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Agentic service

A back office that handles itself.

An AI assistant connected to your tools through MCP: invoicing, bank statements, accounting paperwork, email and tasks. It works right inside Claude and Slack, which you already use. It proposes and prepares; decisions with consequences stay with you.

Running itashu's own back office since February 2026. 32 tools, no new app.

A familiar state

The admin nobody wants to do

Without the assistant

By hand, every time

  • Invoices are assembled by hand from hours worked.
  • The bank statement is matched to receipts line by line.
  • Accounting paperwork is gathered from scratch every month.
  • Tasks from emails are retyped by hand, or lost.

With the assistant

One command

  • An invoice grows out of time entries, with the right rates.
  • The statement gets matched to receipts; unclear cases come back as questions.
  • The monthly paperwork close is one command and a review.
  • An email becomes a task with a link back to the original message.

Scope

What the assistant handles

Invoicing

Invoices from hours worked, including per-client rates and overhead. It watches due dates and prepares the follow-up.

Bank statements

Reads the bank statement and proposes matches against receipts. When a case is ambiguous it does not decide alone; it presents candidates.

Monthly close

Collects invoices from email, filters out duplicates, flags suspicious documents and assembles the folder for accounting.

Accounting paperwork

Prepares the email with the work breakdown in your accountant's language. As a draft; sending is yours.

Email and tasks

Searches the inbox, turns an email into a task with a link back to the original message, prepares a draft reply.

Reports

A monthly work report from the calendar and time entries as a PDF, stored where you expect it.

Under the hood

How it works

  1. Connects where you already work

    The assistant is an MCP server. You use it from Claude or Slack; no new application, no extra login.

  2. Reads your systems

    Project tool, email, drive and calendar through OAuth grants you can revoke at any time. It has no database of its own; your tools remain the source of truth.

  3. Proposes, does not decide

    Payment matches come back with a confidence level; suspicious documents get flagged and left in place. It deletes nothing; at most it moves things to the bin.

  4. Writes results back into the documents

    The matched statement gains a receipt column, receipts gain the vendor name in the filename. The folder you hand to accounting explains itself.

  5. Leaves consequences to you

    Emails with consequences end as drafts, invoices wait for review. The assistant prepares everything; the last word is yours.

Case study

itashu's own back office

We built the assistant for our own company. Since February 2026 invoicing, the bank and the monthly accounting paperwork all flow through it. Not a demo prototype; the system our administration runs on.

tools across invoicing, banking and email
32
months in production
6+
command for the monthly paperwork close
1
databases of its own; your tools stay the source of truth
0

What it actually handles

  • The monthly close: collects invoices from Gmail, including those arriving just before or after the month boundary, filters duplicates and flags documents that do not belong in accounting.
  • Statement matching: card payments often carry only the merchant's city. The assistant knows the vendor map, and when a city matches several companies it decides only after reading the invoice.
  • Accounting paperwork in English: it translates the work breakdown and prepares it as an email draft. Sending remains a human step.

Honest about the limits

The assistant is built to measure for one company and its tools. Deploying it for you means connecting to your stack: a different project tool, a different bank, a different accountant. It is not boxed software; it is a project with a clear scope. Which is exactly why we start with a process audit, not an installation.

Where it leads

From statements to a CFO dashboard

Matched statements and receipts are not copied into a spreadsheet once a year. The assistant writes them back into the documents, and the same data continuously builds a financial view of the company and the family. No second data entry, no shadow database.

Dashboard preview with illustrative numbers and fictional clients.
  • Company: cashflow, results, utilisation, unpaid invoices and runway in one place.
  • Family and salary: how much of personal spending the company covers, and tax scenarios for decisions.
  • Instead of spreadsheets you get a 'what to do' list, ranked by impact.

Engagement model

Deployment and operations

The AI assistant is not a box; it is fitted to your processes and tools. So the engagement has two parts: a one-off deployment and monthly operations, in which the assistant grows with you.

Deployment

A fixed-scope project

  • Process audit: what eats time and what to automate first
  • Connection to your tools: project tool, email, drive, bank
  • Guardrails: what it may do alone, where it stops at a draft
  • Documented handover; the code is yours
Request a quote

Grows with you

Operations

Monthly subscription

  • Running and overseeing the assistant
  • New tools and changes as your processes evolve
  • A monthly summary of what the assistant handled
  • Support and human review when it is needed
Request a quote

The deployment price depends on how many tools and processes get connected; operations on the scope. You will get a quote with an exact number within two business days.

Questions

What others ask

An assistant built on a large language model, in our case Claude, with your company tools connected as capabilities through MCP (Model Context Protocol). It is not another application: you work with it in Claude or Slack and it reads and prepares things inside the systems you already run.

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Let's look at where you are.

Forty minutes looking at how things stand. It tells us how far we can take you towards being an AI-native company, and what that will cost you at the end of the day.

  • Where AI makes sense in your processes, and where it does not
  • An estimate of scope, time and cost
  • A first step you can start on right away
  • No presentation, no commitment
Jaro Rais

Jaro Rais

AI consultant and developer

Get in touch and we will come back to you within one working day.

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