Operations agent
Answers questions about jobs, revenue, and reps.
Acts
- Fix an attribution
- Email a rep
- Open a follow-up
Guardrails
Field software stays untouched. Every answer scoped to the viewer.
Agents
They read your systems, propose the next step, and act once you approve.
How it works
Reads the systems you already run on, not memory.
Proposes
Spells out the exact change in plain English first.
Approve or Reject, one action at a time.
Written to the system, logged, and reversible where possible.
Meet the agents
The shield marks anything that waits for your approval.
Answers questions about jobs, revenue, and reps.
Acts
Guardrails
Field software stays untouched. Every answer scoped to the viewer.
Finds what is off, fixes it with your approval.
Acts
Guardrails
The QuickBooks write is admin-only and confirmed on screen first.
Explains an owner's own numbers, never invents one.
Acts
Guardrails
Closed months only, scoped to that client's company.
Answers from your own documents and books callbacks.
Acts
Guardrails
It says "I don't know" and names a person rather than guess.
Drafts friendly, bilingual follow-ups on overdue invoices.
Acts
Guardrails
QuickBooks, Gmail, and the CRM stay untouched. Nothing sends unapproved.
Watch one work
Ask what is still uncategorized, then tell it to fix something.
Bookkeeping agent
Works the month like a bookkeeper: finds what's off, fixes it with your approval, reports to the client.
Safeguards
Anything consequential stops on an Approve or Reject card.
Each person sees only their own numbers and their own company.
It only states numbers from a tool result, or says it does not know.
Changes are rare, scoped, and approved.
Pasted text is checked before it reaches the agent.
Usage is tracked, with a monthly ceiling.
Built on real work
Anonymized by industry.
specialized agents
jobs synced
how-to guides
FAQ
No. Anything consequential stops on an Approve or Reject card, and every action is logged.
Only what we wire up on purpose: QuickBooks categories, the portal's own records, and email you approve.
A wrong proposal is a rejected proposal. If a write goes through, the log shows the change and it is reversed the same way.
Book a call
A 30-minute call and a written recommendation naming every read, write, and approval.
No rip-and-replace. You approve every action.