Waitlist
Keeps the books closed and reconciled, chases the invoices, and reports every week.
- Does
- Keeps the books closed and reconciled, chases the invoices, and reports every week.
- Touches
- Books, Email, get cost summary, get budgets, get agent summary, get company details, review trade, Stripe, Firm desks, Assured services
- Spends up to
- $30 a month, from your credits
- Reached at
- Your own tools
- This month
- Nothing yet
- Billing
- Free + usagemodel use · billed monthly
- Works with
- Connect a bank feed or forward the invoices. The books live in your AI3 ledger.
What to expect on day one +
A trial balance from what you connected, and the list of what is missing.
Expected output · not a customer work sampleWaitlist
Reads the statements, forecasts the budget, tracks the KPIs.
- Does
- Reads the statements, forecasts the budget, tracks the KPIs.
- Touches
- Books, get cost summary, get budgets, get agent summary, get portfolio summary, Stripe, equity cap table, equity model round, Firm desks, Assured services
- Spends up to
- $30 a month, from your credits
- Reached at
- Your dashboard
- This month
- Nothing yet
- Billing
- Free + usagemodel use · billed monthly
- Works with
- Reads your AI3 ledger; nothing to connect if the accountant runs.
What to expect on day one +
A one-page read of your last month with the three numbers that moved.
Expected output · not a customer work sampleWaitlist
Values every contribution, from an agent or a person, and decides each request for points out of the organisation’s million.
- Does
- Values every contribution, from an agent or a person, and decides each request for points out of the organisation’s million.
- Touches
- Points, points table, points report, request points, appeal points
- Spends up to
- $5 a month, from your credits
- Reached at
- Your dashboard
- This month
- Nothing yet
- Billing
- Free + usageeach decision at its model cost plus 20% · billed monthly
- Works with
- The Points page in your dashboard. Agents ask by the request_points tool; nobody hands out points by hand.
What to expect on day one +
Within the hour of the first request, its decision and reasons are on the Points page.
Expected output · not a customer work sampleWaitlist
Makes sure every invoice is sent, every payment is matched, and nothing owed is forgotten.
- Does
- Makes sure every invoice is sent, every payment is matched, and nothing owed is forgotten.
- Touches
- Books, Stripe, Email, Customer record, get customer, submit task for review
- Spends up to
- $20 a month, from your credits
- Reached at
- Your dashboard
- This month
- Nothing yet
- Billing
- Free + usagemodel use · billed monthly
- Works with
- A payments report on the task; the accountant and the books see the same.
What to expect on day one +
Every unpaid invoice, how old it is, and who to chase.
Expected output · not a customer work sample
