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For teams whose work repeats

The work system that knows what to automate.

Beaks holds every recurring task your team runs, assigns it by simple rules, writes the manual as people work, and tells you which tasks are ready to hand to an AI agent.

The problem

Your company runs on work that repeats.

Month end close Bank reconciliations Payroll checks Monthly reports

Month end close. Bank reconciliations. Payroll checks. Monthly reports. This work comes back every week and every month, and most of it lives in people's heads and old spreadsheets.

Before any of it can go to AI, you need to know exactly what your team does, how often, who can do it and how well it is written down. Beaks gives you that picture as a side effect of running the work.

How it works

How Beaks works

The screens show the Beaks product design with sample data.

Step 1

Put your recurring work in once

Every task becomes a blueprint with its own rule, like "third working day after month end". Beaks shows the next dates as you type, then creates the work on the right days.

Beaks recurring work view with tasks scheduled by frequency
Step 2

Work that assigns itself

Beaks hands every task to the right person by three simple rules: who is the only one who can do it, who knows it best, and who has capacity. Every decision comes with its reason.

Beaks allocation table showing primary and backup owners for each task
Step 3

The manual writes itself

Record a task once while you do it, and Beaks turns the steps into a manual attached to that task. The next person has it two clicks away.

Beaks work library with a manual attached to a recurring task
Step 4

See lagging work early

A heat map of the team's load shows the busy days before they arrive, and Beaks suggests who can take a task that is falling behind.

Beaks workload heat map across the team
AI readiness

Know which work AI should do first.

Beaks scores every recurring task for AI readiness. Each score explains itself, so you know what to hand over and what to document next.

How often it runsHow rule bound it isHow well it is documentedWhat it touchesHow few people can do it

A readiness score for every task

See at a glance which recurring work is ready for an agent and which needs a better manual first.

Beaks AI readiness scores for each recurring task

Hand it to an agent, step by step

An agent joins your team like a new colleague, with its own tasks and workload. It starts by drafting while a person approves, and earns more freedom from its own track record. Every handover is logged, with the hours it gives back.

Beaks agent assigned to the steps of a recurring task, with a handover ledger
Who it is for

Built for finance and operations teams

Finance teams

Month end close, reconciliations, reporting and payroll on a calendar that never moves.

Accounting and bookkeeping firms

The same deliverables for every client, every month, with the know-how spread across a few people.

Operations teams

Checks, uploads and reports that keep the business running and rarely get written down.

Early access

Request early access

Tell us about your team and the work that repeats, and we will be in touch.

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