Installed in seconds
Add him to your Slack and he is at work. No servers, no setup project, nothing for IT to maintain.
Mention Cedric in Slack, and he does the chasing: the year-end documents clients still owe, the fees overdue in Xero. One Cedric for the whole firm.
Works in
100K credits ($50) through Slack, Teams, Discord, Telegram or WhatsApp, 50K ($25) with Google. No card needed.
@Cedric who still owes us year-end documents?
Five, from the year-end sheet. Two haven't sent anything.
Still missing
Asks from teams like yours, and every one comes back finished.
@Cedricwho still owes us year-end documents?
Chasing@Cedricwhich fee invoices are past 30 days in Xero?
Fees@Cedricprep me for the 14:00 with Keller Bau
Briefs@Cedricwhat's due for clients this week?
Deadlines@Cedricsummarize the Lang SA email thread
Summaries@Cedricsend me the hours by client every Friday
RecurringCreated and used by people from
Automations: follow-ups and reports, sent on a schedule
Scheduling: finds the slot and books the call for you
Meetings: he joins the call, then posts the action items

Deliverables: reports and decks, drafted into the chat
Company Brain: teach him once, he knows for everyone
Team sync: updates land where everyone already reads

Shared tools: connected once, used by the whole team
Skills: your way of working, saved and reused by all

“I was impressed to see our team using it spontaneously. Linking it with our systems was very easy, and it now helps us with all of our lead management.”
Fabienne: Cedric, run the meeting.
Four quick steps, anyone can do it.
Cedric is ready
Welcome. Link a tool or two, add me where your team talks, and ask away.
Connections
@Cedric book calls with the new leads
Booked. All three on Thursday.
Thursday3 calls
Cedric is joining the call
Weekly standupThu 10:00
Call ended, 24 min
Ask in plain words, and Cedric works the tools behind the ask: he drafts the email, books the meeting, updates the CRM, and pulls the report. Connected once, from the chat.
Cedric holds the context of everything your team does: the meetings, the threads, the decisions, the tools. He tracks and coordinates all of it better than a human can, at 3am as readily as 3pm. The week he saves you from is well documented:
Atlassian, McKinsey, and UNC Charlotte research.
Cedric can draft invoices and record payments in Xero, QuickBooks or bexio, and each one waits for a yes from someone at the firm. Reviewing the books stays with you.
Yes. Connect Xero from the dashboard and pick the organisation. He reads invoices, bills, bank transactions and reports, and anything he would change comes to you first. QuickBooks and bexio connect the same way.
Cedric never sells your data and never uses it to train models. A new connection can only read until someone at the firm allows changes. A private channel starts walled off, so nothing said there shows up anywhere else. More on the security page.
He gets the file ready. He chases the documents the client still owes and pulls the figures from the ledger. The return and any tax advice stay with you.
Only if you want them to. He works inside your firm, and anything meant for a client goes out from your own address after you approve it.
Plans start at $19 a month for the whole firm, and nobody pays per seat. You start with 100,000 free credits ($50 of work), and you do not need a card.
100K credits ($50) through Slack, Teams, Discord, Telegram or WhatsApp, 50K ($25) with Google. No card needed.