Invoicing & payments
Sends invoices, tracks who's paid, and follows up on past-due balances so you're not chasing money.
AI agents for small business · Sacramento to SF
The computer side of your business, handled.
We set up AI agents that plug into the apps you already use and run the day-to-day for you: invoices and payment follow-ups, leads, scheduling, the books, reports, the inbox and texts. They log in, do the work, and keep your team in the loop.
Book a free 30-min consult30 minutes. No pitch deck. Just bring one problem you want gone.
Works with the apps you already use
- Calendar
- QuickBooks
- Square & POS
- Your CRM
- Slack
- Text messages
- Phone calls
You didn't start a business to do paperwork.
Invoices. Timecards. Sales tax. The lead nobody called back. The inbox. It all lands on you after hours.
Today's AI agents can do a lot more than chat. They can work your software, send the follow-up, reconcile the numbers, and coordinate your crew. We set them up around how your business actually runs, so the computer work gets done without you.
What we do
What we can take off your plate
Pick one or pick them all. Each agent connects to the tools you already pay for and handles the job from start to finish.
Sales & lead follow-ups
Answers new inquiries fast, follows up with leads and past customers, and keeps your CRM up to date.
Scheduling & crew
Books appointments, checks timecards against the schedule, and keeps your team coordinated over Slack or text.
Bookkeeping & taxes
Pulls sales from your POS, cross-checks QuickBooks, preps the numbers, and gets tax filings ready on time.
Reports & morning summaries
A plain-English rundown every morning: what came in, what's due, what needs you today.
Inbox, texts & calls
Sorts the inbox, drafts replies, handles routine texts and calls, and flags only what actually needs you.
Running your software
The clicking, copying, and data entry between systems. If you do it on a screen, an agent can usually do it for you.
Process mapping & improvement
We map how work really flows, cut the wasted steps, then automate what's left. Lean and Six Sigma, applied to your back office.
The honest line
What we can't do: be there in person.
We won't serve your customers, make the sandwiches, build your product, or pack the box. That's you and your crew.
But if it touches
- a computer,
- a text,
- or a phone call,
we can handle it for you.
It's not always about the hours.
Sometimes the win isn't time saved. It's the one task you dread every month: the logins, the screens, the math you keep putting off.
Maybe it only takes 30 minutes. It still hangs over you. We take that step completely off your hands, so it's done and off your mind.
How it works
-
1
Free call 30 min
Tell us what's eating your week. We'll tell you straight whether AI can help.
-
2
On-site assessment Credited toward your build
We map your workflows, find the steps worth taking off your plate, and decide together what the AI can read, draft, send, and pay.
-
3
Setup: your AI new hire
We connect your agents to your apps, give each one only the access its job needs, and test them on your real work before they go live.
You keep the authority. The AI does the work.
- ApprovalsPayments, deletes, and outgoing messages wait for your OK until you say otherwise.
- CapsSpend and volume limits are built in from day one.
- Stop switchOne switch pauses everything, any time.
Two ways to work with us
Same setup either way. The difference is who runs it after.
Option 1
Set up and teach
We get you set up, teach you how to use it, and you run with it. Good if you like to stay hands-on and want to own it yourself.
- Agents connected to your apps
- Hands-on training for you and your team
- You run it from there
Option 2
Done-for-you and managed
We set it up to do as much as you want, then manage it every month so everything keeps running smoothly.
- Month 1: it reads and drafts. Month 2: it sends after you tap approve. Month 3+: it acts on its own within your limits.
- A weekly plain-English "what your bots did" recap
- We tune it and add new jobs as you grow
Real example: Alex's Bagel Shop
It already runs a real back office.
Alex's Bagel Shop grew from $400K to $1.2M a year, and its back office now runs on a supervised AI team. Here's what that looks like (details redacted):
Scheduling
A weekly audit compares Square timecards against the crew schedule and flags a missed clock-out. Approve the note, done.
Books & tax
It figures the meals tax from Square sales, cross-checks QuickBooks, and queues the filing for approval.
Chief of staff
It watches the inbox for important mail and writes a morning summary, with reply drafts ready for review.
Follow-ups
A claim gets no reply in 7 days, so it drafts the follow-up and you approve and send.
Real routines, running every week.
Hi, I'm Anatoliy.
I spent 10 years as a manufacturing engineer at L3Harris, working on optics systems for Navy programs. I held a DoD Secret clearance, did Lean and Six Sigma work, and wrote over 1,000 work instructions. That job came down to one rule: map the process, then make it run the same way every time.
Then I became COO of Alex's Bagel Shop. We grew revenue from $400K to $1.2M, tripled the crew, and I ran the books, payroll, and taxes myself. Now the shop's back office runs on AI agents I set up and supervise.
I bring that same approach to your business: map how the work really flows, fix it, then hand the computer work to AI that runs it the same way every time.
- 10 yrsManufacturing engineer, L3Harris
- $400K → $1.2MRevenue growth as COO, Alex's Bagel Shop
- 1,000+Work instructions written
- B.S. Mechanical Engineering, UMass Amherst · Certified Lean Green Belt · Based in Sacramento, serving Sacramento to SF
FAQ
What can it actually do?
If it happens on a computer, a text, or a phone call, it's on the table: invoicing and payment follow-ups, lead and customer follow-ups, scheduling and crew coordination, bookkeeping prep and tax filings, reports, the inbox, and the clicking between apps. On the free call we'll figure out what fits your business first.
What tools does it work with?
The everyday ones: email, calendar, QuickBooks, Square and other POS systems, CRMs, Slack, texting, and phone. Our own shop runs on Gmail, Square, and QuickBooks. Use something else? Ask on the call.
Is there anything it can't do?
Anything in person. It won't serve your customers, make the food, build the product, or pack the box. Everything around that, on a screen or a phone, is fair game.
Will the AI send emails or pay bills without me?
Not unless you say so. Payments, deletes, and outgoing messages wait for your approval at first. Trust grows in stages, and you decide when.
Does it get access to everything?
No. Each agent gets its own accounts where possible and only the access its job needs. There are caps and a stop switch.
How do I know what it did?
You get a weekly plain-English recap, checked against records the bot can't change, like your sent mail, QuickBooks, and Square.
How much does it cost?
The call is free. The assessment counts toward your setup.
Where do you work?
Sacramento to the SF Bay Area. Assessments are on-site.
Got one problem you want off your plate?
Book 30 minutes. Tell me what it is. I'll tell you straight if AI can handle it.
Book a free 30-min consult