Eliminate Manual Data Entry. Automate Contract-to-Payment Workflows.

Transform signed contracts into scheduled revenue instantly. Automatically sync DocuSign signatures to monday.com and QuickBooks, eliminating hours of manual data entry and human error in property sales operations.

PROBLEM

Manual Contract Processing Wastes Time and Creates Risk

Property sales teams manually copy data between DocuSign, project management tools, and accounting software. This creates duplicate entries, human errors, missed payment schedules, and ties up your accounts team with repetitive work instead of strategic tasks.

SOLUTION

How It Works

Instant Contract-to-Board Sync

The moment a DocuSign reservation form is signed, all client details and property information automatically flow into monday.com, creating new items with complete contact and reservation data. Your project board stays current without manual entry, and your team gets instant visibility into new leads.

Automated Payment Schedule Generation

When the Agreement of Purchase and Sale is signed, the system automatically creates a complete 120-month payment schedule in QuickBooks with every invoice pre-configured and ready to send. Complex payment terms that used to take hours to set up now happen in seconds, eliminating scheduling errors and late invoice generation.

Single Source of Truth with Attached Documents

Signed contracts are automatically attached to monday.com items, creating a centralized record that keeps legal documents, project details, and payment information in one searchable location. Your team no longer hunts through email folders or shared drives to find the documents they need.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.