For trades & agencies — no. 03

The quote you sent three weeks ago.
Still hasn't gone cold.

You sent the quote. They went quiet. You meant to follow up, then a job came in and you forgot. Omniagent's Bookkeeper answers "which invoices are overdue?" straight from your live QuickBooks — no spreadsheet, no guessing. And The Chaser follows up on every silent quote and invoice on a schedule, politely at first, firmer later, stopping the instant they reply.

01 / How it works for you

Two moves cover
most of the paperwork.

Every agent shares the same multimodal core — retrieval over your own documents, memory, and real tool access. For a trade business or agency running on quotes and invoices, two roles do almost all the work.

Bookkeeper Agent

Live books, safe writes

Reads real QuickBooks data on demand — overdue invoices, balances, who owes what — the moment you ask on WhatsApp. New invoices and payments exist only on the far side of a typed CONFIRM. One confirmation, one action, every time.

tools: quickbooks_query · gated writes
The Chaser

Follows up so you don't have to remember to

Every quote, invoice and proposal that went silent gets a polite, personal follow-up — then a firmer one, spaced like a good bookkeeper would. It stops the moment they reply, and reports recovered revenue weekly. Most businesses find thousands sitting in "I meant to reply."

schedule: 09:00 + escalating · cron · memory
The math

Every silent quote is a number worth putting on a slider. Drag your own message volume, handling time and hourly rate into the same ROI calculator used on the main site — payback is computed against the Growth plan at $399/mo.

Run the numbers on omniagent.ai →

The Bookkeeper Agent is one of up to three agents on the Growth plan ($399/mo) — The Chaser ships as one included night-shift service. See the full breakdown.

View price list

Stop losing revenue
to "I meant to reply."

Twenty minutes. Bring your hardest overdue-invoice question — we point an agent at your actual books and let it answer, live, while you watch.