveway.
Money questions, straight answers
“what's outstanding?” · “who's overdue?”
Receivables, overdue invoices and who owes what — and a drafted follow-up email you approve before it goes anywhere.
Receipts become tax credits
photograph the receipt at the checkout
Vendor, amount and GST are read off the photo, categorized for your books, and tracked as an input tax credit for filing time.
It proposes. You approve.
A chat bot near your invoices should make you nervous — so this one is built not to act alone. It drafts; nothing is created or emailed to a client until you confirm it, and the same tax engine and checks run whether an invoice comes from the portal or from a message. Everything it makes lands in your portal exactly as if you had typed it there, and it can only ever see the one account you linked.