Max AI + Projects
Max sees what needs you and keeps every project moving.
Max on every page
Flags what needs you, drafts the next step.
- You decide
- You approve every payment
Max
Max · on BillsTwo bills need you first.
Office supplierFor approval$12,480.00Print shop · BILL-2179No account to pay from$1,905.40Freight carrierPayment required$8,214.75Data vendor · BILL-2165Possible duplicate$740.00Drafted for you
Pick the account for BILL-2179DiscardApproveMax on every page
InboxTreasuryBooksPeopleProjectsUp next
One list, ranked by what’s due and what needs you now.
- Urgent mail first, even mail you have not opened
- Each with Max’s reason
Up next
Ranked by what’s due and what needs you
1Print shop invoice$1,905.40Mail2Insurance renewalDue in three daysProject3Month-end closeTwo steps waitRoutine4Data vendor quoteReply this weekMailMax’s reason
Print shop invoiceUnopened, and it is moneyInsurance renewalThe broker’s quote arrivedMonth-end closeTwo steps wait on youData vendor quoteYou said you’d reply this weekRoutines
Set up once, reopened every month.
- Every area runs the same steps, every month
- Max, our AI assistant, guides every area, suggests routines, tracks key projects
Routines
Set up once
Month-end closeReopened every month, steps and allEvery monthContractor payoutsReopened every monthEvery monthSuggested by Max
New-hire onboardingPeopleDiscardApproveMonth-end close
Steps5Its steps, every month
Bank transactions matchedCard transactions matchedBills entered in the booksPayments categorizedMonth closedProjects
Work that runs past one sitting gets a project.
- Its due date
- What it waits on
- Its emails and files, filed in your Drive folder
Projects
Insurance renewalMax drafted the follow-upDueIn three daysWaiting onYour word on the quoteEmails4 threadsFiles2 documentsSteps
Quote receivedDoneReview the quoteWaits on youSign the renewalOpenTo the insurance broker
Thanks for the renewal quote. We will confirm it by the due date.
DiscardApprove and send
Your back office, in one app
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