Search results for Email Filing Assistant

Vertex is an AI-native CRM and growth platform. It brings sales pipeline, marketing analytics, meetings, communications, billing and OTT/SaaS subscription management into one system on a single database. Its built-in AI assistant goes beyond answering questions to doing the work. It creates deals, drafts sales orders, builds discounts and custom plans, books meetings and sends email, all from a plain-English chat. Each action the assistant takes appears as a result card that you review and approve before anything is committed. Money-related and bulk actions always go through an approval step. Every action runs within the user’s own permissions and is fully audited, so teams can automate busywork without giving up control. The assistant also watches your numbers, such as MRR, churn and funnel conversion, then flags what changed and suggests the next move. Because every product shares one database, an anonymous website visitor, a lead, a deal and a paying subscriber are the same record from start to finish. Marketing analytics follow the full path from visitor to lead to deal to revenue, and you can drill down to a single session. A unified inbox ties email, SMS, WhatsApp, voice and support tickets to the right contact and deal. Booking pages include reminders, verified bookings and two-way Google and Microsoft calendar sync. Vertex was built running real streaming subscriptions, and it includes deep billing for subscription businesses: Quotes, invoices, multi-currency subscriptions and dunning, all synced with Stripe For OTT and streaming: per-region pricing, trials, pauses, win-back campaigns, and retention offers that trigger automatically when a subscriber tries to cancel For SaaS: multi-tenant billing with MRR, NRR and churn tracking, plan-based entitlements and quotas, self-serve checkout and upgrades, and a customer billing portal Customers bring their own provider keys for Stripe, email, SMS and AI. This means no metered markup, and customer data and credentials stay under their ownership. Key features Agentic AI assistant with approval cards, permission scoping and audit logs Contacts, companies, deals and a workflow automation engine Marketing analytics from visitor to lead to deal to revenue Meeting scheduling with two-way Google and Microsoft calendar sync Unified inbox for email, SMS, WhatsApp, voice and tickets Quotes, invoicing, subscriptions, multi-currency billing and dunning OTT subscriber management, including churn and retention offers Multi-tenant SaaS billing, entitlements and a customer billing portal Full REST API Integrations with Stripe, Google, Microsoft 365, Gmail, Telnyx, Postmark, WhatsApp, Google Ads, Meta Ads, Xero, QuickBooks, Slack, Zapier and Claude

PerfecTwin ERP for SAP GUI – Community Edition is a free, AI-powered Windows desktop tool for automating SAP testing. It combines SAP GUI and HTTP recording with built-in AI assistance, so consultants and testers spend less time on repetitive manual testing and documentation. There is no time limit on use. 🤖 AI that acts, not just chats 1. AI Recording: describe a task in natural language and AI operates SAP GUI for you, running transactions, filling fields, and clicking buttons, while every step is recorded as a reusable test asset. You can attach an Excel sheet and AI maps its columns to SAP fields and enters the data row by row. 2. Safe by design: AI asks for your explicit approval in chat before running sensitive transaction codes (e.g., SE38, SE16, SM30). The list of these codes can be configured. 3. AI result analysis: after a test run, AI writes the summary and step-by-step descriptions for the test evidence report and explains failed steps based on the SAP messages. 4. AI work manuals: turn a test scenario into a business procedure document. AI then refines it into an end-user manual or edits it from your natural-language instructions, so manuals stay current. 5. AI Helper: ask how to use the product and get answers grounded in the user manual, with a link to the exact section. 6. Bring your own LLM: OpenAI, Anthropic (Claude), and Google (Gemini) are supported out of the box, and any OpenAI-compatible endpoint can be connected. 7. Privacy protection: rule-based masking, on by default, hides personal data such as card numbers and email addresses before anything is sent to the AI model. The masking rules can be customized. 🔁 End-to-end test automation: Record → Design → Replay → Report 1. Record: capture SAP GUI actions and HTTP transaction, so a single scenario can cover a process that spans external web portals and SAP. 2. Design: build scenarios without code by assembling nodes, with variable data mapping so tests can be reused. 3. Replay: run scenarios against SAP, using breakpoints and step-by-step debugging to find and fix failures. 4. Report: get detailed pass/fail reports and test evidence for fast root-cause analysis. 🧰 Also included 1. Screen Reader: pulls data from SAP GUI screens into database tables so it can be used directly as test input. 2. Batch Work: runs one SAP GUI recording with many data sets to automate high-volume, repetitive tasks. 3. English, Korean, and Japanese UI. AI output follows the selected language. The Community Edition is aimed at individual consultants, testers, and small teams who are starting SAP test automation. It includes up to 10 SAP recordings, 10 web recordings, 10 test scenarios, and 10 Batch Works, and runs one scenario at a time. All AI features are included. Enterprise Edition adds unlimited assets, RFC/BAPI and background job nodes, load testing, test case import/export, Excel report export, and more.

