The analysis done, before the client meeting
Vorker reads the client ledger, flags the anomalies, drafts the advisory summary and the follow-up with agreed actions, then invoices. You approve everything.
FAQ
Will it send anything to a client without me seeing it?
No. Every summary, follow-up and invoice is prepared and then waits for you. You can read it, rewrite any finding, reject it, or approve it. Nothing reaches a client on its own.
Can it actually read a ledger export?
Yes. Send it the export and it compares every account against last year and against plan, then flags what moved with the numbers behind it. The judgment about what the movement means stays yours: it prepares the evidence, you give the advice.
We are two partners and an assistant. Is this overkill?
That is the size it is built for. Vorker is made for practices where the partners also do the digging, the write-ups and the invoicing. There is nobody else to hand the preparation to, which is the point.
How is this different from what a bookkeeper does?
Bookkeeping is booking the transactions. Your work starts after that: reading what the numbers say and advising on them. Vorker does the reading and the drafting around your advice, not the advice itself.
Does it replace my judgment?
No, and it should not. It flags a margin slide; whether that is a pricing problem or a one-off is your call. Every summary it drafts is a starting point you edit, and clients only ever see what you approved.
Do I have to learn a new system?
No. You talk to it the way you would brief a junior, and it works inside the tools you already have: your email, your calendar, your files. The summaries arrive as ordinary PDFs on your letterhead.