Rosie for back office
Rosie runs the recurring back-office work: reports on a schedule, invoice follow-ups, and documents produced in your tools — logged line by line.
What she does
- Builds recurring reports from your accounting and docs tools, on your schedule
- Follows up on unpaid invoices with polite, approved templates
- Prepares documents and spreadsheets in Google Drive and Sheets
- Answers questions like "what is our A/R aging?" from your books (QuickBooks — coming soon)
- Creating records in your accounting tool is a separate switch you turn on
Works in
Xero, QuickBooks Online (coming soon), Google Drive & Sheets, Airtable