Automate follow-ups, quote generation, invoice creation, and expense categorization. Set rules once and let Tracklytix handle the rest.
The tools and intelligence you need, built right in.
Create automated follow-up cadences — 3, 5, and 7 days after sending a quote or proposal.
When a quote is accepted, auto-generate the invoice. When paid, auto-update the books.
AI categorizes expenses, detects anomalies, and flags potential deductions automatically.
Build your own automation rules with simple if/then logic — no coding required.
Up and running in minutes, not hours.
Pick what starts the automation — new lead, accepted quote, overdue invoice.
Define what happens — send email, create invoice, update status, notify team.
Tracklytix executes your automations 24/7 while you focus on growing.
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