Client documents, deadlines and reporting kept under control.
For finance teams and accountants who need less chasing, clearer reminders and better status visibility.
- Human approval
- No new computer
- On the tools you already use
Workflow ideas
Draft reminders for missing receipts, statements, IDs and forms.
Highlight urgent client tasks and filings.
Prepare status notes before calls or review meetings.
Summarise workload, blockers and follow-ups.
How we work
Control stays with you.
Tools you already use
The workflow embeds into the inbox, forms, sheets and CRM you already approve. No new computer on the desk.
Evidence before live
We map the repeating process and write the scope before anything goes live.
Human control stays
Client-facing and business-critical actions wait for a person. Draft first, then you approve.
Speech-to-text
Hungarian STT voice notes
For Finance and accounting, Hungarian STT notes can land in the matching segment Sheet STT columns. Client-facing replies still wait for human approval.
- Call voice notes can STT into finance Sheet STT columns; money movement stays human-gated.
Sheet fields: stt_note_raw, stt_note_clean, stt_note_summary, stt_source, stt_captured_at, stt_needs_human_review.
Next step
Book a free workflow review.
Describe one repeating process. We map people, tools and approval points, then send a practical next step.