Presently is a bilingual English–Spanish AI intake service for small law firms. When the firm can't pick up, after hours, on weekends or when the intake team is busy, Presently answers in the firm's name, tells the caller it is the firm's AI intake assistant, and runs the full new-client intake in English or Spanish: what happened, when, injuries or charges, insurance, and contact details. The attorney receives a written summary and full transcript by email within minutes, with urgent calls flagged. The caller receives an automatic confirmation call. Calls include the required disclosures: AI assistant, no attorney-client relationship, recording, and a 911 instruction. Built for personal injury, immigration, family, criminal defense and employment firms. Every firm is set up personally by the founder. Pricing: $799 a month plus $499 setup, or $8,150 a year with no setup fee. 30-day pilot: start now, first charge on day 31, cancel by day 28 and owe nothing. Hear it live: (518) 722-2552.

Kudurru Stone is cloud-based project management software built for land surveying firms. It helps teams organize projects, schedule crews, assign work, track time, manage quotes, and stay on top of job details in one system. The platform gives office staff, managers, and field crews a clearer view of active projects and upcoming work. Users can plan crew schedules, assign tasks based on availability, view job locations on a map, and reduce the need to manage work across spreadsheets, calendars, emails, and disconnected systems. Kudurru Stone also supports project tracking, budget visibility, quote management, time entry, and billing workflows, helping surveying companies save time, reduce mistakes, and improve coordination between the office and the field. Personalized onboarding support is available to help firms get set up quickly, including assistance with configuration and data migration.

Ecomva’s Virtual assistant services help businesses in several ways as they have skills, time, and resources. Remote work is becoming highly popular and giving new opportunities to businesses. They allow scaling businesses rapidly and making more money. No restrictions on working hours as they are active every time you need the services. You can quickly get in touch with the best virtual assistant agencies to improve your business performance now. No more need to worry about sorting, filling, record keeping, running business errands, scheduling, and more. Every business has goals that require the right resources and efforts to grow in the market. Managing an online business is a full-time job requiring attention as a single miss out can affect your reputation. They are capable of performing administrative tasks, answer emails, schedule meetings, and manage other roles. Hire a virtual assistant to make the best investment which helps in running a successful business. Skilled professionals are always a good idea when you don’t want to stress about leaving essential elements that affect business performance.

