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Set it up by talkingJust talkTell it what happened. It does the work.Set up by talkingIt arranges itself from a conversation.Your kind of workIt takes the shape of your work.Your wordsYour words, not ours.Your processPipelines and stages you design.Your questionsThe same questions, asked the same way.
Messages and answersInboxEvery message that reaches you, answered.Hand-offWhat it can't answer comes to you, with the reason.KnowledgeIt knows how you work.Web researchIt gathers from the web.
Promises and follow-upAfter the callSay it once, after the call.PromisesEvery promise, on its date.Going quietIt notices what's going quiet.AutomationsRoutines that run themselves.
Records and numbersRecordsEveryone's whole story, in one look.ImportBring what you already have.Products & quotesWhat you sell, and what you quoted.DashboardsYour numbers, from day one.AskAsk your work anything.
ControlTeamYour team, each with their part.ApprovalsJudgement waits for you.Reasons & sourcesNothing made up. Everything with its reason.
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Use cases/An accounting firm

A handful of accountants, dozens of clients, the same deadlines every quarter

The client sent the documents in March. We found them in May.

Felesh for an accounting firm: client documents and deadlines in one place

Start with this playbookSee it with our team
14 days free, no card.
Today

This is how the quarter runs now. Documents in three places.

Now
Client documents sit in email, WhatsApp and a shared folder.
The deadlines live in a calendar one person keeps.
“Chase them on Friday” stays a thought.

And every quarter: who is still missing something?

With Felesh
Today3 Working
Aster Co. · Q3 receiptsAdded by Sarah
Received
Maple Studio · statementsNo files yet
Missing
VAT return · Aster Co.Task for Sarah
25 Oct
Who is still missing documents?
Maple Studio: the bank statements.
Limits and questions

What Felesh does not do here.

And what to do instead.

  • It does notIt does not read your email or pull documents in by itself.InsteadAttach the file to the client’s record.
  • It does notIt does not accept uploads from clients.InsteadThey send it where they do today, and you attach it.
  • It does notIt does not send chasers.InsteadIt drafts a task for you, and you write to the client.
  • It does notIt does not repeat a deadline every quarter by itself.InsteadAdd it each quarter, or build a monthly reminder.
  • It does notIt does not calculate or file taxes.InsteadKeep the filing system you use.

Does it chase clients?

No. It drafts a chase task with the reason, and waits for your yes. You write to the client.

Do quarterly deadlines come back by themselves?

No. You add the deadline each quarter. A monthly reminder you build once can prompt you.

How long does setup take?

7 days, one short step a day. Importing the client list takes longest, and you do it once.

Next playbook A local grocery shop “I forgot to tell that customer their item had arrived.”

Hand it the work. Keep the decisions.

Waiting for you

Hand Felesh the work you've been carrying?14 days free, no card. Everything that needs your call still waits for your yes.

Yes, start with this playbookSee it with our team first