The chasing, done for you.

Documents, signatures, approvals, replies and overdue invoices. Yobot keeps track of everything your practice is waiting on, drafts the follow-ups in your tone and holds them for your yes, so files keep moving without anyone on your team doing the asking.

Try the free Discovery Agent → Talk to Joe

Built for accountants, bookkeepers, mortgage brokers, conveyancers and small practices where every client wants an update.

Already running: a support inbox with 10,000+ unclosed conversations, under control in under ten days. Read how.

Sound familiar?

Half the job is chasing. It shouldn't be yours.

Every file waits on someone.

Payslips, statements, signatures, a lender's answer. Someone has to keep asking until it all arrives, and keep track of who was asked when.

Clients want to know where things are up to.

The same status questions arrive every day, and each answer means opening the file.

Deadlines pile up quietly.

Lodgements, settlements and renewals live in heads and spreadsheets until one slips.

What it does

The jobs a Yobot takes off your desk.

Your team keeps the advice and the sign-off. Yobot runs the chasing, sorting and updating behind them.

  • Everything you're waiting on in one list: who, what and since when
  • Missing documents, signatures and approvals chased on a rhythm until the file is complete
  • Overdue invoices followed up politely, on your terms
  • Routine client emails answered and filed to the right client
  • Status updates drafted from where each file is actually up to
  • Deadlines tracked across every client, with reminders drafted early
Illustration: a chute delivers documents into client folders while Yobot ticks them off a checklist

How it works

Illustration: Yobot moves a marker along a big wall calendar hung with ticked reminder tags

Professional judgement stays with you.

Yobot does the chasing, sorting and drafting. Advice, sign-off and anything with professional weight stay with your team, and every client message is approved before it goes.

  • It works in your practice software. Inside the inbox, practice manager and document portal you already use.
  • Confidential by design. Your client information is never shared and never sold. You own the Brain and the data, and you choose the AI provider.
  • A written boundary for every job. What it may do on its own, and what must come back to you, is agreed and written down before it runs.

Already running

Yobots already doing this work.

10,000+

A support inbox, back under control.

An Australian installation business had over ten thousand unclosed conversations. In under ten days the inbox was under control, with every reply drafted for the team's yes.

Read the full story

$30k+

A year saved at Dating For Love.

Val runs their websites, content reports, revenue reviews and quiz follow-ups, and replaced the cost of a web management system and a VA.

See what Val does

Yours

The Brain belongs to you.

Everything your Yobot learns about your business is yours from day one. Switch AI providers whenever you like and it keeps working.

How it starts

Three steps to your first job running.

Step 01 · Free, online

The Discovery Agent

Our agent asks how your business runs and where the work piles up, then does one piece of it in front of you. You can book a call with Joe at the end.

Start the Discovery Agent →
Step 02 · A call with Joe

The strategy call

Joe brings what the Discovery Agent found. We pick the first job and quote it on the call, so you know exactly what gets built and what it costs.

Book a call with Joe →
Step 03 · Done for you

Live within a month

Your Brain and Yobot are live in your team chat within a month at most, then we build the first job. Then we run it for you and keep adding jobs from inside.

See a Yobot at work →

Fair questions

The questions owners ask us.

Is our client data safe?

Your client information stays confidential. It is never shared and never sold. You own the Brain and the data, and you choose the AI provider.

Will it give advice to clients?

No. It answers routine questions and prepares updates. Anything that needs professional advice comes to a person.

Does it work with Xero, our practice manager or our document portal?

We start from the software your practice already runs and connect Yobot to it, so your team keeps working the way it does.

Can it chase overdue invoices as well as documents?

Yes. It drafts the reminder from the invoice and your payment terms, in your tone, and holds it for your yes. Whatever is owed to you, it keeps track of.

Can it chase documents without annoying clients?

It chases on the rhythm and in the tone you set, names only what's missing, and holds every reminder for your yes until you're happy to let routine ones go.

What does it cost?

We scope your first job on the strategy call and quote it there, so you know exactly what gets built and what it costs before you commit.

Illustration: Yobot beside a bookcase of business knowledge while a new engine block clicks into place

Stop doing the chasing yourself.

Start free with the Discovery Agent. It asks how your practice runs and does one piece of the work in front of you, then Joe walks you through the rest.

Try the free Discovery Agent → Talk to Joe