BudgetWorks
All Solutions
💼

Agency & Consultancy

Run the whole agency back office with AI

4 AI agents working for you 24/7

Agents Included In This Plan

💰

Chase

AI 追數專員

Persistent but polite

  • Tracks overdue invoices
  • Sends payment reminders via SMS/email
  • Escalates aged receivables
Included in your plan
Try it Live
🔍

Scout

AI 搵客專員

Curious, detail-oriented

  • Scores and ranks leads
  • Daily hot leads briefing
  • Tracks deal stage changes
Included in your plan
Try it Live
🗺️

Atlas

AI 項目經理

Organized, calm

  • Daily project status digest
  • Overdue task alerts
  • Timesheet reminders to team
Included in your plan
Try it Live
📊

Penny

AI 財務管家

Sharp, no-nonsense

  • Cash flow monitoring
  • Expense approval routing
  • Budget vs actual alerts
Included in your plan
Try it Live

Try It On Your Documents

Upload a Agency & Consultancy document — receipt, invoice, form or statement — and see it turned into data.

Try Otto live

Nothing is stored

Test Cases

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Upload Documents

Drop a receipt, invoice or document here

or click to upload — image, PDF, Office doc or text (max 20 MB)

Everything You Get

Tracks overdue invoices
Sends payment reminders via SMS/email
Escalates aged receivables
Daily cash collection summary
Predicts payment likelihood
Scores and ranks leads
Daily hot leads briefing
Tracks deal stage changes
Follow-up reminders
Pipeline health reports
Daily project status digest
Overdue task alerts
Timesheet reminders to team
Budget burn rate warnings
Milestone tracking
Cash flow monitoring
Expense approval routing
Budget vs actual alerts
Revenue forecasting
Vendor payment scheduling
One monthly fee — everything included
HKD 699/month

Replaces a human team costing $8,800/mo

  • All 4 agents included — no per-agent fees
  • Works 24/7 from day one
  • No credit card, no contract, cancel anytime