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File documents and confirm the record

The approved update saved against the correct client, with its original document and result link.

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  • Clio
  • MyCase
  • Filevine
  • Smokeball
  • Xero
  • QuickBooks
  • Sage
  • a3innuva (A3)
  • Reapit
  • Alto
  • Arthur Online
  • Houzz Pro
  • Programa
  • Studio Designer
  • Gmail
  • Outlook
  • Microsoft 365
  • Google Workspace
  • Slack

What starts the work

An approved client document or correction arrives in the connected conversation.

  • Original document
  • Confirmed client and period
  • Permitted fields in the accounting tool

Work in your tools

Read the approved fields and retain the original
Check the client, period and possible duplicate
Prepare the permitted record update
Verify the saved result before closing the task
Work in your tools
What your team does todayWhat comes back
Re-enter document details, find the matching record and check whether the save succeeded.The approved update saved against the correct client, with its original document and result link.

Built around the tools you use

We check your exact software, permissions and available actions before agreeing the workflow.

  • WhatsApp / email
  • Xero / QuickBooks
  • Sage / a3

Where your team stays in control

Your firm reviews uncertain fields and approves the changes required by its workflow. Statutory submissions stay with your team.

A failed write remains open. Runnrr returns the source and attempted change for review.

Agree how you will measure the result

Compare staff handling time, completed requests and exceptions before and after setup. The written scope defines which requests count and what a completed result means.

Calculated from your inputs. Include review and exception handling. Validate the target during your pilot.

—hstaff hours per month at your target

Enter your current workload and a target to compare the time involved.

Current monthly handling
—
Target monthly handling
—
Dmitrijs Vitjazevs, founder of Runnrr
Start with one recurring job. We agree the result, connect your tools and test the workflow with your team.
Dmitrijs VitjazevsFounder, Runnrr

Questions before you start

Which software can this use?

Runnrr checks your exact software, version, permissions and available actions before agreeing the workflow. Connections, data access, retention and approval rules are confirmed and tested during setup.

What counts as completed work?

The approved update saved against the correct client, with its original document and result link.

What needs a person?

Your firm reviews uncertain fields and approves the changes required by its workflow. Statutory submissions stay with your team.

What happens when something fails?

A failed write remains open. Runnrr returns the source and attempted change for review.

Does this require the Mac app?

The Runnrr Mac app requires macOS 14 or later and checks connected sources while it is running. A managed workflow is scoped separately: required software, hosting and operating hours are agreed and tested before live use.

What does setup and operation cost?

US$299 covers one-time setup for one agreed workflow. Ongoing operation and support are quoted separately, along with any call, messaging, AI or other provider charges. Runnrr confirms recurring costs and usage limits in writing before you commit. If the workflow is not running within two weeks or does not deliver the result agreed in writing, Runnrr refunds the US$299 setup fee.

Who handles ongoing support?

Dmitrijs Vitjazevs is your contact for setup and workflow questions at dv@runnrr.io. The written quote sets out ongoing maintenance, support hours, response arrangements and how to end the service. Your team names the person who handles exceptions and professional decisions.

Work your team can hand over

File documents and confirm the record

The approved update saved against the correct client, with its original document and result link.

Talk to sales