Ops that finally stops falling through the cracks.
Invoices out the same day the work is done. Overdue chased without you playing bad cop. Proposals drafted before the client forgets you called.
The Operations Manager handles the money-in, money-out, and record-keeping side of a service business. Proposals, invoices, payment reminders, bill tracking, client records — all from your real data, with a mechanical approval gate that prevents anything from going out until you've seen it.
From your ask to delivered work — watch it happen.
Invoice from your own numbers, sent with the PDF; polite follow-ups on autopilot up to day 7, anything firmer only with your approval — and one click to record the payment.
- 01You askType or speak the task in plain language
- 02It worksLive stream of every step, reasoning and tool call
- 03You get the resultThe finished deliverable — review, one-tap to ship or edit
What it does, in three examples.
Illustrations of how the agent works — not results from a customer.
You mark a website project complete and message: 'Invoice Prism Digital — monthly retainer plus this month's extra hours.'
Looks up the Prism Digital client record, pulls the retainer rate and the logged extra hours. Builds the line items, applies your standard net-14 terms, renders a branded PDF, and queues it for your approval.
Invoice ready for your approval. One tap to email it directly to the client — logged in the decision trail.
Two clients haven't paid at 18 days. One at 32 days.
Drafts tier-matched reminders: a polite first nudge for the two newer ones, a firmer second follow-up for the 32-day case. Each draft references the specific invoice number and amount. Asks your approval before sending any of them.
Three draft emails queued by urgency. You review, tap approve — or soften the tone on the firm one. Either way, they go without you composing them.
A client asks for a proposal: 3-month retainer for social and email, starting next month.
Loads the client record, pulls your standard retainer rate and T&C from settings. Builds the proposal with correct line items, payment schedule, and scope. Renders a branded PDF. Cannot send until you approve — the approval gate is in code, not a prompt.
Proposal PDF ready. Preview link sent to your Telegram. Approve or request changes before it reaches the client.
Under the hood.
Invoice generation
Branded PDFs from structured job data. No templates to maintain.
Client records
A clean CRM-lite that updates itself from jobs and invoices.
Bill tracking
Extracts bills from email, categorizes, flags duplicates.
Reconciliation
Matches payments to invoices automatically.
Overdue chasing
Progressive reminder tiers, always with your approval.
Inventory
Tracks stock, flags low levels, prompts reorders.
Anomaly alerts
Catches missing invoices, forgotten clients, stale jobs.
Month-end checklist
Generates the end-of-month report you keep meaning to run.
Job lifecycle
Quotes → jobs → invoices → paid — nothing falls through.
You decide. The agent executes.
Bring the Operations Manager on board.
14 days free · no card. Talks to you in the dashboard or on Telegram. Asks before it spends.