Horsepower is stable and yard management software for livery yards, riding schools, private owners, and the vets, farriers and physios who visit them. It replaces the whiteboard, the WhatsApp thread and the spreadsheet with one shared record that every person on the yard can see. Every horse gets a full profile — photos, breeding, height, microchip, passport, rug size, rider weight limit — alongside pinned warnings like "bites at feed time" that follow the horse everywhere it appears. Treatments (worming, vaccinations, farrier, dentist, physio, saddler and your own custom types) are logged once with an interval, and the next due date advances automatically, so a lapsed booster stops being something anyone has to remember. The yard side covers what actually fills the day: a shared calendar with repeating events and open jobs anyone can pick up, drag-and-drop daily turnout, paddocks drawn straight onto live satellite imagery with area and resting time calculated per field, per-horse feed plans, yard jobs with a green, orange or red status, vehicle MOT and insurance reminders, and illustrated how-to guides for the things new helpers always ask. Two things set Horsepower apart from most of the category. First, your practitioners are part of it: vets, farriers, dentists and physios get a free account, see one merged calendar across every yard they serve, book their own visits, and log treatments directly onto the horse's permanent record — no phone calls, no double entry. Second, members are always free. You pay for the yard, never per livery, so inviting every owner, sharer and weekend helper costs nothing. Billing runs on the same principle. Recurring livery lines and one-off extras — the bag of shavings, catching the field, the worming dose — are logged against the right person as they happen, then drafted into Xero as invoices in one click, with overdue ones nudging whoever owes them. There is also a versioned forms builder (livery agreements, rider declarations, accident reports, daily checklists) signed on a phone, an Office filing cabinet for every PDF and document, in-app messaging with push and a daily email digest, GPS ride tracking with fall detection, a connector that lets Claude and other MCP-compatible AI assistants answer questions about your yard, and an importer that brings horses, visits, treatments, feeds and photos across from other yard apps. Horsepower runs on the web and as native iOS and Android apps. It is free for yards with up to three horses, £10 a month for up to twenty horses at one yard, and £25 a month for unlimited horses across unlimited yards. UK hosted, with full GDPR export and deletion. Built in the UK by Worldweaver Ltd.

FAQ Plus gives a small business a public chat page that answers customer questions from the documents the business uploads: FAQs, policies, price lists (PDF, Word, plain text, CSV, or pasted text). The assistant answers only from those documents. When the answer is not in them, it says so and emails the question to the business with the visitor's contact details, instead of guessing. Plans are priced per conversation volume with hard caps; there is no overage billing and no credit arithmetic. The stack is EU-hosted, visitors need no account and get no cookies, and chats are not stored by default. The assistant answers in the visitor's language, English or Dutch, with a choice between informal and formal address. Setup takes minutes: register, upload documents, and share the chat page at your own link or embed the widget on your site. Built for small businesses that answer the same customer questions by email every week.

HostedClaws is a fully managed AI assistant designed to streamline business operations by automating tasks such as email management, calendar scheduling, research, and content creation. Accessible via Telegram, it offers a quick setup process, requiring no technical expertise, and operates 24/7 to enhance productivity. Key Features and Functionality: - Email Management: Reads, classifies, and acts on emails automatically, forwarding important messages and archiving others, ensuring a clutter-free inbox. - Calendar Scheduling: Manages appointments and schedules by interpreting natural language commands, facilitating effortless meeting arrangements and rescheduling. - Content Creation: Generates images, drafts emails, and produces podcasts based on user prompts, aiding in efficient content development. - Task Automation: Handles routine business tasks, including customer inquiries and order processing, allowing users to focus on strategic activities. - Multi-Model AI Support: Offers access to over 300 AI models, including Claude and GPT-4, enabling users to select the most suitable model for their needs. Primary Value and Solutions Provided: HostedClaws addresses the challenge of time-consuming administrative tasks by providing an AI-powered assistant that operates continuously without the need for technical setup. By automating routine processes, it allows professionals and businesses to focus on core activities, thereby increasing efficiency and reducing operational costs. Its seamless integration with Telegram ensures accessibility and ease of use, making advanced AI capabilities available to a broad audience.

SHERLOX is an all-in-one AI platform by XEFI that connects AI assistants and agents to the tools your teams already use. In Internal mode, business agents work on Microsoft 365 (Outlook, Teams, SharePoint, OneDrive), Dynamics 365, Jira, Lucca, Microsoft Exchange, XEFI DailyApps and any tool with an API, each acting only with the access rights of the person using it. In External mode, users query general-purpose models (GPT, Claude, Mistral) or Alix, XEFI's sovereign model hosted in its French datacenters, fully isolated from company tools. Each agent is a shared workspace with its own instructions, knowledge, connections, memory and scheduled routines (including sending emails), plus an auto-pilot that turns recurring work into reusable skills. SHERLOX answers with cited sources, fills Excel files with formulas intact, produces Word and PowerPoint documents on company templates (also available as an Office add-in), generates charts and tables, and offers a hands-free voice mode in French, English, Spanish, Dutch and German. Security: dedicated database and domain per customer, per-user encrypted OAuth2 connections, a private mode that stores nothing, and real-time tracking of AI credit consumption per user. Per-user billing, with onboarding by a dedicated XEFI sales representative.

