The money side, quietly kept.

She recognizes financial mail, files it so it is never lost, and reads the amount even out of the PDF. What you spent, per vendor. What you are owed, and how late. She reads it all and moves none of it.

How it works

Every invoice filed. Nothing thrown away.

She recognizes a receipt, an invoice, a tax document, and files it under a Records label in your Gmail. Kept, never deleted. The mail you need in April stops getting buried in March.

The receipt is there when you finally need it.

She reads the number. Even from the attachment.

When the amount is not in the email body, she opens the PDF and reads it out. And when the number genuinely is not there, she records amount not stated. Never a guess.

A real figure, or an honest blank. Never an invented one.

Money in, money out, and the number that matters.

She reads the payments that land and the charges that leave, both straight out of your email, and keeps a running net. Refreshed every hour, converted to one currency so the total actually means something.

You know where you stand without opening a spreadsheet.

Every subscription you forgot you are paying.

She spots the monthly-recurring charges across your whole email history, with how many times each has hit and what it usually costs. The tool you signed up for once and never used shows up by name.

The quiet drain finally has a name.

Need to get paid? Ask her for the link.

With Stripe or Lemon Squeezy connected, ask her to make a payment link, for a product or a custom amount, and she creates it in your account. She can also pull the invoice PDF for an order that already paid. She makes the link. You choose who it goes to.

The how-do-I-take-this-payment friction, gone.

When tax season comes, the pack is already made.

You pick the months and she bundles them, across your email, Stripe, Lemon Squeezy and Morning, into a summary and the actual invoice and receipt PDFs, filed by month. Take it as one download, or send the whole folder to your own Google Drive and let her share it and email your accountant from her own address, so a question just comes back to her. Run it again next quarter and she adds only what is new.

The night before the accountant deadline stops being a night.

The one that saves you

She warns you before something breaks.

A payment failed, a card declined, a balance running low, an invoice slipping past due. She flags it while there is still time to fix it. And once a later receipt shows it resolved, the alert goes quiet on its own.

What she will not do

  • State a number she did not see. Amount not stated always beats a guess.
  • Delete a financial email. It is kept under Records, never thrown away.
  • Move money out. She can raise a payment link to bring money in, but she never pays, refunds, or transfers a cent.
  • Fire off a payment link or a reminder on her own. She makes it, you decide who gets it.

Where she stops

  • She raises money in, she cannot move it out. She can make a payment link and an invoice, but she never pays a bill, refunds, or transfers a cent. Requesting money is not moving it.
  • She does not see the invoices you send out over email. Your own outbound mail is excluded, and the email lane expects money to return as a receipt or payout notice. Connect Stripe, Lemon Squeezy, or Morning and she sees the sales side directly instead.
  • Stripe, Lemon Squeezy and Morning are the money tools she connects to today. Connect a processor (Stripe or Lemon Squeezy) and your sales sync as exact figures, and she can make links and pull paid-order invoices. QuickBooks is built and waiting on Intuit to approve it, so you will see it listed in your tools before you can connect it. Bank feeds are not connected today, so for everything else she works from the financial mail in your Gmail.
  • Issuing an invoice is Israel-only for now, through Morning. Morning (Green Invoice) issues real Israeli tax documents, on your confirmation and never during autonomous work. Stripe and Lemon Squeezy give payment links and receipts, not issued invoices. Issuance for other countries is not built yet.
  • Custom payment links are an opt-in setting. Sharing an existing product link is always available. Creating a custom-priced link is off until you turn it on, and even then she states the price and product before making it.
  • The accountant pack is a handoff, not reconciled books. She bundles the months you pick and the real PDFs, as a download or into your Google Drive, but email-observed expenses are incomplete, and some rows (Stripe, hand-entered) link out rather than carry a file. The README says exactly what is complete and what is not.

Questions

Does she pay my bills or move my money?

No. She never pays a bill, refunds, or transfers a cent out. She can create a payment link or an invoice to bring money in, but that is a request, not a transfer, and the link only goes to someone when you send it.

Can she actually take a payment or send an invoice?

With Stripe or Lemon Squeezy connected, she creates a payment link on request, for a product or a custom amount, and pulls the invoice PDF for an order that already paid. And if you invoice through Morning (Green Invoice), she can issue the tax invoice or receipt itself. She makes them and hands them to you, and sending a link to a person goes out the normal way, as a draft you approve. A Morning invoice is a real Israeli tax document, so issuing is an opt-in setting, she states the client and amount first, and she never issues one during autonomous work.

What if the amount is only inside the PDF?

She opens the attachment and reads it. If the figure genuinely is not stated anywhere, she records amount not stated rather than inventing a number.

Can she chase a client who has not paid?

She drafts the reminder on the original invoice thread, and you approve and send it. She will not chase anything you added to your list by hand, and never sends on her own.

How is this different from a bookkeeping app or ChatGPT?

