Client email replies, cited to the ledger
Upload the client's question, your written procedures and a QuickBooks or Xero ledger export. Back comes a draft citing the ledger line and your procedure.
- 6 credits a reply, no subscription
- A second AI model reviews each draft
- Nothing to connect or install
You upload
- Client questionMileage this quarter
- Written proceduresSections 1 and 4
- Mileage log, Q3QuickBooks export
You get back
| Source | What it says | In the reply | Status |
|---|---|---|---|
| L1, mileage log | 1,412 miles, 34 trips | Quoted and cited | |
| Both totals appear in the client's mileage log, so the reply cites them as L1. | |||
| L1, incomplete trips | 0 trips, 0 miles | Quoted and cited | |
| The log shows no trip missing a date or purpose. Change that figure and the reply changes with it. | |||
| P1, procedures s4 | Only complete trips count | Quoted and cited | |
| The sentence comes from your own procedures, so you can check it in seconds. | |||
| A deduction amount | In no source | Draft held back | |
| No source holds a deduction amount. A draft that stated one is not offered as a reply: its sentences are listed as UNVERIFIED and you answer it. | |||
3 lines cited, 1 draft held back6 credits
You upload
- Client questionSubcontractor costs, Q2
- Written proceduresYour firm's wording
- Expense lines, Q2QuickBooks export
You get back
| Ledger line | Amount | Category | Status |
|---|---|---|---|
| L1, Reyes Concrete | $2,400.00 | Subcontractor Labor | |
| Cited with its own amount, copied from the ledger line. | |||
| L2, Ortega Electric | $3,150.00 | Subcontractor Labor | |
| Cited with its own amount. The reply never adds lines up: a total in no source holds the draft back. | |||
| L3, Lund Plumbing | $1,800.00 | Subcontractor Labor | |
| Cited with its own amount and category, as the ledger shows them. | |||
| L4, category total | -$540.00 | Subcontractor Labor | |
| A negative category total is unusual. The reply has to say so, and the line is listed under Items to check. | |||
3 lines cited, 1 with an unusual value6 credits
You upload
- Client questionAcme invoice paid?
- Written proceduresYour firm's wording
- Invoice exportDated Oct 20
You get back
| Item | Ledger shows | Status |
|---|---|---|
| Invoice #1042, Acme Signage | $1,860.00 | |
| The invoice number, customer and amount all match the ledger line cited as L1. | ||
| Due date | Sep 8 | |
| The due date is read from the same ledger line. | ||
| Payment | None recorded | |
| The ledger line records no payment. The reply states only what L1 shows. | ||
3 facts cited from L16 credits
Invented sample data. The firm and its clients do not exist. Select a status to see why.
How it works
-
Upload three things
The client's question (or paste it in the notes), your procedures and a QuickBooks or Xero ledger export.
-
Software drafts, a model reviews
Code checks every figure against its sources. A second model reviews the draft and lists what is left.
-
Download and send
Plain email text, nothing added. You read it, edit it and send it from your own inbox.
What you can put in the job notes
Paste the client's email here if you have no email file to upload; an uploaded email file is used instead of the notes.
At most 4,000 characters.
What you download
Cited reply
Plain email text, ready to paste into your inbox.
Citations and open points
The sources behind each claim, the items to check and a not-tax-advice notice.
Holding reply
Escalated questions get a holding reply written by code. The second model does not read it.
How it compares
| By hand | GroundedReply | Suite or general AI drafting | |
|---|---|---|---|
| Who writes the draft | You, from memory or old threads | Software, cited to your sources | Software |
| Cites ledger line and procedure | Only if you look them up | Yes, when the ledger has the line | Not stated by vendors |
| Review of the draft | You, by hand | Second model, problems listed | Not stated by vendors |
| Price | Your time | 6 credits a reply | Bundled or per message |
Pay per job, no subscription
One client email reply drafted costs 6 credits. Credits never expire.
- 25 credits $25 $1.00 a credit Buy 25 credits
- 100 credits $90 $0.90 a credit Buy 100 credits
- 500 credits $400 $0.80 a credit Buy 500 credits
- 2,000 credits $1,400 $0.70 a credit Buy 2,000 credits
Haven't bought credits yet? 3 to 6 days after you sign up, we add 5 credits toward your first job, once.
Credits are shared across every ClerkRow tool: buy them on any of our sites and spend them on any other. See every tool at ClerkRow. Welcome credits are given once per person, not once per site.
What a credit and a unit mean
A credit is the prepaid unit you spend on jobs: each kind of job costs a fixed number of credits, and a credit costs between $1.00 (25-credit pack) and $0.70 (2,000-credit pack).
- One client email reply drafted: 6 credits
- One client question, up to 5 files of 10 MB each. The reply is drafted from your procedures and, when you upload one, the client's ledger. Still one unit if the question is escalated (you get a fixed holding reply) or no draft passes the checks (you get the reasons and the sources).
What a job costs
- 20 replies (120 credits)
- $115Buys 1 × 100 + 1 × 25 (5 credits left over)
- 40 replies (240 credits)
- $230Buys 2 × 100 + 2 × 25 (10 credits left over)
- 100 replies (600 credits)
- $490Buys 1 × 500 + 1 × 100
Your files, handled carefully
Hosted on AWS
The service and its storage run on AWS. The AI is Claude on Amazon Bedrock.
Deleted on a schedule
Paid work is kept 365 days, then removed. Unused uploads go after 72 hours.
Not used for training
The Bedrock calls are not used to train any model, and your files are never sold.
Code, then a second model
Escalation rules and the number check are code. A second model then reviews the draft.
Questions
Does it send emails on its own?
No. GroundedReply never sends email and has no link to your inbox. You read each draft and send it yourself.
How is each result reviewed?
A second, stronger AI model reads every drafted reply and lists what is left for you to decide; the drafting model corrects the serious problems it finds, and code checks every correction. A holding reply is written by code and is not read by that model. No person checks results.
What if a number can't be traced?
The draft is held back and flagged for a manual answer. A figure that is not in a cited source is never shown to you as fact.
Which questions does it refuse to draft?
Amended returns, IRS or state notices, audits, penalties, legal matters and topics your procedures escalate get only a holding reply. If no procedure sentence matches, nothing is drafted and the job needs a manual answer.
Does it connect to Gmail, QuickBooks or Xero?
Not today. You upload files and nothing else is connected. Inbox and ledger connections are planned, with no date, and wait on provider reviews.
How do credits work?
A reply costs 6 credits. Packs start at 25 credits for $25. Credits never expire and there is no subscription. Buy packs by card on the Credits page in your dashboard.
Who is behind GroundedReply?
Two founders: a technical founder who builds the product, and a cofounder who talks to firms. We are a small team and would rather say so plainly.
Something else? Contact us.
Stop typing the same five answers from memory.
Sign in, upload the question, your procedures and a ledger export, and get a cited draft.