Finance Automation
Automate Customer Support for Finance
Save hours every week on customer support. Automate the repetitive work so you can focus on your finance business.
Why finance professionals struggle with customer support
Support requests pile up
Finance customers expect fast answers. But your team can only handle so many tickets, and the backlog keeps growing.
After-hours inquiries go unanswered
When a customer needs help at 9 PM, they're not waiting until morning. They're finding someone else who can help them now.
Repetitive questions drain your team
80% of support tickets ask the same 20 questions. Your skilled team members spend their day on autopilot instead of solving real problems.
How it works
Set up in 15 minutes. No coding required.
Connect your tools
Link your QuickBooks and other tools in a few clicks. No coding required.
Set your preferences
Tell us how you want to automate customer support. Use plain English, not complicated rules.
Let it run
Your customer support automates automatically, 24/7. You get notified when something needs your attention.
Frequently asked questions
Everything you need to know about customer support automation
Ready to automate customer support automatically?
Join thousands of finance professionals who save hours every week.
No credit card required. 100 free actions.