AI provider
🔔 1

Analytics

Conversion Visualization

Leads 0
Contacted 0
Interested 0
Closed 0
0
↓
100.00%
0
↓
0.00%
0
↓
0.00%
0

Lead Tier

20% 35% 45%
Hot Warm Cold

Leads Over Time

Pipeline Board

New
Contacted
Interested
Proposal
Closed

🔍 Lead Scanner

Enter a business URL to analyze their bookkeeping needs

Recent Scans

No scans yet.

READY TO SCAN

🤖 AI Lead Qualifier

Let AI score and prioritize all your leads with one click

— total leads
— already scored
— need scoring

Lead Preview (sorted by AI score)

Run qualification to see ranked leads here.

📥 Import / Export

Bring in leads from Excel or Google Sheets, export AI-enriched data

📊 Import from Excel

Upload your BalanceBarn_LeadList.xlsx or any lead spreadsheet.

Drop an .xlsx file here or click to browse

📄 Import from Google Sheets

Paste a link to a shared Google Sheet (must be "Anyone with link can view").

📤 Export as CSV

Download all leads with AI scores, tiers, and pitch angles as a CSV file.

⬇ Download CSV

⚙️ Settings & Integrations

Configure AI providers, API keys, and workflow integrations

AI Provider Selection

Choose which AI model powers your lead scoring and health analysis.

✨
Active

Google Gemini

Fast, reliable analysis using the Gemini 2.0 architecture.

🚀

MiniMax

Advanced reasoning capabilities for complex bookkeeping contexts.

API Configuration

Enter your credentials for the selected provider.

Integrations

Connect external tools to your workflow.

📊

Google Sheets

Real-time sync

Danger Zone

Irreversible actions for your workspace.

Delete All Data

Permanently remove all leads, scores, and activity history.

Email Builder

Design, edit, and manage rich text email outreach templates.