Assistant-App

What if one app could record your meetings, fill your forms, research your prospects, track your financials and keep you focused? Now it does.

YOUR AI-POWERED COMMAND CENTER FOR CLIENT WORK

Stop juggling apps. Stop losing notes. Stop doing admin when you could be closing deals.

AssistantApp brings recording, transcription, smart forms, prospect research, invoicing, finance, calendar sync, and focus tools into one app for client-serving professionals.

RECORD ANYTHING, TRANSCRIBE INSTANTLY Record calls, meetings, or voice memos. Import M4A, MP3, WAV, or MP4 files. AI transcription delivers 95%+ accuracy with speaker identification.

3-AGENT AI FORM FILLING Create custom forms for any workflow. Three AI agents work in parallel: extract, validate, enhance. Color-coded confidence scores show what needs review. Refine any field with a hint. Export as CSV, JSON, TXT, or PDF.

AI PROSPECT RESEARCH & OUTREACH Four AI researchers analyze prospects in parallel — career, company, pain points, and how you solve them. Generates personalized emails, LinkedIn messages, and SMS drafts. Hours of research in minutes.

NEW — COMPLETE FINANCIAL HUB Run the money side of your practice. → Speak a transaction or scan a receipt — AI extracts vendor, total, date, and line items → Smart suggestions flag duplicates, recurring charges, the right client, tags, and location → Batch-scan a whole stack of receipts at once → Send invoices with your logo, status badges, and custom numbers → Build estimates and convert them to invoices in one tap → Reusable product and service catalog → Profit & Loss, Balance Sheet, Cash Flow, AR Aging, and Tax Summary — export as CSV or HTML → AI Financial Advisor chats with your books and sends weekly insights on spending, overdue invoices, and tax-season tips

SMART SCHEDULING & CALENDAR Sync Google Calendar, Outlook, and iCloud. Create shareable booking pages with QR codes. Auto-generate Meet, Teams, or Zoom links. Cross-timezone conflict detection. NEW: repeat events — daily, weekly, monthly, or fully custom — with two-way sync. Edit one event, this-and-following, or the whole series.

CLIENT MANAGEMENT Every client in one place — calls, meetings, messages, and notes on a single timeline. AI-enriched company profiles. Snap a business card and AI extracts the contact. Share your own digital business card by QR, AirDrop, email, or text.

VIDEO PLATFORMS Connect Google Meet, Teams, and Zoom. Auto-detect meetings from your calendar. One-tap transcription of recorded meetings. Teams connects with full access or a graceful limited-access fallback when admin consent isn't granted.

BUILT FOR HOW YOU WORK → Therapists & Counselors — session notes, treatment tracking → Coaches & Consultants — goal tracking, follow-ups, outreach → Sales Professionals — discovery notes, prospect intelligence → Real Estate Agents — property notes, client communication → Legal & Healthcare — intake forms, consultation notes

SIGN IN YOUR WAY Google, Apple, or email. Face ID and Touch ID for instant secure access.

SECURE BY DESIGN AWS encryption at rest and in transit. Biometric-protected storage via iOS Keychain. Your data is never sold.

SIMPLE PRICING • Free trial — 10 days, 200 AI chips, no credit card • Pro — $10/month, 1,367 AI chips refreshed monthly • Top up with a one-time 1,367-chip pack anytime • Chips cover transcription, AI form filling, prospect research, outreach, finance AI, and meeting insights

NEW — SPEAKS YOUR LANGUAGE Now fully available in Spanish and Simplified Chinese — every screen, every tour, every system email. Auto-detected from your device, switchable in Settings.

FOCUS MODE Block distracting apps with Screen Time. Custom profiles for meetings, deep work, or wind-down. Guided breathing exercises help you pause and refocus. Track daily focus stats. Now with a wheel-picker, recents, and a per-app "Switch app?" dialog.

LESS ADMIN. MORE IMPACT. Get back to what you do best — serving your clients.

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