← All tradesJeeve for accounting firms

Jeeve for accounting firms.

Hold Fn and talk. Jeeve turns it into to-dos for your clients: missing documents, reminders, closings, quotes.

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Say it, it becomes a to-do

“Ask the Moreau bakery for their missing March invoices.”

Missing invoices · MoreauTodayReggie

“List every client whose year-end closing is due this month.”

Closings due this monthMonLéon

“Prepare a quote for the new restaurant client.”

Quote · new restaurantWedIsmail

“Find out why the bank import failed for Leroy.”

Bank import · LeroyTomorrowSkënderbeu

Your team, in your trade

Your assistantJeeve

The one you talk to. Turns what you say into to-dos and hands them out.

Senior developerSkënderbeu

Connects your accounting software and fixes imports

  • Fix bank import · Leroy
  • Bank import · Leroy
SalesIsmail

Writes quotes and engagement letters

  • Quote · new restaurant
Social mediaTeuta

Posts your tax and payroll reminders

  • Post · tax calendar
SEOElsa

Gets your firm found on Google

  • Page · payroll services
Chief of StaffReggie

Chases missing documents and runs your week

  • Missing documents · 12 clients
  • Missing invoices · Moreau
Go-to-marketNina

Finds and contacts new business clients

  • 10 new business leads
RecruiterSam

Hires accountants and assistants

  • Hire an assistant accountant
Project managerLéon

Tracks every client's closings and filings

  • Closings due this month
Made for youAs many agents as you need

There is no closed list and no cap: one agent per role, per account or per routine, and you add more as new needs show up.

While you're away · Every Friday

Reggie lists the documents still missing for each client and drafts the reminders. Léon checks the filings due next week. You approve the reminders on Monday morning.