The GM for Professional Services

An AI back office for your firm.

Billable hours pay the bills; the unbillable ones eat your evenings. The GM chases the overdue invoices, revives the proposals that went quiet, turns project notes into client updates, and tells you which clients are actually profitable once you count the effort.

Free to try — no credit card required.

Thinking about analyzing my profit and loss or balance sheet gave me anxiety. Now I have an AI financial analyst constantly watching my books to tell me where I could be improving profit.
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QuickBooksJobberSquareGoogle Sheets

Read-only connections, revocable anytime. Your GM works from your real numbers — never guesses.

Questions owners ask

What does The GM actually do for a firm?

The follow-ups that fall through the cracks: chases overdue invoices from QuickBooks, flags proposals that went silent and writes the nudge, turns project notes into clean client status emails, and breaks down revenue versus effort so you know which clients are worth it.

Will the drafts sound like me?

Yes — a 10-minute setup interview captures your voice, your clients, and how you work, and the GM remembers everything you teach it. You edit and approve every draft, and it learns from your edits.

Which tools does it connect to?

QuickBooks for invoices, P&L, and who owes you; Google Sheets and Drive for trackers and client docs. Connections are read-only and revocable anytime. The GM can read your numbers to do its work, but it can't touch your money, change your books, or send anything without you.

How much does it cost?

There's a free trial — no credit card required — so you can put the GM to work before paying anything. Paid plans start at $49/month, and every plan includes the full AI team.

ChatGPT doesn't know your business.
The GM does.

A 10-minute structured interview captures who you are, who your customers are, the tools you use, and the tasks you hate — then your GM gets to work.

Start the 10-minute setup

Free to try — no credit card required.