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Workflow: customer success daily briefing
Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.
Design a chart of accounts for a service business
Builds a clean, ATO-aligned chart of accounts for an Australian service business — collapsed enough to actually use, structured enough to scale.
Match Stripe payouts to bank deposits
Reconcile a week of Stripe payouts to the deposits in your bank feed — accounts for fees, refunds and chargebacks, flags anything that doesn't match.
Workflow: customer success daily briefing
Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.
Design a chart of accounts for a service business
Builds a clean, ATO-aligned chart of accounts for an Australian service business — collapsed enough to actually use, structured enough to scale.
Build a sales territory plan
Builds a sales territory plan with account tiering, target list, and outreach plan.
Run a quarterly BAS prep workflow in Xero
Pre-BAS Xero checklist: clean GST coding, fix unreconciled items, reconcile GST control accounts, generate the Activity Statement report, sanity-check vs P&L.
Categorise a messy bank statement into GL accounts
Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.
Build a multi-thread account strategy
Plans a multi-threaded outreach into a strategic account to reduce single-champion risk.
Build an AP optimisation plan
Improves accounts payable timing to optimise cash flow without damaging vendor relationships.
Polite 14-days-overdue B2B invoice nudge
A 14-days-overdue B2B invoice nudge that asks two clear AP-team questions (is it scheduled / is anything blocking it) and includes remittance + a phone number for faster resolution. Polite, neutral, long-relationship-safe.
Workflow: customer health score + intervention
Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.
Workflow: outbound sequence builder for ABM tier-1 accounts
Builds a multi-touch ABM sequence for a single high-value account across roles.