Winning clients is only half the job — the other half is not losing what you win to retyping, shoebox bookkeeping, and busywork. Set up your Company Memory once, then free tools in order: capture clean data, make the categorization calls once, get the books tax-ready, and find the next hours to hand to AI. Everything runs in your browser or your AI assistant; nothing is stored.
Set these up once. Your Company Memory, chart of accounts, and roles map become the shared profile the back-office tools below read — so they sort, categorize, and delegate against your actual business, not a generic template.
Paste the messy email, transcript, or note; get one clean structured record for your spreadsheet or CRM. The retyping tax on every job — gone.
Feed it last year’s books or one statement; it drafts your chart of accounts and vendor rules, and an AI accountant flags the judgment calls that move your taxes.
Drop every card and bank statement; it sorts each charge into your own accounts, splits business from personal, and builds a P&L by business line — statements never leave your browser.
Describe the repetitive tasks eating your week; get a scored teardown of what to hand to AI first, why, and the one step to take this week.
Answer a few questions about your business; get a finished 'chief of staff' system prompt — personalized to your tools, your VIPs, and your voice — that you paste into a Claude Code Routine (or a Cowork Scheduled Task) so a ranked morning brief lands before you're awake. It drafts and offers; it never sends on its own. The builder connects to none of your tools and stores nothing.
Paste the vendors that keep landing in the wrong bucket and get one durable rule each — account, business vs personal, deductibility note — saved to your Company Memory. Runs in your browser; nothing stored.
Describe a role to fill; get a plain-English job description plus an interview scorecard — must-haves vs nice-to-haves, discriminating questions, red flags. Runs in your browser, nothing stored.
Describe how you actually do a recurring task — ramble or paste a voice-note transcript — and get a clean numbered SOP with roles, tools, checkpoints, and a "done when" test. Reads your Company Memory; runs in your browser, nothing stored.
Paste a month of transactions or category totals and get a plain-English P&L snapshot — what made money, what leaked, and the three anomalies worth checking. Runs in your browser; nothing stored.
Describe a new hire or new client and get a day-1 / week-1 / month-1 onboarding checklist — every item with an owner from your team and a plain "done when" line. Runs in your browser, nothing stored.
Paste a contract; get the plain-English breakdown — obligations, key dates, auto-renewals, risk flags, and the questions to ask before signing. Not legal advice. Runs in your browser, nothing stored.
Paste your balances and money in/out; get a plain-English runway peek — weeks of cushion, the crunch dates coming, and three levers to pull first. Runs in your browser, nothing stored.
Describe a rule — or paste a dense policy — and get the plain-English version your team understands plus a clean draft. Runs in your browser, nothing stored; a draft you confirm, not legal advice.
Paste messy meeting notes or a transcript; get the decisions, action items with owner and due date, open questions, and a paste-ready recap. Runs in your browser, nothing stored.
Paste your open invoices; get a ranked chase plan plus a firm-but-warm reminder draft per aging bucket, in your voice. Reads your Company Memory; runs in your browser, nothing stored, never sends.
Paste the raw updates from your team — or your own scattered week — and get one crisp update: wins, blockers, priorities, and the asks that need a decision, in your voice. Runs in your browser; nothing stored.
Paste your year so far and get an accountant-ready handoff: what's documented, what's still missing (marked [confirm]), and the questions your CPA will ask. Runs in your browser; nothing stored.
Paste an SOP and get a trainable module — learning goals, a guided walkthrough, a practice task, a 5-question check, and a sign-off checklist. Runs in your browser; nothing stored.
Describe a repeatable job and get a ready-to-paste tracker — stages, fields, statuses, and a weekly review ritual for Google Sheets, Airtable, or Notion. Runs in your browser; nothing stored.
Paste your offers with price and rough cost — or read your Offer Library — for margin per offer, where you're underpriced, and three pricing moves with tradeoffs. Rough estimates you confirm; runs in your browser, nothing stored.
The hours these tools hand back are the hours that win the next customer. Win Clients → is the other half of the path.