A bookkeeping app needs you to connect accounts and file things yourself. ChatGPT cannot see your inbox at all. She reads the financial mail already landing in your Gmail, unprompted, and tracks it without you lifting a finger.

Can she read exact figures instead of guessing from email?

Yes, if you connect the source. Stripe and Lemon Squeezy sync your sales, renewals and refunds as exact amounts, and Morning syncs the tax documents you issue in Israel. The email side steps aside for anything a connected source covers, so nothing is counted twice. The sync only reads, and everything else still comes from your Gmail.

Can she see what I owe, not just what I am owed?

Partly today. From your mail she sees the money that already left your account and the bills that arrive as email, so a card charge or a vendor invoice in your inbox is counted, and she flags a subscription you forgot you were paying. What she cannot see yet is an unpaid bill that only exists inside your books. Reading that side is what QuickBooks is for, and it is built and waiting on Intuit to approve it.

Can she get everything ready for my accountant?

Yes. You pick the months and she bundles them, across your email, Stripe, Lemon Squeezy and Morning, into a summary and the real invoice and receipt PDFs, filed by month. Two ways to take it: one download that holds everything, or the whole folder into your own Google Drive, which she then shares and emails to your accountant. That email comes from her own address, so your accountant can just reply and she picks it up, looping you in only if something needs you. It is a handoff, not reconciled books, and a README states plainly what is complete and what only links out.

AI Chief of Staff

The money side,
quietly kept.

She recognizes financial mail, files it so it is never lost, and reads the amount even out of the PDF. What you spent, per vendor. What you are owed, and how late. She reads it all and moves none of it.

Free 7-day trial · No credit card

Every invoice filed. Nothing thrown away.

She recognizes a receipt, an invoice, a tax document, and files it under a Records label in your Gmail. Kept, never deleted. The mail you need in April stops getting buried in March.

The receipt is there when you finally need it.

She reads the number. Even from the attachment.

When the amount is not in the email body, she opens the PDF and reads it out. And when the number genuinely is not there, she records amount not stated. Never a guess.

A real figure, or an honest blank. Never an invented one.

Money in, money out, and the number that matters.

She reads the payments that land and the charges that leave, both straight out of your email, and keeps a running net. Refreshed every hour, converted to one currency so the total actually means something.

You know where you stand without opening a spreadsheet.

Every subscription you forgot you are paying.

She spots the monthly-recurring charges across your whole email history, with how many times each has hit and what it usually costs. The tool you signed up for once and never used shows up by name.

The quiet drain finally has a name.

Need to get paid? Ask her for the link.

With Stripe or Lemon Squeezy connected, ask her to make a payment link, for a product or a custom amount, and she creates it in your account. She can also pull the invoice PDF for an order that already paid. She makes the link. You choose who it goes to.

The how-do-I-take-this-payment friction, gone.

When tax season comes, the pack is already made.

You pick the months and she bundles them, across your email, Stripe, Lemon Squeezy and Morning, into a summary and the actual invoice and receipt PDFs, filed by month. Take it as one download, or send the whole folder to your own Google Drive and let her share it and email your accountant from her own address, so a question just comes back to her. Run it again next quarter and she adds only what is new.

The night before the accountant deadline stops being a night.

Names, companies, and amounts are fictional.

The one that saves you

She warns you before something breaks.

A payment failed, a card declined, a balance running low, an invoice slipping past due. She flags it while there is still time to fix it. And once a later receipt shows it resolved, the alert goes quiet on its own.

What she will not do

  • ×State a number she did not see. Amount not stated always beats a guess.
  • ×Delete a financial email. It is kept under Records, never thrown away.
  • ×Move money out. She can raise a payment link to bring money in, but she never pays, refunds, or transfers a cent.
  • ×Fire off a payment link or a reminder on her own. She makes it, you decide who gets it.

Where she stops

She raises money in, she cannot move it out.
She can make a payment link and an invoice, but she never pays a bill, refunds, or transfers a cent. Requesting money is not moving it.
She does not see the invoices you send out over email.
Your own outbound mail is excluded, and the email lane expects money to return as a receipt or payout notice. Connect Stripe, Lemon Squeezy, or Morning and she sees the sales side directly instead.
Stripe, Lemon Squeezy and Morning are the money tools she connects to today.
Connect a processor (Stripe or Lemon Squeezy) and your sales sync as exact figures, and she can make links and pull paid-order invoices. QuickBooks is built and waiting on Intuit to approve it, so you will see it listed in your tools before you can connect it. Bank feeds are not connected today, so for everything else she works from the financial mail in your Gmail.
Issuing an invoice is Israel-only for now, through Morning.
Morning (Green Invoice) issues real Israeli tax documents, on your confirmation and never during autonomous work. Stripe and Lemon Squeezy give payment links and receipts, not issued invoices. Issuance for other countries is not built yet.
Custom payment links are an opt-in setting.
Sharing an existing product link is always available. Creating a custom-priced link is off until you turn it on, and even then she states the price and product before making it.
The accountant pack is a handoff, not reconciled books.
She bundles the months you pick and the real PDFs, as a download or into your Google Drive, but email-observed expenses are incomplete, and some rows (Stripe, hand-entered) link out rather than carry a file. The README says exactly what is complete and what is not.

