Service details
A closer look at what you’re handing off.
The daily work, the weekly read, and the human responsibility behind them. Your written agreement defines the work we take on.
Virgil learns the business, not just the task.
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.
Virgil is your named human guide. They learn your priorities, how your business works, and which decisions need your attention. You have someone to ask when a number looks wrong or a piece of work hasn’t been closed.
As the relevant records are connected, Veylo checks sales, profit, expenses, cash flow, customer patterns, and capacity. Virgil reviews what Veylo flags and decides what needs your attention. What we review depends on your scope and the records available.
The point is to help you work toward your goals, rather than carry every recurring task yourself. Virgil brings questions and patterns to you; you decide what to do next.
The everyday work
- Books: Veylo matches and checks transactions, organizes receipts and invoices, and flags missing records. Virgil reviews questions and the package your CPA needs.
- Follow-up: Veylo tracks agreed follow-up, with routine replies automated through FrontDesk under your approved rules. Virgil reviews important messages escalated for human attention.
- Schedule: Veylo tracks agreed appointments and deadlines and sends configured reminders. Virgil reviews exceptions and coordinates decisions that need a human.
- Admin: Veylo organizes documents, flags approval requests, and reminds you about agreed open work. Virgil reviews what needs your decision and answers for the work.
- Owner’s Brief: Veylo calculates and checks the numbers. Virgil reviews flagged items and what needs to reach you in the weekly read.
Explore FrontDesk email handling, included from Books & Back Office Plus.
Your Owner’s Brief
A clear weekly read, so you don’t have to search through reports and inboxes to find what deserves attention.
What changed
Meaningful movement in the numbers you agree to follow: sales, bookings, profit, expenses, cash flow, and customer activity where the source records support them.
What needs attention
Overdue follow-ups, schedule gaps, pending approvals, and unusual activity, brought into one prioritized view.
Where to look next
Patterns worth discussing, such as growing demand for a service, changing customer activity, or unused capacity.
The numbers are checked before delivery.
Veylo calculates and checks every figure against its source records. If a check fails, Virgil reviews the raw numbers before anything goes out. Veylo flags missing records rather than filling gaps with guesses.
You stay in control of the decision. Tax, legal, accounting, and investment advice stays with your qualified advisors. We prepare the package your CPA needs; we don’t replace your CPA.
You keep the final say.
Every payment needs your approval. You control customer messaging by setting the rules FrontDesk follows. Routine replies within an approved policy can go out automatically, so you don’t have to read each one. Important, sensitive, uncertain, or out-of-scope messages go to a human for review. Your approvals and message actions are logged.
We agree on responsibilities, permissions, and escalation rules before a workflow starts. Veylo flags items requiring a decision and reminds you about agreed open work. Virgil reviews the flags and decides what needs to reach you.
Different urgency. Different attention.
In agreed, configured workflows, Veylo tracks important work and sends reminders until it is complete. Virgil reviews exceptions and decides what needs your attention. That might be a bill approval, customer follow-up, filing deadline, or supplier delay.
Urgent
Time-sensitive issues that need your attention as soon as possible.
Important
Approvals, due dates, and decisions that should be handled today.
Follow-up
Routine tasks, customer callbacks, and work that still needs a clear close.
Email and text notifications are configured around the channels and permissions in your scope. Reminder timing and follow-up rules are agreed with you. Mobile-app push notifications are planned and are not included as a live capability.
An NDA before we look.
We sign a confidentiality agreement before reviewing your records. Your books, customers, systems, and business plans are treated as confidential.
A baseline review can happen before systems are connected. Wherever possible, you grant access through your provider’s authorization or a forwarding arrangement you can stop. We do not ask for your personal password.
If an export is the only practical option, we explain the choice. You can skip a historical review and start from the day you authorize the work.
Read what we put in writing before a baseline review, including use, access, AI processing, and destruction of evaluation data.
Your Data Bucket
Your originals are kept as received, before extraction or interpretation. Corrections become new records. Your original stays.
When your business needs a wider scope
Custom Managed can cover daily human support, quote preparation, advanced reporting, and specialized workflows for a larger or multi-location operation. The work and pricing are agreed around your business.
A private internal company chat can also be scoped, with access to approved company knowledge and role-based permissions. It is not a standard-plan inclusion or a promise of an already-connected system.
A capability is activated only when it is connected, tested, permissioned, monitored, and supportable for your business. We confirm deliverables and timing in writing before work begins.
Start with the work you need covered.
A complimentary 30-minute review helps us identify a practical place to begin.
Book a 30-minute workflow review