Professional Services

You bill for expertise. You shouldn’t spend it on admin.

For accounting, consulting, engineering and legal firms. Agents chase invoices, keep the books current, track vendor and engagement paperwork, and report margin by client.

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Looking for an AI receptionist or phone answering for a local business? That service now runs at intellivizz.ai.

Where the hours go

Back-office work only. No student, guest or tenant communication, and nothing that answers your phone.

Slow collections

Partners chasing their own invoices, or nobody chasing them at all.

Month-end

Bookkeeping that runs a week behind.

Margin by client

Utilisation and write-offs that only show up in a year-end review.

Agents that fit.

Each one does a single job inside the systems you already run, stops and asks a person for anything outside your rules, and is measured from the first week.

AR & AP Agent

Applies cash, chases overdue invoices in your tone, and matches every vendor bill before you pay it.

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • +5 more
In Supply Chain Agents →

Bookkeeping & Close Agent

Categorises transactions, reconciles bank and card feeds, and hands your accountant a clean month.

  • QuickBooks
  • Xero
  • NetSuite
  • Acumatica
  • +4 more
In Supply Chain Agents →

Company Compliance Agent

Tracks licences, permits, insurance and customer-required certifications, and keeps the evidence folder audit-ready.

  • Shared drives
  • Shared inboxes
  • Spreadsheets
In Supply Chain Agents →

Every agent starts in shadow mode.

For the first stretch it watches the work and drafts what it would do, while your team keeps doing the job. You compare its drafts to what your people actually did.

It only starts acting when you say so — and only on the kinds of work it has proven it gets right. Anything above a limit you set (a dollar amount, a new customer, a price change) still comes to a person.

Works with QuickBooks, Xero or Zoho Books, your practice and billing system, and shared inboxes.

Works in the systems you already run

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Xero
  • Zoho
  • Shopify
  • Amazon
  • EDI
  • WMS
  • Outlook & Gmail
  • Spreadsheets

Plus bespoke and legacy systems — if your team can log into it, we can usually work with it.

Questions & Answers

Professional Services: common questions

Collections, bookkeeping, compliance files and margin reporting.

That service runs at intellivizz.ai.

No. The chase schedule, the wording and the point at which a partner steps in are rules you set. The agent drafts and sends inside those rules and stops where you tell it to.

Bring one process. We will tell you straight.

Pick the job that costs you the most hours, bring a handful of real documents, and leave the session with a plain answer on whether an agent can do it.

Book a working sessionFind your top 3 agents (3 min)