Microsoft 365 Outlook mail
Reads your intake mailboxes, pulls the attachments and sends receipt and flag emails from the agent's own mailbox. Access stays limited to those mailboxes.
Set up for youRetroworks / Plug-ins
Connects to the tools you already use.
Our agents work inside the tools your business already runs on. Works with Microsoft 365 (Outlook mail, SharePoint) and QuickBooks Online today. Google Workspace and others set up on request.
Every plug-in is set up for you.
Works today
In use today.
Mailbox search
A read-only search of your mailboxes, so an agent can find the thread it needs.
Set up for youSharePoint and OneDrive
Files documents into the right project folder and renames them to one standard. It moves files and never deletes them. See the SharePoint filing agent.
Set up for youQuickBooks Online
Drafts bills and bank bookings for your OK, keeps paid status and aging current and sends read-only reports from your books. See the QuickBooks agents.
Set up for youPhone line and call logging
Your business number rings your phone with a short whisper. Press 1 to take the call, or it goes to voicemail. Every call is logged in the lead portal. Our own number runs on it.
Set up for youLead portal web form
Leads from your website form land in the lead portal, in one place. See the lead portal.
Set up for youEmail intake
Emails to your business address become leads in the lead portal, for Google Workspace and Google Groups inboxes. A person reads and answers each one.
Set up for youOn request
Running on something else?
These aren't running for a client yet. We set them up when a business asks.
Google Workspace
Gmail and Google Drive, for businesses that run on Google instead of Microsoft 365.
On requestOther accounting systems
Keep your books somewhere other than QuickBooks Online? Ask on a call.
On requestOther tools
Tell us what you use and we'll tell you plainly what we can connect.
On requestHow it works
Set up for you. Access kept narrow.
- Book a call. Tell us which tools your business runs on.
- You give consent. An admin on your account approves access, limited to what the agents need, like specific mailboxes.
- We set it up for you. A custom setup for your business. Each agent's price is on the service menu.
The rules
Your tools stay yours.
Limited access
Mail access is limited to the mailboxes the agents use. Search is read-only.
Moved, never deleted
Files get filed and renamed. Nothing gets deleted.
A person approves
Nothing posts to your books until a person on your team says yes.
Your move
Want your tools working together?
Thirty minutes. Tell us what you run on and we'll show you what the agents can do with it. Prices are on the service menu.