See Agent #50 in action. The 13-minute version

Document chase is the workflow that quietly burns hours every close. Three follow-up emails, a phone call, a rewrite when the first version sounded too pushy, a CRM note you forgot to log. Agent #50 turns the whole thing into one pass.

In this 13-minute demo, the agent takes a client (Acme Coffee Co., monthly close, two missing bank statements) and produces the complete chase package in under five minutes: a primary chase email tailored to the client's tone, channel, and urgency, two fallback phrasings (warmer and firmer) you can swap in, a four-touch follow-up cadence calibrated to the deadline, a phone-call script with branches for the four most common client responses, and an internal CRM log note ready to paste. Real workflow, no skip cuts.

If document chase is on your team's plate every month, this is the agent that turns it from "who has time for this" into a five-minute step.

Watch the demo: https://youtu.be/5PPvMi34tLo

These agents work with what you already use. No new system to learn. Output drops into QBO, Xero, Karbon, ContentSnare, your existing email, your existing portal. We're making this easy. Let's get started.

After watching, here's what's available:

Pro Membership is new. Two tiers, both founding pricing, both lock the founding rate for life. Submit Your Idea at $39/mo (returns to $59) lets you submit one workflow per month and we build the agent inside a 48-business-hour SLA. Build with Yvonne at $79/mo (returns to $99) gives you two 15-min build sessions with me each month so we design the agent together. Both tiers include one Pro Bundle and the monthly Workflow Lab. 20 of 25 founding spots remain. https://aiaccounting.legacysbc.com/pro-membership

The 5 bundles are standard pricing now: $249 per bundle, or $799 for the Complete Library (all 60 agents). Bookkeepers (13), Tax (11), Client Onboarding (11), Accounting Firm (13), Audit / Review / Quality (12, new). New Business Bundle launches next week. https://aiaccounting.legacysbc.com/pro-bundles

Free, always open: the community at https://aiaccounting.legacysbc.com/community and one free agent (pick any from the library of 60) at https://aiaccounting.legacysbc.com/claim-agent

Whichever piece fits where you are, glad you're here.

. Yvonne Legacy SBC · AI for Accounting