NexoPad is a productivity Swiss Army knife that combines four essential tools and adapts to your workspace and workflow: you can open it as a quick popup in the extensions bar, pin it as a side panel for parallel work, or open the notebook in full screen to manage your entire vault. Here are the four main tools it includes: ⚡ 1. Advanced Text Expander: Type a short shortcut (e.g., /quote or /support) and the extension instantly injects your entire template into Gmail, WhatsApp Web, Zendesk, or any CRM. Ideal for webmasters, SEOs, agencies, etc. It supports Spintax (automatic text rotation so your cold emails or link-building emails don't sound robotic) and dynamic variables (automatically captures the name or website of the person on your screen). 🤖 2. AI Assistant (BYOK - Bring Your Own Key) In NexoPad, you enter your own API key (OpenAI, Claude, Gemini) and use AI directly in your browser at cost. Ideal for summarizing websites or rewriting emails without switching tabs, etc. 🔒 3. Secure Floating Notes (Post-its) Save API keys, WordPress logins, or billing information. Everything is encrypted locally on your device. You can open a note as a floating Post-it on your screen while working on something else, without taking up any browser space. 🔗 4. Lightning-Fast Link Manager Press Ctrl+K (or Cmd+K on Mac) and a command palette opens where you can search for and launch your most frequently used links (Analytics dashboards, affiliate panels, etc.) without touching your mouse. And many more features.

RAGnexus specializes in developing customized AI assistants utilizing Retriever-Augmented Generation (RAG) technology to deliver highly personalized and contextually relevant responses tailored to each client's unique needs. By integrating with existing platforms such as Gmail, Slack, and Salesforce, RAGnexus enhances workflow efficiency and productivity without the necessity for businesses to develop their own AI infrastructure. Key Features and Functionality: - Personalized AI Assistants: Crafts AI solutions that provide responses specifically aligned with individual business requirements. - Seamless Integrations: Supports integration with over 40 platforms, including Asana, Confluence, Dropbox, GitHub, Gmail, Google Drive, Jira, Notion, Salesforce, Slack, AWS S3, and Zendesk, facilitating smooth workflow operations. - Data-Driven Decision Making: Utilizes private customer data to generate accurate and context-specific responses, aiding in informed decision-making processes. - Automation of Repetitive Tasks: Automates routine tasks, thereby reducing operational costs and allowing teams to focus on strategic initiatives. - Enhanced Customer Experience: Delivers personalized and adapted solutions, improving customer satisfaction and engagement. Primary Value and Solutions Provided: RAGnexus empowers businesses by offering AI solutions that enhance efficiency, productivity, and customer experience. By automating repetitive tasks and providing data-driven insights, it enables cost reduction and informed decision-making. The seamless integration with existing tools ensures a smooth adoption process, allowing businesses to leverage advanced AI capabilities without the need for extensive infrastructure development.

GiveCard is a payments platform for organizations that disburse money to the end consumers they serve. GiveCard handles use cases like stipends, incentives, rewards, cashback, expense cards, financial assistance, compensation, reimbursements, and other cases that are not standard payroll. GiveCard issues reloadable physical and virtual Visa prepaid cards and also offers capability for ACH, RTP, and FedNow bank transfers, with spend rules, recipient intake, workflows, reporting, and is available via a web-based dashboard as well as via a plug-and-play API for teams to embed into your own software or product. Software companies use the GiveCard API suite to issue cards and send payouts from their own product, show cards inside their app in iframes, and get transaction-level spend data by webhook in real time. Spend rules allow or block spending by merchant category code, by specific merchant, or down to individual items in a purchase, with spending limits by day, week, month, or transaction. Recipients can get access to funds within seconds, can add virtual cards to Apple Wallet or Google Wallet, and do not need a bank account to receive and use a GiveCard. GiveCard handles cardholder support directly, including lost or stolen cards, unrecognized transactions, fraud, and disputes, by phone and email seven days a week. Cards, recipient emails, and the cardholder portal can carry custom branding. Setup takes two to five days on the no-code portal or one to two weeks for a full API integration. The 1099 Tax Compliance Suite automates W-9 collection, 1099 creation, and e-filing.

