The invoice you meant to follow up on three weeks ago. The month-end close that swallows a Saturday. The client P&L you re-key out of QuickBooks every quarter because nobody ever built the report. That's the tax on running a small firm with no developer on staff — and it comes straight out of your realization rate.
Describe the work in plain English — "chase every invoice past 30 days, pull each client's P&L on the first of the month, flag anything that doesn't reconcile" — and InTouch AI builds the workflow, runs it on your schedule, and tells you exactly what InTouch AI found. No scripts. No per-task bill. And the client financials never leave your server.
InTouch AI lives on your own computer, not someone else's cloud. Your clients' numbers, files, and logins never leave your office — they never go anywhere, so nobody else can see them. That's the line a cloud service like Zapier or Make can't cross, and it's why a firm handling sensitive financials can actually use this.
Everything below is a real, ready-to-run automation you install with a click and point at your own books — your client list, your ledger, your dollar thresholds. You adjust it to how your practice works and check it before you rely on it. And nothing client-facing goes out on its own: every reminder and statement is yours to review and send.
Nobody enjoys writing the "just following up on invoice #1047" email, so it slides. Receivables age, cash flow tightens, and the follow-up that should have gone out at day 30 goes out at day 75 — if at all. A firm that chases on a schedule collects faster.
The first week of every month is the same ritual: export the reports, build the client packs, reconcile, email each one. Hours of repetitive assembly that looks identical to last month — because it is. It's the definition of work a machine should do.
Twelve QuickBooks companies, three on Xero, a couple still on spreadsheets. Pulling a consistent P&L or AR-aging across the book means opening each one by hand. There's no single view because nobody's had time to build it.
1099s in January, 941s quarterly, sales-tax filings by state, estimated payments, extensions. Miss one and it's a penalty and an awkward client call. The calendar is only as good as the person who remembered to put it there.
Describe the question, get a structured answer. Paste the input, read the result. Nothing to configure beyond your AI provider credential — or point it at a local model so nothing leaves the office at all.
Feed InTouch AI two periods — or a book balance and a bank balance — and InTouch AI returns a plain-language breakdown of what moved and the likely reasons: timing differences, uncleared items, reclasses to check. A first-pass narrative for your review, not a substitute for tying it out.
Give InTouch AI the invoice, the age, and the relationship ("gentle," "firm," "final notice") and InTouch AI drafts the collection email in the right tone. You read it and send it. It writes the awkward part; the send button stays yours.
Scheduled or trigger-driven. Each one reads a source you already have — a QuickBooks/Xero export, a Google Sheet, or SQL against your practice database — does the work, and drops a digest in the channel you live in. It runs whether the first week of the month is busy or not.
Reads your AR-aging export (or SQL against the ledger), buckets invoices at 30/60/90+ days, and sends you a daily worklist plus a ready-to-review reminder draft per client. You approve and send. Receivables get chased on a cadence instead of when you remember.
On the first business day, pulls each client's P&L, balance sheet, and AR-aging, assembles a per-client PDF pack, and drops them in a dated folder — or emails each partner their assignments. The Saturday assembly job, done before you sit down.
A weekly cross-book rollup: cash position, AR/AP totals, and month-to-date revenue for every client on one screen. Reads the exports or hits the database directly. The single view of the whole book you never had time to build.
Reads a Deadlines Sheet (1099s, 941s, sales tax by state, estimates, extensions) and alerts the responsible staffer at 30/14/7/1-day windows. Miss-a-filing turns into a nudge you can't ignore, not a penalty you explain later.
Grab the free Personal edition of InTouch AI and run it on the office server or a partner's laptop. Browse the InTouch Hub, pick the skills and workflows you want, click Install. No scripts to write, no consultant to hire.
Each workflow ships with placeholders — client list, folder paths, ledger connection, dollar thresholds. Read the README, fill them in, point it at your exports or database. Verify a run does exactly what you expect before you schedule it.
Attach a daily, weekly, or first-of-month schedule and walk away. InTouch AI runs it, pushes the pack or worklist to your channel — email, Slack, a folder — and logs every run. When an export format shifts or a token expires, InTouch AI reads the failure, fixes what InTouch AI can, and tells you why. As a workflow earns your trust, dial it from AI-driven toward fully deterministic: same result every time, zero per-run AI cost, fully audited.
Straight talk. No surprises after you install:
Personal edition is free. Install it on the office computer, point it at your exports or ledger, and let it chase the receivables, build the month-end packs, and watch the filing calendar for you. And because it all runs on your own computer, your client financials never leave your office — nobody else can see them. That's the one thing a cloud tool can't promise a firm.