Finance and back office

Cash comes in faster.

Invoices out the same day, payment follow-ups, vendor bill intake, matching, and a Monday numbers report. A person approves anything important.

Sample invoice with a recommended approval

Invoices · SAMPLE
Vendor
Sample Vendor Co.
Invoice
INV-1001
PO
PO-001
Amount
$1,234.00

Recommended · SAMPLE

Recommended: approve, matches PO-001

Needs you

QuickBooks · SAMPLE

Sample status: synced

Done
Slack · SAMPLE

Recommended: approve INV-1001 ($1,234.00). Approve? Y/N

Cash sits too long.

.01

Cash waits.

Invoices go out late and nobody has time to chase them.

SAMPLE · INV-1001 · $1,234.00

.02

Vendor bills wait.

Bills arrive in the inbox and matching them is still a manual pass.

SAMPLE · PO-001 · needs a match

.03

Monday numbers take a hunt.

You ask around for this week's numbers instead of opening one draft.

SAMPLE · Monday numbers · SAMPLE

What we set up

What we set up

Each one asks a person to approve anything important. The panels below are sample screens.

Invoices out same day

The assistant drafts the invoice from the work already in your tools and asks you to approve the send.

SAMPLE

INV-1001 · Sample Vendor Co. · $1,234.00

You approve it.

People stay in control. The assistant asks in Slack, Teams, or a text before anything important goes out.

Slack · SAMPLE

Recommended: approve INV-1001 ($1,234.00). Approve? Y/N

Works with the tools you already use

  • QuickBooks
  • Xero
  • Gusto
  • ADP
  • Stripe
  • Square
  • Shopify
  • Gmail
  • Outlook
  • Google Workspace
  • Microsoft 365
  • Microsoft Teams
  • Slack
  • Zoom
  • HubSpot
  • Salesforce
  • Mailchimp
  • Calendly
  • Dropbox
  • DocuSign
  • Zapier
  • Asana
  • Monday.com
  • Google Calendar
  • Notion
  • Airtable

Watch a sample move.

Four steps. Arrives, the assistant works, you approve, then it is done. Sample data only.

The guarantee

$25K a year in savings, starting at go-live.

If we don't hit it, we keep working for free or refund you.

Sample walkthrough

A sample invoice shows up

Sample Vendor Co. sends INV-1001 for $1,234.00.

Needs you
SAMPLE
Vendor
Sample Vendor Co.
Invoice
INV-1001
Amount
$1,234.00

.FAQ

Questions, answered.

What does Overstreet do?

The Overstreet team helps companies with $10M+ in revenue get their team AI-ready. We find the savings, set up AI assistants in the tools you already use, and train your people.

What is an AI assistant?

Software that does a repeat task for your team, like sending invoices or following up on leads, and asks a person to approve anything important.

Do we need new software?

No. We work inside the tools you already use, like QuickBooks, Microsoft 365, Slack and Google Workspace.

Is our data safe?

Yes. Every engagement includes a systems and security review, and the first training session covers secure AI use and a 1-page AI policy.

Will AI replace my staff?

No. It takes busywork off your team so they can spend time on customers and growth. People approve the important steps.

What is the guarantee?

Your AI assistants save at least $25K a year, starting at go-live. If not, we keep working for free or refund you.

Get your nights and weekends back.

One free call. A clear plan. $25K a year guaranteed, starting at go-live.

Book your free 30‑min AI savings call
Slack · SAMPLE

Recommended: approve INV-1001 ($1,234.00). Approve? Y/N

$25K a year in savings, starting at go-live.

If we don't hit it, we keep working for free or refund you.