HelpPay is an Australian social fintech platform designed to simplify the process of requesting and providing financial assistance for bill payments. By transforming any bill into a secure, shareable link, HelpPay enables users to seek help from friends, family, or support networks without the stigma often associated with financial assistance. This innovative approach ensures that all contributions go directly to the service provider, offering transparency and peace of mind for both the requester and the helper. Key Features and Functionality: - Bill Sharing: Users can convert their bills into unique, secure links that can be shared via SMS, email, or social media platforms. - Direct Payments: Contributions made through HelpPay are sent directly to the billing company, ensuring funds are used solely for their intended purpose. - Real-Time Notifications: Both parties receive instant updates when payments are made, keeping everyone informed about the bill's status. - Security Measures: HelpPay employs bank-grade security protocols and validates bill details before they can be shared, safeguarding user information and transactions. Primary Value and User Solutions: HelpPay addresses the challenges associated with requesting and offering financial assistance by providing a transparent, secure, and user-friendly platform. It eliminates the discomfort of discussing money matters by allowing users to share their bills discreetly. For helpers, it offers assurance that their contributions are applied directly to the intended expenses. Additionally, businesses benefit from reduced late payments and lower accounts receivable management costs, as HelpPay facilitates timely and direct bill settlements.

LEXA is a legal case management system that manages vital documents and all other aspects of legal cases. Legal Assistant includes document mass-loading, managing and editing contracts, court letters, proposals, videos, and timelines and manages events, expenses, time and billing, emails, contacts, and has integrated communication tools.

Apex Chatbot turns your existing website content into a working AI assistant in minutes, without developers or chatbot flow builders. You sign up, paste your website URL, and the platform crawls the site and trains the assistant on your pages automatically. Then you copy one script tag into your site and the chatbot is live, answering visitor questions in their own language. A single widget serves international traffic, and the owner dashboard itself is available in 8 languages (English, Hungarian, German, French, Spanish, Italian, Portuguese, Polish). When a visitor shows buying intent, the bot captures the lead and sends an instant email notification to the owner. On top of that, Apex Chatbot drafts the busywork: the AI prepares follow-up emails, price quotes, and appointment suggestions, and the owner approves each one with a single click before anything is sent. Nothing goes out without human approval. You also get a full conversation history dashboard, an owner mobile app for iOS and Android (in preparation for the app stores), and Stripe-powered billing. Plans start at $59 per month, with a 14 day free trial on every plan and no card needed to start. Annual billing saves 20 percent. The first 25 customers get the Starter plan for $29 per month, locked in forever. Apex Chatbot is built by ApexWeb, a small founder-led company based in Gyula, Hungary.

The Etailers is a comprehensive e-commerce outsourcing company based in Barcelona, Spain, specializing in developing and consolidating online businesses. Established in 2010, they offer end-to-end solutions that integrate seamlessly into clients' business models, ensuring exceptional customer experiences. Their services encompass strategy development, technology solutions—primarily on Magento—24/7 managed support, online marketing, payment gateway setup, logistics, and customer care. By providing a holistic approach to e-commerce, The Etailers assist businesses in navigating the complexities of online sales, enabling them to achieve their digital objectives efficiently. Key Features and Functionality: - Strategic Planning: Designing tailored solutions, strategic planning, multichannel implementation, global deployment, process improvement, and digital business strategy. - Digital Business Services: Content creation, UX enhancements, automation and personalization, SEO and SEM strategies, social media management, email marketing, and data analytics. - Technology Solutions: Development of multilingual and multi-currency e-commerce platforms, scalable and multichannel platforms, mobile and tablet compatibility, merchant integration, and promotional tools. - Billing and Payments: Implementation of local payment methods, fraud management, VAT handling across Europe, Switzerland, and the UK. - Logistics: Flexible warehousing, international shipping, inventory management, and order processing. - Customer Support: Multilingual support, dedicated or shared services, and assistance via phone, email, and live chat. Primary Value and Solutions Provided: The Etailers' primary value lies in their ability to offer a 360-degree e-commerce solution that addresses all facets of online retail. By integrating technology, marketing, logistics, and customer service, they enable businesses to establish and expand their digital presence effectively. Their expertise in Magento development and comprehensive service offerings help clients overcome the challenges of online sales, ensuring a seamless and efficient e-commerce operation. This holistic approach allows businesses to focus on their core competencies while The Etailers manage the complexities of the digital marketplace.

