PBC List Status Tracker
Audit PBC requests chased + statused automatically. Replaces Suralink $250/mo.
The problem
Suralink charges $200-300/mo per firm to manage Provided-By-Client request lists, but partners still spend Friday afternoons emailing clients chasing missing schedules. Audit teams burn 6-10 hours per engagement on PBC ping-pong instead of testwork.
What changes
Email/portal upload arrives → agent matches it to the open PBC line item, marks received, runs OCR completeness check, posts status to engagement dashboard, and queues the next reminder for anything still outstanding past SLA.
A day in the life
What this agent actually does.
- 1
Mon 8:15am: client uploads 8 bank statements → agent matches 7 to PBC items, flags 1 mismatch for staff review
- 2
Wed 4:00pm: 12 items past 5-day SLA → agent sends tiered reminder with the actual line items embedded
- 3
Fri 9:00am: weekly PBC roll-forward report posted to partner Slack with % complete by engagement
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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