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Accounting and bookkeeping
For cabinets that lose mandates to a slow first reply.
Seasonal and referral leads need a clear intake to proposal ladder. Slow firms lose the mandate. Own the chase so intake is booked within a business day.
Intake, proposal, and invoice on one client file.
How the work moves
- 01Inquiry
- 02Intake
- 03Proposal
- 04Mandate
Who works this mix
These apps and this AI Employee sit in the same workspace. Here is what each one is for.
App
Sales
Every enquiry becomes an owned file with a next step.
What they do
- A live pipeline, not a buried chat
- Follow-up with a named owner
- Visits and quotes on the same record
App
Finance
Quotes and invoices stay attached to the same work.
What they do
- Bill from the job, not from memory
- See what is unpaid
- Chase sits on the invoice, not in a notebook
App
Documents
Templates and files sit on the client record.
What they do
- Quotes and letters from approved templates
- No copy-paste between tools
- The file stays with the work
AI Finance Clerk
Ledger
Records transactions, prepares invoices, and keeps finance work organized on request.
What they do
- Prepare draft invoices ready for your review
- Flag overdue invoices that need a chase
- Log expense drafts so spend does not live in chat
- Prepare payment reminder documents before you send them
The mix that does the work
A cabinet is a mix: inquiries, intake, proposals, documents, and invoices. Books stay with the accountant. The workspace owns the chase.
Inquiries that become files
A referral or form is assigned before it sits in a shared inbox.
Intake with a checklist
What you need from them is on the file, not in a forgotten email.
Proposal on the same client
Scope and fee sit with the conversation that created them.
Documents on the record
Letters and signed packs stay with the client, not a side folder.
What changes in your day
A referral does not wait until Friday
Intake is scheduled or a next step is logged the same business day.
The proposal has a target
Follow-up is queued. The file remembers who went quiet.
Partners stop reconstructing from WhatsApp
Who asked, what was sent, what is open: one client file.
You invoice the mandate, not a memory
Billing sits with the same client as the proposal.
How the work moves
01
An inquiry arrives
Phone, form, or referral is named and owned.
02
Intake then proposal
Checklist and fee live on the client file.
03
The mandate closes commercially
Invoice follows the same record. Books stay yours.
Where it stops
Stops after proposal chase. Books stay with the accountant.
SagaSprint gives accounting firms a workspace built around intake and follow-up, not the ledger.
You pick the combination: follow-up, finance, tasks, stock, people, automation, and AI Employees. One workspace. The mix is the product.
Get your practice workspace running.