keel — AI business operations assistant
🇯🇵 日本語

Professional Services

Client queries answered. Deadlines tracked. Reports delivered.

Professional Services

The Problem

  • ✕Client inquiries consume your day — "When is the filing deadline?" "What documents do I need?" — the same questions, over and over
  • ✕Deadline management depends on individual memory — during busy season, things slip through the cracks
  • ✕Monthly client reports take hours to compile manually, leaving no time for the advisory work clients actually pay for

How keel helps

Client Communication Automation
Routine questions get instant, accurate answers from keel — filing deadlines, required documents, submission status. Only complex advisory questions reach your team. Client response time drops by 80%.
Deadline & Task Management
Tax filings, regulatory submissions, annual renewals — every deadline tracked automatically. Two-week advance alerts, one-week progress checks, day-of final verification. Zero missed deadlines.
Automated Report Generation
keel drafts monthly client reports from your accounting data — with period comparisons, trend analysis, and key metrics. Partners review and add advisory notes instead of building reports from scratch.

Client communication workload reduced by 80%. Zero missed deadlines. Monthly report preparation time cut to 1/4.

80%

Less admin work

See a live demo for Professional Services

Book a free 30-min call and see how keel fits your workflow.

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Also works for

Travel & Tourism

From inquiry to confirmed booking — in hours, not days. The AI operations platform built for destination management.

Creators & Agencies

Scripts, deals, and admin — handled while you create.

E-commerce Brands

Your campaigns run. Your inventory moves. You sleep.

Event Planners

Every vendor, every detail, every deadline — on track.

Property & Real Estate

Every listing, every lead, every lease — managed automatically.

Clinics & Healthcare

Patients cared for. Schedules filled. Paperwork handled.

Beauty & Wellness

Chairs full. Clients returning. Reviews growing.

Automated Quoting

From inquiry to professional quote — in minutes, not hours.

Invoicing & Follow-ups

Invoices sent on time. Payments tracked automatically. Nothing falls through the cracks.