Billing and admin use cases

Supplier invoices from email into draft bills

SI reads supplier invoices that arrive by email, creates draft bills in your accounting tool, and flags duplicates or missing details.

Matching receipts to card transactions

SI matches receipts from email and photos to card transactions, suggests categories, and lists what is still missing before month end.

Reminders for overdue invoices, firmer as they age

SI checks open invoices each week and drafts reminders whose tone matches how late each one is, for you to approve.

Finding work that was done but never invoiced

SI compares completed jobs, time entries or deliveries against invoices sent and lists anything that was never billed.

Month-end close prep and the accountant's package

SI prepares the month-end checklist, reconciliation exceptions and an indexed bundle of documents for the bookkeeper or accountant.

Tracking subscriptions, contracts and renewal dates

SI finds recurring charges and contract renewal dates in statements and documents, and warns you before anything auto-renews.

A year-end document packet for your tax preparer

SI sorts the year's documents, totals them by category and flags gaps, so your tax preparer gets one organized packet.

Reviewing timesheets and time off before payroll

Before each payroll run, SI checks timesheets against schedules and time-off records and lists anything that looks wrong for a person to fix.

Donation thank-yous and acknowledgment letters

SI drafts personal thank-you letters and acknowledgment receipts from donation records, using wording your accountant has approved.

Membership renewals and a clean member list

SI tracks renewal dates, drafts reminders, and cleans up the member list by merging duplicates and flagging outdated contact details.

Spotting supplier price increases on invoices

SI compares the unit price on a new supplier invoice with the last price you paid for the same item, and flags the increases.

Cash-flow look-ahead from open invoices and bills

SI lines up open customer invoices and open bills by week so you can see where money is expected in and where it is due out.

Engagement-letter template assembly for attorney review

SI fills the firm's approved engagement-letter template from intake data, highlights every field it filled, and lists blanks or mismatches.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Time-entry cleanup and billing-narrative drafts

SI suggests clearer wording for draft time entries from the attorney's own notes, and flags entries that look incomplete, duplicated, or oddly long.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Invoice follow-up and receivables reminders

SI builds an aging list from the billing system and drafts polite reminders at the firm's intervals, highlighting accounts that need a personal call.

Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.

Insurance verification prep and benefits summary for staff review

SI turns what staff already gathered from the payer into a one-page summary and a list of gaps to follow up, for a person to confirm.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Prior-authorization tracking

SI keeps each prior-authorization request, its status, and its expiration in one tracker and drafts routine status-check notes for staff.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Claim denial follow-up tracking

SI sorts denied and unpaid claims by payer, reason, and deadline, and drafts follow-up notes for a biller to review.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Billing statements and balance reminders

SI drafts polite balance reminders from the practice's aging list and holds accounts that need a person, a payment plan, or an insurance check.

Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.

Rent reminder and follow-up drafts for manager review

From the rent roll the manager provides, SI drafts polite reminders in approved wording and flags accounts for a personal call.

Admin and operations help for agents, landlords and small property managers. SI prepares drafts for the licensed agent or owner; they review and decide. SI does not lease, collect rent, screen or rank applicants.

Lease renewal and expiration tracking

Lease dates the manager has verified sit in one tracker, with reminders and a neutral draft for the manager to review.

Admin and operations help for agents, landlords and small property managers. SI prepares drafts for the licensed agent or owner; they review and decide. SI does not lease, collect rent, screen or rank applicants.

Invoice reminders and payment follow-up for owner review

From the invoicing export, SI builds an aging list and drafts polite reminders, flagging accounts for the owner to call.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Engagement letters assembled for review

SI fills the firm's own engagement-letter template from details the professional specifies, flags blanks, and tracks what is signed.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Invoice follow-up and receivables reminders for partner review

From the billing export, SI builds an aging list and drafts polite reminders, holding disputed accounts for the partner.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Month-end close checklist preparation

Each client's month-end checklist is generated from the firm's template, with open items listed for staff and the client.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Reconciliation prep for accountant review

From statements and exports, SI lists unmatched, duplicate and unusual items and assembles a workpaper for the bookkeeper.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Transaction categorization suggestions for bookkeeper review

Using the firm's chart of accounts and past approved coding, SI drafts suggested categories with a needs-a-question flag.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Vendor information collection and reminder prep for 1099 review

A vendor list from payment records shows who has a W-9 on file, with request drafts and a review list for the professional.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Sales-tax and recurring-filing reminder prep

For filings a professional has confirmed apply, SI reminds staff and the client and drafts requests for the period's information.

Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.

Chargeback and dispute evidence packets for you to file

When a payment is disputed, SI gathers the order, shipment, tracking, and messages you already have into one packet, and leaves the filing to you.

Sales-tax and 1099 prep notes for the accountant

SI gathers store tax reports, marketplace tax lines, and contractor payments into a notes packet for your accountant, and does not file anything.