Stop warm quotes going quiet.
Good enquiries often disappear because nobody has time to chase them properly. Finzo sets up AI to track open quotes, draft polite follow-ups and help you spot which leads are worth attention first.
Where your week disappears
The jobs we'd set up for you
Open quote tracker
A simple list of quotes, dates, values, customer names, status and next follow-up.
Follow-up drafts
Polite chasers in your tone, matched to the quote and the time since the customer last heard from you.
Lead summaries
Quick notes on what the customer asked for, what was quoted and what the next useful message should be.
Owner reminders
A weekly view of quiet quotes and high-value opportunities that need attention.
Connected only when you authorise it, on your own account. Login & CAPTCHA stay human.
It is not guessing from a blank chat
The useful part is the company brain behind the task: your services, prices, tone, documents, old examples, approval rules and workflow map.
That means the assistant can prepare work from real business context instead of asking you to explain the same thing every time.
Uses real sources
Price lists, templates, examples, exports and notes are mapped before they are trusted.
Follows a workflow
Find the source, prepare the work, flag gaps, save the output and ask for approval where needed.
Knows the boundaries
Read, draft, schedule or act only inside the approval rules agreed for that job.
Improves over time
Good outputs, new prices and better rules can be saved back into the workspace after approval.
It's practical AI, built around how your business works
Think of it like hiring someone, giving them a desk and a laptop, teaching them your business, and connecting them to your tools — without the wage, the payroll, or the management. It can even build you small tools: a quote builder, a lead tracker, a simple dashboard.
Useful before anything runs on autopilot
It finds the facts
The assistant checks the mapped files, notes and tools before preparing the work.
It prepares the output
Reply, quote, summary, tracker, report, checklist or draft action list.
You approve the important bits
Anything that sends, spends, publishes, deletes or changes a live system waits for approval unless a scoped automation has already been agreed.
£250 one-off
The full AI implementation: research, business brain, workflow map, first useful workflows, customer guides, tool plan, approval rules and supervised install. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month if you'd like us on hand for improvements and fixes.
Book a free AI callGood to know
Will it send quote chasers automatically?
The default setup is draft-first. It prepares the chaser and you approve before anything is sent.
Will it send anything without me?
Day one, no. It drafts replies, quotes and chasers for you to approve. Later, a clear repeat job can become scheduled or scoped autopilot only after the limits, account and stop rules are agreed.
Do I need to be technical?
Not at all. You ask in plain English ("reply to this enquiry", "chase unpaid invoices") and we set up all the technical side for you.
What does it cost?
£250 one-off to research, build and set it up. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month support keeps us on hand for improvements, new skills and fixes.
Ready to take the admin off your plate?
Tell us where your week goes and we'll show you the first 3-5 AI jobs worth setting up for your business.