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Custom-built systems

The work your team repeats every day, done by a system built for your business.

Settr maps every task your team does by hand, then builds one system around how you already work. It chases documents, answers enquiries, books, matches payments and follows up, on the tools you already use.

Guaranteed to cost less than the work it replaces.

  • Built around your tools
  • Your data stays in your accounts
  • We run it with you after launch

Trusted by 20+ firms

Systems we've built

Watch one run.

Every business repeats different work. These are systems running in real businesses, replayed with sample records.

Document chasing, start to finish.

One week of tax season in the system. Every message on the right was sent or filed without anyone at the firm touching it.

The full system for accounting firms
  1. Mon 9:00, Settr: Checklist sent with a private upload link. Hi Rosa, it's tax time. Here's your 2026 checklist and a private upload link. 6 items, and you can reply to this email or text us photos.
  2. Mon 9:20, Client: Engagement letter signed. Signed on her phone. Filed to Okafor / 2026 / Engagement.
  3. Mon 4:12, Settr: M. Chen uploaded 3 files. Read as a T4, an RRSP slip and a tuition slip. File complete.
  4. Wed 9:00, Settr: Reminder texted. Hi Rosa, 5 documents still to come for your return. You can reply to this text with photos.
  5. Wed 11:42, Client: 3 photos received by text.
  6. Wed 11:42, Settr: Read as a T4, a T5 and a rental statement. Renamed and filed to Okafor / 2026 / Income.
  7. Wed 11:43, Settr: Told her exactly what's left. Got them, thanks Rosa! Just your RRSP slip and property tax bill left.
  8. Thu 8:15, Settr: Northline Dental complete, sent for review. The payroll summary was the last item on their list.
  9. Fri 8:02, Client: Last two documents emailed.
  10. Fri 8:03, Settr: File complete. Assigned to a preparer.. Every item read and filed. Due April 30.

What you pay for it today

The same work, paid for three times.

Most businesses pay for their repeated work in salaries, retainers and subscriptions at once. A system replaces the work, not the people who matter.

In-house hours

Salaried people spending their week copying, chasing, booking and following up.

The outsourced firm

The IT firm, agency or answering service on a monthly retainer for work a system can do.

The software pile

Ten subscriptions that don't talk to each other, held together by someone's spreadsheet.

The guarantee

Guaranteed to cost less than the work it replaces.

Before we build, we write down what the work costs you today: the staff hours, the outsourced firm, the software you'd retire. Your system is priced below that number, in writing.

What a system does

The work comes off your team's plate.

01

Intake

Every enquiry, form and call lands in one place, with the right questions asked.

02

Chasing

Documents, signatures, payments and answers followed up until they arrive.

03

Booking

Consults, calls, events and shifts scheduled against real calendars.

04

Follow-up

Email, text and WhatsApp sent on time, in your voice, every time.

05

Matching

Payments, files and records matched to the right client automatically.

06

Reporting

One screen that shows what's done, what's stuck and what needs you.

How a build works

You know the cost before we build.

  1. 1

    Map

    We sit with your team and list every task that repeats: who does it, how long it takes, which tools it touches. Then we put a dollar figure on it.

  2. 2

    Design

    One system on paper: what it takes over, what stays with your people, what it connects to. Scope, price and launch date in writing.

  3. 3

    Build

    Built in stages on your own accounts. Your existing records move across and your team gets their logins.

  4. 4

    Launch

    It runs alongside your current process until your team trusts it. Then the old way is switched off.

  5. 5

    Run

    We stay on to maintain it, watch it and add to it as the business changes.

Questions

Questions about a build

What does Settr build?

A system that runs the repeated work in your business: intake, chasing, booking, follow-ups, matching payments and reporting. It's built around how your team already works and the tools you already use, not a template you reshape your business to fit.

How does the cost guarantee work?

Before we build anything, we write down what the work costs you today: the staff hours, the outsourced firm or agency, and the software you'd retire. Your system is priced below that number, in writing.

What does it cost?

It's sized to your operation after the mapping session, and always below what the same work costs you today. You see the number before anything is built.

Do we have to replace our software?

No. We build on top of what you keep, like Microsoft 365, Google Workspace and your accounting or practice software, and retire only the tools the system makes redundant.

How long does a build take?

It depends on how much of your operation goes in. After the mapping session you get the scope and a launch date in writing. Systems launch in stages, so the first work comes off your team's plate early.

Who owns the data?

You do. Wherever possible the system runs on your own accounts, so your files and records stay with you.

Do you only work in these industries?

No. Accounting, law, restaurants and academies are where we have systems running or built. Any business where a team repeats the same work every day is a fit.