Freddy

AI Client Acquisition.

Built for Bookkeepers.

Freddy gives you the clarity to price bookkeeping services accurately and the tools to onboard and collect payments in one single, intelligent platform.

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Your Entire Client Workflow. Automated and Simplified.

Get started with a revolutionary way to acquire and manage new clients. Every step, from initial lead to paid client, is handled in one intelligent platform.

Instant Client Connection

Clients book calls and instantly grant secure, read-only access to their QBO, eliminating tedious manual setup.

AI Data Deep-Dive

Analyze months of financial data with one click. Get insights into client's transactions, revenue, & problem areas.

Accurate Pricing & Fit

Freddy suggests ideal pricing and flags client fit before your first call, giving you the confidence to quote profitably.

One-Click Proposal

Automatically pull analyzed data into a pre-built proposal. Generate an e-sign document and send it out instantly.

Signed Contract Library

All signed proposals are securely stored in Freddy, creating a single, accessible source of truth for you and your client.

Seamless Payment Collection

Collect client payments easily through Freddy, with a smooth, hassle-free setup that speeds up cash flow.

Your Client Data, Instantly Understood

Get instant, conversational answers about your client's books. Freddy simplifies complex financial analysis into quick, actionable insights.

Instant Data Retrieval

Ask Freddy about transactions or trends and get immediate, accurate answers—no ledger digging needed.

AI-Powered Analysis

Ask Freddy to analyze revenue trends, identify inconsistencies, or summarize client profitability in natural language.

Visual Chart Generation

Gain deeper clarity by asking Freddy to instantly generate and view relevant charts and graphs.

Keep Growing with Confidence

Freddy empowers you to turn client leads into profitable, paying customers faster than ever. Stop guessing on pricing and start scaling your firm with complete clarity.

Book a Call

Keep Growing with Confidence

Freddy empowers you to turn client leads into profitable, paying customers faster than ever. Stop guessing on pricing and start scaling your firm with complete clarity.

Book a Call

Keep Growing with Confidence

Freddy empowers you to turn client leads into profitable, paying customers faster than ever. Stop guessing on pricing and start scaling your firm with complete clarity.

Book a Call

Keep Growing with Confidence

Freddy empowers you to turn client leads into profitable, paying customers faster than ever. Stop guessing on pricing and start scaling your firm with complete clarity.

Book a Call