Why finance professionals struggle with leads
Too much time on unqualified prospects
Finance teams spend 6+ hours per week on calls that go nowhere. That's time you could spend with serious prospective clients.
Inconsistent qualification criteria
Different team members qualify differently. Without standardization, you're making decisions based on gut feel, not data.
Good leads get buried
When every lead looks the same in your inbox, the best opportunities get the same treatment as the worst. Hot leads go cold.
How to qualify prospective clients without the manual work
- Works with the tools you already use: QuickBooks, Xero, NetSuite
- Set up in 15 minutes, not days
- Runs 24/7 without supervision
- Handles the routine work so you can focus on finance-specific expertise
Automation that works while you focus on finance
How it works
Set up in 15 minutes. No coding required.
Connect your tools
Link your QuickBooks and other tools in a few clicks. No coding required.
Set your preferences
Tell us how you want to qualify leads. Use plain English, not complicated rules.
Let it run
Your leads qualifys automatically, 24/7. You get notified when something needs your attention.
Frequently asked questions
Everything you need to know about leads automation
Ready to qualify leads automatically?
Join thousands of finance professionals who save hours every week.
No credit card required. 100 free actions.