01
Connect QuickBooks. Authenticate the agency company file that Kelden should observe. QuickBooks remains the ledger of record.
02
Connect Gmail. Authorize the Google Workspace inbox used for client finance communication and follow-up history.
03
Choose a playbook. Start with the Overdue Invoice Chaser or Month-End Close Blocker Finder instead of configuring a blank workflow.
04
Review the prepared work. Kelden attaches the evidence, provider freshness, recipient, and exact proposed action for approval.
05
Execute and record the result. Approved actions run through enabled provider surfaces, and the confirmed result remains in attributable history.
Async concierge included
Get proactive chat guidance during setup. If a high-value integration gets stuck, Kelden can respond with a personalized 60-second screen recording without requiring you to schedule a call.
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