Tax documents checked the night they arrive
10:47 PM, ten days before the October 15 extension deadline. A client emails four attachments and mentions they bought a house.
Demo business, real AI agent: every step is a real AI tool call, run on sandbox tools (nothing was actually sent). The replay is slowed down so you can read it; the real run takes under a minute and a half.
What the agent does
- Finds the client's file and last year's document list
- Reads all four attachments, including a scan with a useless file name
- Catches a W-2 from the wrong year and two missing documents, and adds the home-purchase items
- Creates an urgent task for the accountant
- Emails the client exactly what's still needed, with the secure upload link
- Texts the accountant
You'll also see the system reject the agent's first, incomplete filing attempt, and the agent fix it. That really happened in this run.
For your business, it's built in your own accounts (your calendar, your inbox, your phone) with a written list of what it must never do. Founding offer: the first 5 businesses get a free 14-day pilot and pay only if they keep it.
Want this for your business?
Tell me one task that eats your time and I'll show you an agent doing it for a business like yours.