Automation that protects margin and saves time.

Reduce manual follow-ups with owner-controlled automation that keeps your team in command.

Cash Flow Autopilot

Trigger reminder cadence, risk flags, and owner approval gates before sends.

Estimate Follow-up Cadence

Consistent follow-up sequence with optional upsell blocks to lift conversion.

Webhook Retry Queue

Recover failed events with clear retry/backoff visibility and one-click retry.

Fix My Day Actions

Generate and apply same-day operational suggestions from command center.

Onboarding Wizard

Guided setup flow that gets new companies live faster with less churn risk.

Operational Guardrails

Approvals, signals, and visibility that keep automation safe and predictable.