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Some lines only the client can explain: a card charge with no receipt, a deposit with no invoice, a payee nobody at the firm has heard of. Zeno keeps those as questions, sends them in one email with one link, and puts the answer back on the line, on Today, and in your AI’s next wake.

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Who does what

Your AI drafts questions but does not send them. The email goes out under your name and the firm’s, to an address you type on the page. Zeno remembers the address you last used for each client; it does not read one from QuickBooks Online.

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What the client gets

One email, from “Your firm via Zeno”, listing every question you ticked with the date, payee and amount of each line. A button opens a page with an answer box under each question and a place to attach a receipt. The page needs no account; the link in the email is the key, and it stops working after 30 days or when you revoke it. Replying to the email works too. Zeno matches the reply to the email it answers and records the words as the answer to every question that email carried. A receipt attached to the reply lands in the client’s inbox in Zeno, pinned to the question.
An answer changes nothing in the books. It is words on the question; the plan that comes from it is staged and approved like any other. Done is you saying the answer has been used.

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On the page

Client questions shows, in this order: answers waiting for you, questions drafted and not yet sent (with the send form under them), questions out with the client, and finished ones folded away. With no client picked it lists every client’s, answers first. A question the client answered by phone can be recorded by hand with they answered by phone. A question that turned out to need nothing can be closed with nothing to do.

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For your AI

  • qb_ask_client drafts a question. It writes nothing to the client and mails nobody; it tells you the draft is waiting on the page.
  • qb_client_answers lists a client’s questions with their answers.
  • qb_due_work counts answers waiting, so an agent that wakes on a schedule finds them without being told.