AI admin & finance automation for small businesses

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We set up and run AI assistants that chase invoices, confirm appointments and answer routine messages, so you and your team can focus on customers instead of admin.

You approve every message before it goes live.

What we automate

Take the busywork off your plate

Pick the tasks that eat your week. We build the assistant, connect it to your tools, and keep it running.

Invoice & payment chasing

Invoices go out on time and polite reminders follow up automatically until they are paid.

Booking confirmations & reminders

Confirmations and reminders by text, WhatsApp or email that cut no-shows.

Quote follow-ups

Every quote gets a friendly nudge a few days later, so jobs stop slipping away.

Google review requests & replies

Ask every customer for a review and reply to new ones in your voice.

Inbox & message triage

Routine questions answered from your FAQ, everything else sorted and flagged.

Bookkeeping prep

Supplier invoices logged and transactions pre-categorized, ready for your accountant.

How it works

Up and running in about two weeks

1

Free 20-minute call

We look at where admin eats your week and which tasks are worth automating first.

2

We set it up

We connect your email, booking and accounting tools. You approve every message template before anything goes live.

3

It runs, you get a report

We monitor and fine-tune it. You get a weekly summary, and anything unusual comes straight to you.

Who we work with

Built for busy local businesses

If your team spends hours a week on reminders, invoices and messages, we can help.

Clinics & salons

Aesthetics, dental, physio, barbers

  • Reminders that cut no-shows
  • Rebooking nudges after each visit
  • Review requests after appointments

Trades

Plumbers, electricians, HVAC, roofers

  • Quote follow-ups that win jobs
  • Invoices sent when the job is done
  • Polite chasers for late payments

Restaurants & cafes

Independent restaurants, cafes, caterers

  • Replies to every Google review
  • Reservation confirmations
  • Supplier invoices logged and flagged

Small offices

Accountants, property managers, agencies

  • Client document chasing
  • Late-payment and rent reminders
  • Inbox triage and drafted replies
Peace of mind

You stay in control

Automation should save you time, not create surprises. Every assistant we build follows the same rules.

  • You approve every message template before it goes live.
  • We never send, move or refund money, or change payment details.
  • Complaints, disputes and anything unusual come straight to you.
  • Month-to-month after a 3-month minimum.
Pricing

Simple pricing based on your volume

You only pay for what you need. We quote after a free call, once we know your numbers.

From
$300/month
+ $500 one-time setup

  • Setup and connection to your existing tools
  • Message templates written for your business
  • Ongoing monitoring and adjustments
  • Weekly summary report
  • Direct support from Zach
Book a free 20-minute call

Most businesses pay $300–$1,500/month depending on volume. You get a custom quote after the call.

FAQ

Questions owners ask us

Do I need to be good with tech?

No. We set everything up and run it. Your part is approving the message templates.

Can you touch my money?

No. We send invoices and reminders, but we never move, refund or approve payments.

Will customers know it is automated?

Messages go out in your business name and voice. If anyone asks, the assistant says so and passes them to a person.

How long does setup take?

Usually about 10 business days after we get access to your tools.

Which tools do you work with?

Common ones like Gmail, Outlook, QuickBooks, Xero, WhatsApp, SMS and Google Business Profile. Tell us what you use on the call.

What if I want to stop?

After the 3-month minimum, it is month-to-month. Cancel any month.

Ready to get admin off your plate?

Book a free 20-minute call. We will show you which tasks to automate first, even if you decide not to work with us.

Book a free 20-minute call

Or call/text (941) 735-4691 · zach@paidandbooked.com