Agencies and consultancies
An AI employee for your agency.
Timesheets chased daily, retainer hours tracked as the month goes, client invoices sent and followed up, and proposals signed.
Meet Iris.
Pick your office's software below and watch Iris at work in it.
What does your office run on?
You ask. Iris does the work.
First duties
What Iris usually takes on first.
Chase every timesheet before invoicing
Iris reminds people daily, flags hours that look short or high, and tells you when every timesheet is in.
Send invoices and chase the ones unpaid
She prepares each client's invoice from approved hours and sends reminders on the overdue ones. Each invoice waits for your okay before it goes.
Track retainer hours as the month goes
She compares hours used with what each client bought and warns the account manager before a retainer runs out.
Send proposals and chase the signature
She sends each proposal and follows up until it is signed and the deposit is in.
The work
What keeps an agency's office busy.
- Timesheets chased every Friday. Staff fill in timesheets from memory on Friday, a manager chases the missing ones, and the owner writes some hours down before invoicing. Hours forgotten are hours never billed.
- Retainer hours compared after the month ends. Hours are checked against each retainer only after the month closes. Extra requests agreed in email or chat go unbilled.
- License counts checked before billing. Before invoices go out, an MSP compares what the distributor charged, what each client's agreement says and what is in use. It takes days every month.
- Client reports put together slide by slide. Each month someone pulls each client's numbers into slides and writes the commentary. It is a day of work for every few clients.
- Costs passed on to clients one by one. Ad spend and freelancer fees paid for a client are added to the client's invoice one at a time. The books count them as the agency's own income unless someone catches the mistake.
Unlike the general-purpose AI employee bots on the market, Iris works in the software an agency's office already uses. How we're different
Increase efficiency, lower costs.
A short conversation about how your office runs, and a written proposal in a couple of days.
Start the conversationStart here