Questions, answered honestly
Is this just for invoices and getting paid?
No. I build workflows across everyday operations: inquiries, scheduling, onboarding, documents, team handoffs, reporting, inventory follow-up, and financial admin. We start with the work you need help with.
Do I need to book a paid audit first?
No. Tell me about your workflow through the contact form. We discuss the fit and scope before you commit to a project. The Receivables Audit is a specific service for businesses that want a closer look at overdue invoices.
Can I just do this myself?
Yes, honestly. The plugin is free with a Claude subscription and Anthropic publishes a free course on it. If you have a weekend, decent patience, and somebody in the office who likes software, do it yourself. Most owners have none of those three, and that is the entire reason I have a business.
What am I paying for, then?
Process mapping, setup, testing, documentation, and hands-on training. I build around your tools and the decisions your team needs to make, so you leave with a workflow you can use and understand.
Do you get access to my bank accounts?
I do not take custody of your bank login. You control your accounts and approve any connection the workflow needs. Connected AI tools may process information in the cloud. We review permissions before setup and document how you can revoke access.
What if a reminder goes to my best customer and it is rude?
It will not, because you approve every template before anything sends, and for the first 60 days nothing sends without a human looking at it. Your tone, your call.
How much money will this actually recover?
I do not know yet and neither does anyone who quotes you a number before looking at your books. That is what the audit is for. You will get a real figure based on your real aging report, in writing, before you spend anything on an install.
What happens if Anthropic changes the product?
Then I rebuild your workflows on whatever replaces it, and that is included in your monthly plan. What you are buying is a working back office, not one specific piece of software.
Do I have to keep paying you monthly?
No, not at the first two tiers. That is the point of the training hours. Plenty of clients run it themselves after the install and call me when they want to add something. Cancel any time, no notice period, no clawback.
Are you an Anthropic partner?
No. I am independent. I build on their product the same way a contractor builds with a particular brand of lumber.
How fast can you start?
Send me a description of the workflow and I will reply within one business day. We agree the schedule after discussing the tools, connections, and testing the project needs.
Do you work outside Salt Lake City?
The install is better in person, so Wasatch Front first. If you are elsewhere in Utah or the Mountain West, ask me and we will figure out whether remote works for your setup.
Still have a question?
Tell me about your process or ask a question. I will answer it straight.