The books can’t close because a client hasn’t answered about six transactions. We build the systems that ask the right questions, chase what is missing and keep each month moving, so your team can take on more clients without more admin.
Jay Awal · Founder and Systems ArchitectiMessage
Today 9:30
Example: a client has open items at month-end
Your team sends a list of uncategorized transactions, the client ignores it, and the close waits while someone follows up again.
Statements and receipts get chased by hand for every client, every month, one email at a time.
Who is done, who is stuck and who is waiting on what sits in a spreadsheet or in your memory. You can’t take a week off at month-end.
Catch-up work and extra requests get done and never make it onto your own invoice.
Bank access, prior books and accounts get collected over weeks of back and forth before the real work can start.
Scope grows, and nobody wants the awkward talk about raising the fee, so the extra work stays free.
It asks only what is missing, keeps asking, and tells your team when a person should step in. An example from month-end. Your firm approves every message and sets the schedule.
Set it to match your business. Nothing is saved or sent. Sales and hours are counted separately.
Sales at risk = leads a month × your close share × average value × 12 months × the share lost at your reply speed (0%, 30%, 55% or 70%, our planning assumptions). Busywork = 60% of your weekly hours at $35 an hour for 50 weeks. These are estimates, not promises.
Jay Awal has been the owner doing everything by hand at midnight. He started DispatchCo to build owner-run businesses the same kinds of systems his own businesses run on.
Personal lists and reminders that only ask for what is still missing.
One board shows every client, their status and what is holding them up.
Extra work gets logged as it happens, so it makes it onto your invoice.
One clean path for access, prior books and your engagement letter.
Firms often run QuickBooks Online or Xero, with Karbon, Financial Cents or Double on top. We check how your software connects before we quote, and we keep sensitive files in the tools you already trust.
Your bookkeepers keep the judgment. The chasing moves.
Your bookkeeper signs off. Nothing gets posted to a client’s books without the review steps you set.
We keep it inside tools your firm has cleared, and walk you through each vendor and its terms.
If you handle tax work, you need a written information security plan. New systems get reviewed against yours.
Every system comes with training for the people who run it.
Know what to build first and what it's worth.
For owners who want to know where AI pays off first.
Credited toward your Deployment
Your first system running in 30 days.
For owners who want it built and running.
Scoped from your Blind Spot Audit
Your team builds its own agents on real work.
For teams that need to use AI every day.
Scoped from your Blind Spot Audit
No surprises. You see the full scope and price before any work starts.
Our published case study is a care agency, not a bookkeeping business. The problem was the same: work sat waiting for someone to send the next step. We moved their forms online and built a back end that sends it on its own. Licensing went from about 6 months to under 90 days, depending on the state agency.
See the Caregiving Solutions build
10 questions. See your score and top 3 blind spots right away.
Start my audit30 minutes on Zoom. We go over your report, check the numbers and agree on the first fix.
Biggest blind spot first, with your people trained to run it. The next system follows by day 90.
For Deployment clients. The extra system is no bigger than the smallest one in your Deployment, and it's delivered within 30 days.
Open items shrink without staff chasing.
Every client has a status and a next step, so it does not live in one head.
Admin stops being the limit on your growth.
Your software handles the bank feeds and categories. The time usually goes to chasing clients and tracking who is done, and that is the part we build.
Clients answer what is simple. A short personal list and a quick reply beat a long portal login, and reminders do the rest.
It can, especially if you are turning clients away because of admin. The 3-minute Blind Spot Audit shows whether it would pay at your size.
It only does what your rules allow, and your team can see and change everything. We test against your real situations before it goes live, and we watch it closely in the first weeks.
Your software may already suggest them. We focus on getting answers from clients, and any AI suggestions still pass through your bookkeeper’s review.
You own every system, login and document. You see the work at a weekly check-in, and you can stop anytime and keep what is built. Deployment clients also get a written guarantee, measured against a baseline we both sign in week 1.
It depends on what we build, so we scope it from your Blind Spot Audit and a call. A 6-person shop and a 60-person company need different things. You see the full scope and price before any work starts.
We build it inside the software they already log into, write the playbooks with them and train them on their own real work. People use what they helped shape.
About 30 minutes a week to approve things and tell us what's off. You know your business, we know the build.
No. Blueprint, Deployment and Workshop are separate decisions. Stop after any of them and keep everything we made.
It comes with every Deployment. In week 1 we time the jobs we're automating with you and we both sign that number. At day 90 we time them again the same way. If your team isn't saving 10 hours a week, we build one more system free, no bigger than the smallest one in your Deployment, within 30 days. It applies when you've done your part: the week-1 timing, access within 5 business days, the weekly check-in, playbook approvals within 3 business days, and running the work through the systems.
The Blind Spot Audit shows where AI and systems would save you the most time and money. See your score and top 3 blind spots right away.
10 questionsResults right away