A.I that works The Tayyib way🌙
Purity in business. Purpose in profit
Done-for-you automations that reduce admin and grow your firm — built with purpose and precision.
What’s slowing you down and how do we fix it?
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Ditch the messy PDFs and manual reviews. We create smart intake forms that score client risk, capture goals, and send you a clean summary — before you even meet them.
✅Save time on prep
✅ Qualify leads faster
✅ Look more professional -
No more phone tag. Clients book straight into your calendar. Automations send reminders, reschedule if needed, and reduce no-shows — all without you lifting a finger.
✅ Syncs with Google, Outlook, etc.
✅ Auto-reminders via SMS or email
✅ Fewer missed meetings -
After a meeting or sign-up, we trigger smart follow-ups: thank-yous, document requests, or monthly check-ins. Keeps your brand present — without chasing.
✅ Consistent client communication
✅ Reduces drop-offs and ghosting
✅ Looks like you’re always on it -
We pull key client data from your CRM or spreadsheet, turn it into clean summaries, and email it to each client (or to you) — on autopilot.
✅ No more manual reporting
✅ Impress clients with insights
✅ Saves hours every month -
Emails, meeting notes, client actions — all automatically logged and routed into your systems (like CRMs, Notion, Trello, etc.). Everyone stays on the same page, without the ping-pong.
✅ Organize your backend
✅ Reduce internal confusion
✅ Free up your team’s time
You bring the pain points, We’ll bring the plan 🎯
A quick 20-minute chat to uncover time-wasting admin tasks and how we can fix them.
In this free discovery call, we’ll walk through the daily tasks that slow your business down — from intake forms to follow-ups — and show you exactly what can be automated. No tech talk, no pressure, just a simple roadmap to help you save hours every week and scale with less stress. Whether you’re ready to start or just exploring, you’ll walk away with clarity.
Or If you don’t want to get on a call just yet Email Us instead and we’ll get back to you within 24 Hours !
Frequently Asked Questions
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Short Answer, No — Long answer … Still no. That’s our job we make the whole process as seamless as possible with minimal Client intervention. We discuss and see what we need to focus on after that we take the wheel
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We specialize in accountants, advisors, mortgage brokers, and tax agents — but we can help any service business drowning in admin, scroll down, fill out the short Contact Us page, and we’ll get back to you within 24 hours!
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Different projects require different time frames due your needs we never want to rush. However most automations are ready within 1–2 weeks. Simple ones can be done in a few days.
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We fully build the software for you with all the required relevant plug-ins to make life easier. You don’t need to lift a finger.
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We work with Zapier, Make.com, Google Workspace, Notion, Airtable, and whatever systems you already use.
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We tailor pricing based on what you need. The first call is free so we can scope it out properly.
Questions? Ideas?
We’d love to hear from you
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!