Founder reference · Demo tray · not indexed
Accounting & bookkeeping — why teams come back every day
Top 3 daily pains
- Shoebox PDFs and bank statements need summarizing
- Repetitive client chase emails
- Month-end checklists vary per client
Hero workflow (demo this first)
Bank PDF in → transaction summary → client letter → email
15-minute proof: Upload 12-page bank PDF → summary + chase email; staff verify totals.
Daily apps (promote these)
| App | Tier | Why daily |
|---|---|---|
| Tax Document Summarizer | Basic | Review-ready summaries from source docs |
| Bookkeeping Explainer | Basic | Plain-language QBO entries for clients |
| Client Letter Drafter | Standard | “What we still need from you” letters |
| Month-End Checklist | Standard | Per-client close lists your team follows |
Do not lead with
Partner Review Memo, Cash Flow Scenario — campaign/episodic copy ChatGPT can farm; keep in catalog, not in the pitch.
“We already use ChatGPT”
Staff already use ChatGPT for client emails without partner approval. EZ4YouTech.com gives controlled workspace + document upload on every run.