“There’s money in the bank. But can I pay myself?”
Veylo calculates what’s available after rent, payroll, the card bill, and upcoming payments. Virgil reviews anything needing a closer look.
AgentixAI Managed Back Office
Know what you can pay yourself this week.
Without doing the books yourself.
Virgil is your named human guide. Veylo runs your books and back-office work under Virgil’s oversight. Work with us by text and email, for a flat monthly fee. You approve every payment and control customer messaging. With FrontDesk, routine replies follow rules you approve; important or uncertain messages go to a human.
Book a 30-minute workflow reviewNo login required.
Veylo organizes receipts and checks transactions. Virgil reviews exceptions.
Still figuring this out after everyone’s gone home?
“The books are behind. My CPA needs answers.”
Veylo organizes receipts and transactions, checks the records, and prepares your financial package. Virgil reviews exceptions.
“I’m going to miss something important.”
Veylo tracks the deadlines you agree to cover—licenses, filings, and payments—and sends reminders before they’re due. Virgil reviews anything needing human attention.
Connect the records. Hand off the work. Keep control.
Connect what you already use.
After an NDA, we connect your bank feed, Square, and business email as needed for the agreed work.
Veylo does the work. Virgil oversees it.
Veylo handles books, receipts, and agreed follow-up. Virgil reviews exceptions. Send a receipt or ask a question by text or email. You don’t need to open an app.
Keep control of payments and messages.
You approve payments and set the rules for customer messaging. Each week, you get a clear read on the numbers and what needs your attention.
Two names you’ll hear.
Veylo does the work. Virgil watches it.
Veylo is the system — the brain behind the automation. Virgil is the named human who oversees it and answers for it.
Veylo runs the daily work. It matches your Square sales to your bank deposits, watches for a bill or charge that doesn’t fit — especially a new one — and asks the right question so it lands in the right place in your books. When Veylo isn’t sure, it doesn’t guess. It asks Virgil.
Virgil is your named human guide. Virgil reviews what Veylo flags, answers your questions, and is the person accountable for the work. Nothing moves money or reaches a customer without your yes.
Someone handles the work. You keep the final say.
One named human, accountable for the work.
Virgil learns your business, reviews what Veylo flags, and answers your questions. You know who to call when something needs explaining.
Your approval is part of the system.
Every payment needs your approval. You decide which routine messages FrontDesk can send automatically and which need review. Your approvals are logged, so there’s a record of what you authorized.
It works by text and email.
Send a receipt photo. Ask, “Can I afford a $1,200 chair?” Veylo checks your business’s records. Virgil reviews questions that need human judgment. No login required.
Your weekly read has checked numbers.
Veylo calculates and checks every figure against its source records. If a check fails, Virgil reviews the raw numbers before anything goes out.
The Data Bucket: your originals stay yours.
Every original is kept exactly as received, never overwritten, and given a cryptographic fingerprint that makes changes detectable. Deletion requires a separate, human-authorized process with a log.
Read how your Data Bucket is protectedWe run the books. Your CPA stays your CPA.
Veylo handles the agreed bookkeeping and back-office work, flags missing records, and prepares the package your CPA needs. Virgil oversees the work and reviews exceptions.
Books · Follow-up · Schedule · Admin · Owner’s Brief
Our ledger is your books of record. You don’t need a separate bookkeeping subscription.
Every engagement starts with an NDA before we look at your records. Read how confidentiality and access work.
Tax, legal, accounting, and investment advice stays with your qualified advisors. We prepare the package your CPA needs; we don’t replace your CPA.
Start with the tools you already use.
We connect Square for sales and payouts, Square Appointments for scheduling, your bank and credit card (Plaid), Gmail or Microsoft 365 for email, and Quo for texting.
Working toward: Vagaro, Toast, Clover, Shopify POS, Xero. If you use one of these, ask us where we are—we’ll tell you before you commit.
Hand off the work for a flat monthly fee.
If you’re weighing a part-time bookkeeper and office manager, start with the work you need covered.
Books & Back Office
$299 / month
One-time setup: [SETUP]
A named Virgil guide, bookkeeping, receipt organization, agreed deadline tracking, approval requests, and your checked weekly read.
Books & Back Office Plus
$499 / month
One-time setup: [SETUP]
Everything above, plus FrontDesk email handling, customer follow-up, and a broader agreed scope of daily admin.
Custom Managed
Priced around your scope.
Everything in Plus, with daily human support, quote preparation, advanced reporting, and specialized workflows for a larger or multi-location operation.
Priced by the shape of your business, not metered by its success.
We agree on the scope before work starts.
Book a 30-minute workflow reviewWhat’s still waiting when your day is done?
Bring the cash question, the overdue books, or the admin you keep putting off.
In a complimentary 30-minute review, we’ll look at what you need covered and identify a practical place to start.
Book a 30-minute workflow review