An AI employee for your office

Meet Iris.

Iris is an AI employee. She is trained on the office duties you choose, and she works in the software your office already has. You tell her what to do in plain English, the way you would a new hire.

Who she is

One employee, trained on any mix of the duties below.

You ask her for what you need by chat, the same way you would ask anyone in the office. She does the duties she is trained on and keeps a record of everything she does. Anything that moves money waits for your okay, and you decide what else does. Ask for something outside her duties and she tells you so. That duty can be added.

Unlike the general-purpose AI employee bots on the market, she works inside your office's systems, not beside them. How we're different

Administration

Where she works: your email and texts, the business phone line, calendars and booking systems, e-signature services, shared drives and client portals.

Answer every call, day and night, in your business's name.
Take the caller's name, address, problem and how urgent it is.
Book the caller into your calendar, and text them the details.
Text back every missed call.
Answer questions on hours, service area and prices from your list.
Put urgent calls through to your on-call phone, with a summary.
Leave you a short note of every call in your chat with her.
File each email, text and web chat to the right customer and answer the routine ones.
Text the staff who haven't clocked in.
Book, move and confirm appointments.
Answer "where is my order?" from the job or shop system.
Type emailed and texted orders into your system.
Set up each new customer once, in every system that needs them.
Send out forms, leases and engagement letters, and chase the signatures.
Remind each customer what is still missing until it arrives.
Collect and file the consents and forms customers must sign.
Put together the insurance renewal packet for your agent.
List what to reorder when stock runs low.
Raise purchase orders, send them to the supplier and chase the due dates.

Accounting

Where she works: accounting software, bill-pay services, payment links and card processors, invoicing in your job or practice system, and the bank.

Enter emailed bills, coded to the right job, and hold each for your okay if you like.
Pay the bills on their terms, with the payment run waiting for your approval.
Invoice finished jobs or hours.
Send invoices by text with a link to pay.
Send reminders on every overdue invoice, and draft firmer letters for your okay.
Match deposits and card payouts to their invoices.
Match the bank each month and send you the monthly reports.

Payroll

Where she works: payroll services, timesheet and scheduling apps, point-of-sale and booking systems, and your accounting software.

Enter approved hours and prepare payroll for your approval.
Enter tips and commissions in payroll.
Record time-off requests and keep the balances right.
Collect contractors' W-9s and prepare January's 1099s.

HR

Where she works: payroll and HR services, scheduling apps, job boards, background-check services, e-signature services and the government's E-Verify system.

Send the new-hire paperwork and chase the signatures.
Send the I-9 and flag any check not done by day three.
Track license and certificate expiration dates and remind each person well ahead.
Post openings, screen applicants and book the interviews.
Order background checks and contact references.
Answer staff questions from your handbook.
Keep driver and staff files complete.
Keep each clinician's insurer credentialing and registrations current.

Sales

Where she works: your customer list, quoting and proposal tools, email newsletters, review sites and listing sites.

Reply to every new lead the same day and log it.
Follow up open quotes.
Send your proposals and chase the signature and deposit.
Follow up declined repairs and treatment.
Contact customers who have gone quiet or whose plans are due to renew.
Ask customers for reviews and reply to new ones.
Write and post your listings.
Send the monthly email and keep the quote log.

Operations

Where she works: field-service and job systems, construction and trucking software, state and county portals, supplier portals and spreadsheets.

Build tomorrow's board and text each tech their jobs.
Answer the phone and book the jobs into the schedule.
Rearrange the day's stops when a tech calls out.
Read the techs' notes and photos each night and open call-backs.
Turn field notes into priced change orders and chase the signatures.
Get each driver's delivery receipt, check it against the rate confirmation and warn the broker before detention starts.
Prepare license renewals, permits and filings on time.
Check your files against the inspector's list before an inspection.
Keep required logs complete from the field system.
Collect each subcontractor's insurance certificate, and chase a new one before it expires.
Record each delivery against its purchase order and claim credit for anything short.
Check each supplier invoice against the order, the delivery and the agreed price.
Enter stock counts and report where the system and the count differ.
Put every part from the supply-house receipts onto its job, so nothing goes unbilled.
Compare each new supplier price with the last one and flag what it changes.
Match each month's supply-house statement to the jobs behind it.

Insurance billing and claims

Where she works: dental, medical, therapy and veterinary practice systems, claims clearinghouses, estimating systems and insurer portals.

Check each patient's insurance benefits before the visit.
Prepare prior authorizations, follow up on them, and track visit limits.
Check each claim for missing codes, notes and attachments before it goes out.
Post insurance payments, write-offs and patient balances.
Find each denial's reason and prepare the appeal.
Send patient statements with a link to pay.
Prepare the Good Faith Estimate each self-pay patient must get.
Follow up supplements waiting on insurers.

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