Thirty minutes on
your worst workflow
Pick a time below. Bring the process that costs your practice the most hours, and we will tell you honestly whether DeskMate should run it — and if it should not, what would.
Pick a time
A working session, not a demo.
You will be talking to the person who built the isolation model and the approval queue, not a sales engineer reading a script. Come with a real process and we will use the time on it.
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01
Bring one workflowThe one that eats the most hours this month. Month-end, BAS, onboarding, chasing — whatever it actually is.
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02
We map it against the spineThe eight steps every obligation runs on, and where your own steps would hang off them.
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03
You watch one skill runScreen shared, on a real example, including where it stops and waits for a person.
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What we will not doAsk for your ledger credentials, put you on a mailing list, or send a proposal you did not ask for.
Not ready to talk? Send a note instead and we will come back with times, or start the trial without speaking to anyone.
Loading the calendar… The calendar is not configured yet. Email us for a time and we will send one back. The calendar could not load. Email us for a time and we will come back with options.
If a call is not what you need
The security pack
Architecture diagram, sub-processor list, retention schedule and our answers to the usual questionnaire. Sent as a document, not a portal login.
See security 02Implementation partners
We work with consultancies serving accounting, legal and ops teams across APAC. Tell us who you serve and we will start there.
Start a conversationOr send a note
This opens your own mail client with the message ready to send — we would rather you had a copy of what you sent us than trust a form you cannot see the other end of.
A time on the calendar above beats a thread every time — we come to the session with your systems already researched.
Or just start a trial.
Twenty-one days, no card, no lock-in. It runs against your own ledger, so the first skill you watch run is doing your practice's real work.
See the plans