TuneYourStore is a free instant audit tool for Shopify stores. Enter your store URL and email, and it runs three scans in parallel on your live public site: __Speed & mobile__ (Google PageSpeed Insights, Core Web Vitals, and Cloudflare delivery metrics), __SEO__ (titles, headings, alt text, structured data, sitemaps, indexability, and your Google listing), and __AI readiness__ (whether AI assistants like ChatGPT and Perplexity can read and recommend your store — `llms.txt`, bot access, product data, and FAQ markup). You get one overall grade, three sub-scores out of 100, and a prioritized fix list where every issue is ranked by impact and shows the points you'd recover by fixing it. It needs no installs, no access codes, and no admin access — just your public pages. Want it done for you? The report links to a hands-on fix service that replies within one business day.

Helploom is an affordable and efficient customer support platform tailored for solo founders and small teams. It integrates unlimited live chat, comprehensive help center functionalities, and AI-powered assistance under a transparent, flat pricing model. The live chat feature facilitates limitless conversations without tiered plans, per-user billing, or hidden fees. It allows for simple website integration and enables an unlimited number of teammates to collaborate within a shared inbox. Key functionalities, such as email notifications and lead collection forms, ensure seamless customer communication and engagement. Users can construct and manage a professional Help Center with intuitive, Notion-like editing tools. This allows for the creation of structured articles enriched with multimedia and organized into collections for straightforward navigation. The platform offers instant search capabilities, branding customization, and analytics to monitor article performance. Additionally, Helploom's AI Agent provides 24/7 support by learning from the knowledge base to answer customer queries automatically, with intelligent human escalation when necessary. This feature supports over 50 languages and ensures customers receive timely assistance regardless of time zones. By offering unlimited usage without per-agent fees, Helploom enables businesses to scale their support operations efficiently and cost-effectively.

Sirius Solutions Global is a Dallas-based healthcare solutions company providing comprehensive Medical Billing, Revenue Cycle Management (RCM), Dental RCM, Provider Credentialing & Enrollment, Denial Management, Prior Authorization, Front Desk Support, Virtual Assistance, and Healthcare Marketing services. With more than 6 years in business, we help healthcare providers streamline administrative operations, strengthen revenue-cycle performance, reduce billing challenges, and create more efficient workflows. Our team combines industry expertise, technology, and hands-on support to deliver practical solutions tailored to the needs of healthcare organizations across the United States. Website: https://www.siriussolutionsglobal.com/ Phone: (682) 403-6805 Email: info@siriussolutionsglobal.com

Paradoxon Assistant was born inside a real repair shop in Fort Lauderdale: it is built by someone who repairs daily and uses it to charge for his own repairs. It carries orders end to end — front-desk PWA intake, equipment photos, printed tickets with QR codes, clear statuses and automatic customer notifications by SMS or email. The touch-optimized interface, with large buttons, is made for the real counter. It is truly bilingual (Spanish and English across the app and the customer page), runs locally on Windows and keeps working without internet: your customers and orders live in a local database on your own computer, not in anyone's cloud. A second station is supported with the Technician Client. The trial lasts 14 days of actual use, no card required; there are annual and lifetime licenses, and when an annual license expires the program keeps working — you only stop receiving new versions.