Accounting & Bookkeeping Template Agent · App

Chase the records you are still missing

Knows what each return still needs, asks the client for exactly that, and files it when it arrives.

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Ada Practice Assistant

Clawnify Lite

Chase what is missing and open anything due in three weeks

The user wants outstanding records chased per client and jobs opened before deadlines… Clawnify Read Checklist 1

Eleven clients are missing something. Next filing is due in nine days.

Clawnify Send Email 1

Message Ada...

/ commands thinking: high Enter send · Shift+Enter new line

Deadline And Chase · Opens the job, then asks for exactly what is missing 6 steps

Trigger 21 days before due
Code Open the job
AI Diff the checklist
Branch Days overdue
over 14 Approval Partner escalation under 14 Agent Send the reminder

Returns 6 records Fees in progress US$5,960 Add return

Records in 2 US$2,120

Year-end accounts US$1,800

Oakfield Ltd Ada Nkemelu

Self assessment US$320

J. Patel Ada Nkemelu

Preparing 1 US$940

Corporation tax US$940

Harbour Cafe Ben Roche

Review 2 US$700

VAT · quarterly US$280

Unit 14 Ben Roche

Payroll year-end US$420

Kingsway Lets Ada Nkemelu

Filed 1 US$2,200

Statutory accounts US$2,200

Meridian Offices Ben Roche

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

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Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

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More for Accounting & Bookkeeping

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Start the work before it is late Tracks every statutory date across the client book and opens the job in time to do it properly. Onboard a client without the back and forth Collects details, runs the checks, sends the engagement letter and sets up the client record.