Concierge

Getting a person involved when the system is not enough.

Concierge in SigmaPointPi
/settings/concierge

Some things need a human: a migration from a messy set of books, a first payroll run, a question about how to record something unusual.

A request carries the context automatically, so you are not describing your setup from scratch.

Where everything sits

Northline Systems
Northline Systems
Registered numbers
Registered numbers
Person, Number, Channel authority
Person, Number, Channel authority
Take orders
Take orders
Ada Operator
Ada Operator
Register a number
Register a number

How to work this page

Say what outcome you want

Not which button to press. The outcome is what determines the right approach.

Let it carry the context

Your business shape, connections and the surface you were on come across with the request.

Watch the state

Received, in progress, waiting on you, resolved. Anything waiting on you names what is needed.

Keep the thread

Resolved requests stay readable, which matters when the same question recurs at year end.

On a phone

Concierge on iPhone 15 Pro Max

Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.

Questions people actually ask

What is not covered?

Anything constituting legal or tax advice for your specific situation. That is your accountant or your attorney, and being clear about the line protects you.

Does a person see my books?

Only with access you grant explicitly for the request, and it is time bounded and recorded.