Team0 Moments · 50 seconds

Every receipt in my email, in one list.

Every invoice, receipt and payout you have been sent is already in your email — just nowhere you can look at it. She pulls a year of them into one list by vendor, shows which are recurring and when each last charged you, and gives three totals for three currencies rather than inventing an exchange rate. Where the amount was never in the email, the line says so instead of guessing.

What she says›

Every invoice, every receipt, every payout you’ve ever been sent is already in your email. It’s just not anywhere you can look at it.

A year of receipts, pulled out of your mail and put in one place.

By name. By how many.

Three of them are still charging you.

Four times each. Last one, four days ago.

You spend in three currencies, so I give you three totals.

Adding them needs a rate I’d have to choose.

And where the amount wasn’t in the email, I say so.

Every line opens the receipt it came from.

I’d rather give you three numbers that are true than one that isn’t.

Team0 Moments · 44 seconds

A year of receipts, ready for my accountant.

Your accountant asks for the quarter and the receipts are scattered across a year of email. She has been filing every one as it arrived, with the actual PDF attached, counting a sale once when Stripe and your inbox both report it. What the accountant gets is one folder of a hundred and sixty-two real documents, sorted by month.

What she says›

Every invoice and receipt you get is already in your email. And that’s where they stay.

I read them as they arrive. Anthropic, Figma, the ad spend, the invoice you sent Northlight.

I file every one, all year, with the actual PDF attached.

And when Stripe and your inbox both report the same sale, I count it once.

So when your accountant asks for the quarter, it’s one folder.

A hundred and sixty-two documents, sorted by month.

Not a spreadsheet. The actual files.

Questions

Does she pay my bills or move my money?

No. She never pays a bill, refunds, or transfers a cent out. She can create a payment link or an invoice to bring money in, but that is a request, not a transfer, and the link only goes to someone when you send it.

Can she actually take a payment or send an invoice?

With Stripe or Lemon Squeezy connected, she creates a payment link on request, for a product or a custom amount, and pulls the invoice PDF for an order that already paid. And if you invoice through Morning (Green Invoice), she can issue the tax invoice or receipt itself. She makes them and hands them to you, and sending a link to a person goes out the normal way, as a draft you approve. A Morning invoice is a real Israeli tax document, so issuing is an opt-in setting, she states the client and amount first, and she never issues one during autonomous work.

What if the amount is only inside the PDF?

She opens the attachment and reads it. If the figure genuinely is not stated anywhere, she records amount not stated rather than inventing a number.

Can she chase a client who has not paid?

She drafts the reminder on the original invoice thread, and you approve and send it. She will not chase anything you added to your list by hand, and never sends on her own.

How is this different from a bookkeeping app or ChatGPT?

A bookkeeping app needs you to connect accounts and file things yourself. ChatGPT cannot see your inbox at all. She reads the financial mail already landing in your Gmail, unprompted, and tracks it without you lifting a finger.

Can she read exact figures instead of guessing from email?

Yes, if you connect the source. Stripe and Lemon Squeezy sync your sales, renewals and refunds as exact amounts, and Morning syncs the tax documents you issue in Israel. The email side steps aside for anything a connected source covers, so nothing is counted twice. The sync only reads, and everything else still comes from your Gmail.

Can she see what I owe, not just what I am owed?

Partly today. From your mail she sees the money that already left your account and the bills that arrive as email, so a card charge or a vendor invoice in your inbox is counted, and she flags a subscription you forgot you were paying. What she cannot see yet is an unpaid bill that only exists inside your books. Reading that side is what QuickBooks is for, and it is built and waiting on Intuit to approve it.

Can she get everything ready for my accountant?

Yes. You pick the months and she bundles them, across your email, Stripe, Lemon Squeezy and Morning, into a summary and the real invoice and receipt PDFs, filed by month. Two ways to take it: one download that holds everything, or the whole folder into your own Google Drive, which she then shares and emails to your accountant. That email comes from her own address, so your accountant can just reply and she picks it up, looping you in only if something needs you. It is a handoff, not reconciled books, and a README states plainly what is complete and what only links out.

Money is one thing she handles.

She also triages your inbox, joins your meetings and writes them up, books your calls, and tracks what you owe people.

See more of what she handles

Let her watch the money side.

Connect Gmail and she starts filing and reading what lands.

Free 7-day trial · No credit card

AI Chief of Staff

CASA Tier 2 certifiedCASA Tier 2 certified

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