OMH Agency

If you had your own AI Integration Specialist on speed dial… what’s the FIRST thing you’d ask them to build or show you?

I’m curious because the answers I get usually fall into one of three camps:

→ “Get me leads and automate follow up.”

→ “Automate estimates and invoicing.”

→ “I use AI in the chat to help me come up with ideas and write things, but I don’t really know what else it can really do.”

Almost nobody starts with “build me a 17-agent autonomous system.” 😄

They start with the thing that’s been eating their evenings for two years.

That’s actually how I think about this work. The fancy stuff is fun.

But the wins that change a business are usually the boring ones: the missed call that gets a text back in 30 seconds, the review request that goes out automatically, the lead that doesn’t slip through the cracks at 9pm on a Thursday.

So, what would yours be? Drop it in the comments. I’ll reply to every single one with where I’d actually start.

(And if “I don’t even know what’s possible” is your honest answer… that’s fair too. Comment that one and I’ll send you a short list of the 5 most common requests I get, free.)

Do you hate QuickBooks like I do- yet invest a big chunk in their software and only feel frustration / no happiness from it?

Financials are the lifeblood of your business. Keeping good records and looking at them regularly is not just important, but mission critical.

I’m on a MISSION to create an AI assistant to make books suck less for business owners.

We invest fairly heavily every year in

- Bookkeepers
- QBO
- CPA Tax Prep

And for some reason I still have a laundry list of crap work to do every month that not only sucks, but seems to be the bottleneck for everyone, all the time.

Yeah. Pressure.

Tracking receipts.
Hunting down receipts.
Scanning/taking a picture of receipts.
Filing receipts in the right spot.

Every day.

Then every month the 1-hour job of doing the same for credit card and mortgage statements.

Not to mention the documents I miss when we get new insurance.

Or an insurance policy cancels.

Or a property sells.

Or we buy a property.

The. We refinance, and the craziness spins again.

In the next 30 days I’m going to drop a system to:

1. Organize and properly name receipts.
2. Watch my emails for invoices, receipts, insurance, RE purchases, RE sales, etc.
3. Move and organize email findings automatically.
4. Organize and properly name statements, insurance policies, property tax records.
5. Download and create entrepreneur friendly financial reports, projections, and suggestions.

And more.

I need it.

My bookkeepers need me to have it.

Do you need it?

ALSO - check out this video on connecting Claude to QBO so it sucks less!!!! I just found Shane Brady and his stuff is amazing.

https://youtu.be/DV6sj0RZ1JA?si=pRgTwXygt0mwYaXx