Karbon, Canopy and Gmail stay in place. Automola connects the handoffs around them, runs the workflow you approve, and leaves a receipt your team can open.
30% of a bookkeeper's time goes to waiting on clients and chasing the documents they forgot to send
The work cannot start until the client sends the paperwork, and the reminder is one more thing on your plate. Sarah does the chasing — politely, on schedule, evenings included — and Atlas keeps the deadlines moving, so the season stops running on your nerves.
Client care. New engagements. The close calendar. Document chasing. The work between the returns is where the days disappear — different managers catch different ones.
Bring the software you already use. If a tool has an API, webhook, integration, or exportable signal, Automola can run a coded workflow across it. What’s below is a starting point — not a limit.
Jobs, leads, inboxes, reviews, calendars, service history, APIs, and workflow triggers you already have.
Research a lead, move a job, draft a reply, update a deal, ask for a review, call an API, or run a webhook — from one workflow.
Public replies, access changes, new promises, and customer-sensitive messages wait for your word before anything risky goes out.
Invite the people who already help run bookkeeping & accounting. Each person sees the work, receipts, and approvals you assign.
The company moves without becoming a free-for-all.
Every action links back to the message, job, customer note, or source record behind it.
Risky moves arrive as one card: the situation, the recommendation, and the draft.
Inside the line you set, managers handle the repeated work and log it.
Pause a workflow, change a rule, or route the decision to someone you trust.
Your rules decide what runs, what waits, and who can approve it. Your data stays in your accounts, read to do the work, never sold, never used to train anyone else’s system.
Sarah does the document chasing — politely, on schedule — so you are not the one nagging clients for the statement again. Nova follows up on the proposal that's been sitting since the consult. Atlas keeps the close calendar moving when a client drops their docs late. Pico keeps current clients answered before a question snowballs into a back-and-forth. You hire managers by function — Pico, Sarah, Nova, and Atlas — and they run the routine across the tools you already use, bringing you only the decisions that need your word.
The recurring work that keeps pulling you back in, across follow-up, clients, new engagements, and the close calendar. Routine actions run on their own inside your rules; anything sensitive — a public reply, access change, new promise, or customer-sensitive situation — is drafted and held for your word.
The software you already run, including Karbon, Canopy, Gmail, and HubSpot. Your tools stay in place — Automola connects the handoffs around them and leaves a receipt for every action.
You do. You set what each manager may do and what needs your approval; public messages, access changes, new promises, and sensitive replies wait for an Approve or Hold. Every action leaves a receipt you can open, and you can change a rule or pause a workflow any time.
It is free during the invite-only private beta — we onboard ten companies a week, and a real person helps set up your company in its first month. Paid pricing is per manager, never per seat, and arrives when we open to general access.
Connect Karbon, Canopy and Gmail and the rest of the stack you already use. Choose the workflow that keeps pulling you back in, set the approval rules, then let the work start moving.