Organized by outcome rather than department, because nobody wakes up wanting "a finance workflow" — they want the close done and the cash position known. Each one links to a full write-up.
Getting the books shut, reconciled, and explained — and staying ready for the accountant all year rather than scrambling in March.
month-end-prepReconciles the books against every processor, surfaces missing or mismatched entries, and writes a plain narrative of the month.
close-monthThe full close: books reconciled against every processor, mismatches surfaced for review, and the month explained in words.
tax-prepTallies income and expenses for the year, identifies every 1099 contractor, and packages the whole thing for your accountant.
tax-season-organizerCalculates quarterly estimates and 1099 totals through the year, sorts payees, and keeps a clean handoff ready rather than assembled in a panic.
What the balance will be in thirty, sixty and ninety days — and which weeks are going to be tight before you get there.
cash-flow-snapshotModels cash 30, 60 and 90 days out with confidence bands, and names the weeks where it runs tight.
month-heads-upMaps the next 30 days week by week, flags the dips early, and shows best and worst case rather than a single number.
plan-payrollAnswers whether the wage run can be met, scores what's owed to you, and drafts the chase emails if it's short.
Collecting what you're owed without spending your evening writing awkward emails, and without damaging the relationship.
invoice-chaseScores each customer good, occasional or repeat-late, matches the tone of the reminder to that score, and drafts everything without sending anything until you approve.
Which work actually made money, whether you're charging enough, and a readable picture of the business on a daily, weekly and quarterly rhythm.
margin-analyzerWorks out unit economics for every product or service, benchmarks against your sector, and models three what-if price scenarios.
price-checkMaps profit per product line, runs three pricing scenarios side by side, and sense-checks them against sector benchmarks.
business-pulsePulls cash, sales, pipeline and diary into one morning read, says what changed since last time, and names the single most important move today.
monday-briefReads the week ahead across cash, sales, pipeline and diary, then sets the three things that actually matter.
friday-briefCompares revenue against last week, logs the wins, and flags what to watch — posted to Slack automatically if it's connected.
quarterly-reviewPulls the full quarter's revenue, margin and customer health, reads the trends, and writes a board-ready narrative.
Knowing who to call today, keeping the CRM honest without manual entry, and getting marketing out the door on a schedule.
lead-triageScores every lead by engagement, fit and urgency, surfaces the top five, and prepares a line of context for each call.
call-listWeighs engagement and fit, picks today's five hottest, and prepares what to say on each one.
sales-briefReads top and bottom sellers, picks what to push and what to drop, and lays out a two-week plan.
crm-maintenanceKeeps contacts and deals current, attaches calls and emails to the right records, and flags deals that have gone quiet.
crm-cleanupScans for stale records, duplicates and gaps, flags what needs fixing, and only changes what you approve.
content-strategyReads what's actually selling, picks the angle worth promoting now, and plans a prioritized 30 days.
canva-creatorBuilds the posting calendar, writes captions for every slot, and generates on-brand visuals.
run-campaignReads sales to pick what's worth pushing, writes the brief and the copy, and stages the assets ready to launch.
Contracts, hiring, customer problems, and the meta-work of deciding what to hand off first.
contract-reviewReads a contract clause by clause in plain words, rates every risk by severity, and returns a redline you can negotiate from.
review-contractReads clause by clause, rates risks by severity, and marks the document up for action. Covered by the same write-up as contract review.
job-post-builderWrites the post with role, must-haves and the sell, builds interview questions with a scoring rubric, and drafts the offer letter.
customer-pulsePulls tickets, disputes, reviews and email together, finds the recurring themes, and names three fixes worth doing now.
customer-pulse-checkGathers tickets, disputes and reviews, themes what's recurring, and drafts a reply template per theme.
ticket-deflectorReads the ticket and pulls the order and status, drafts a tone-matched reply, and gates any refund behind your approval.
handle-complaintPulls the order, history and status, drafts a calm on-tone reply, and names the operational root cause behind it.
smb-onboardConnects the tools you actually use, runs a demo on your own data, and captures your business context so everything after it knows who you are.
smb-routerReads what you actually need from plain English, picks the right one of the 31, and walks you through it step by step.
Thirty-one is a lot to look at. Almost everyone starts in the same place — the close — because it is the one that is costing you evenings right now.