Master Your Agency
Operations
Setup Your Infrastructure
Begin by initializing your agency workspace. We'll capture your core business identity (Tax ID, Business Name, Currency) to ensure every quotation and insight is compliant and perfectly branded. Whether you're operating in Zambia (ZRA-ready) or scaled abroad, this creates your Command Center—a state-of-the-art dashboard designed for high-velocity decision making.
Quick Tip:
"Use your official legal name for the business setup. This ensures your documents—such as ZRA-compliant quotations for Zambian users—are valid for tax processing automatically."
Populate Your Network
Migrate your professional network into the system. Our smart "Add Client" interface caches tax IDs, locations, and contact points, allowing you to generate complex financial documents in seconds rather than minutes.
Deploy Secure Portals
Deliver an elite experience with private portals. Every client receives a secure, passwordless magic-link environment where they can track projects and view payment instructions. Since Techado focuses on high-end tracking, you can record settlements made via your preferred external channels while keeping your financial records perfectly synchronized.
Automated Intelligence
Let your Business Brain handle the hard math. Tap into automated 30-day cash flow forecasts, revenue trend analysis, and payment timing predictions powered by Llama 3.3. Know exactly when your business will be profitable, weeks in advance.
AI Coaching & Voice
Interact with the platform using Voice & AI. Our Financial Coach can dictate business summaries back to you or transcribe your notes into actionable tasks. High-level analysis is just a conversation away.
Infinite Scaling
Ready to dominate your industry? Scale your operations to the Enterprise level with unlimited clients, high-priority AI queues, and dedicated support. Admins enjoy permanent, system-managed status for zero-friction scaling.