Monthly books, predictable process.
A simple onboarding checklist, clear follow-ups, and one inbox.
Plans
Example plans you can edit.
Process
{
"heading": "Important",
"items": [
{
"q": "Advice",
"a": "This site provides general information only and is not financial advice."
},
{
"q": "Sensitive data",
"a": "Avoid sending account numbers or sensitive files over SMS/email; we will provide a secure method if needed."
}
],
"style": {
"motionPreset": "fade-up",
"motionDelayMs": 180
}
}Request onboarding
Tell us your business type and timeline.