How Daleo works

Text or call the number and ask for something real — an invoice, a quote, a letter. Daleo does it on the first message. There is no form, nothing to install, and no card needed to try it.

Setup happens inside the work: it learns your name, your business, and your prices as you go.

You pay for finished things, not messages. A task is one thing done — an invoice built, a quote sent, a document written. Texts, calls, and the phone line are included in the task, never billed on top.

Tasks come in packs that never expire, and you can set them to refill on their own. The pricing page shows what counts as a task.

There is a web app, and it can sit on your phone's home screen or your desktop like any other app. You never have to use it — everything works by text and by phone.

The app is where your documents live, where you upload files, and where you see what you've used.

Yes. Call the number and talk to it like a person. It can build a quote, look something up, or take an order while you're on the phone.

Anything that needs a link — a document, a payment page — it texts you after the call.

Yes. It replies in whatever language you write or speak, and it remembers your choice. Documents come out in your language too.

English and Spanish are fully built out today, including the app screens; more are on the way.

Say "invoice Mrs. Patel $850 for the patio." Daleo builds the invoice and can send it with a payment link. Your customer pays by card or bank right from the link.

The first time, it sends you a one-tap link to set up your own payment account. After that, it's automatic.

No. Zero percent, ever. The money goes straight into your own account — it never sits with Daleo.

You pay only the card processor's standard fee, the same as any invoicing tool: about 2.9% plus 30 cents for a card payment, less for a bank transfer.

Yes — appointment confirmations, follow-ups, reminders, payment links. They go out as one-way business messages from your business, and you approve anything before it's sent.

If your customer replies, the reply comes to you. Daleo never gets between you and your customer.

Ask. "Who owes me?" gets you what's outstanding, what's overdue, and by how much. "How did I do this month?" gets money in, money out, and what's owed.

It can chase the late ones for you, with your okay.

No. Most small businesses don't have any accounting software, and Daleo can be your books: it keeps every expense and every payment, organized by category, and answers "what did I spend on materials in August."

If you already use QuickBooks, connect it and Daleo works inside it instead.

Three ways. Text a photo of a receipt as you go. Or just say it: "paid Home Depot 84 for the Smith job." Or send a bank or card statement — Daleo pulls out every expense, shows you what it found, and logs it when you say yes.

Every line gets a category. Wrong one? "That was tools, not materials" fixes it. Logged one twice? "Delete that Home Depot receipt" takes it out — and out of QuickBooks too, if Daleo put it there.

Say "build my tax package for 2026." You get one spreadsheet: totals by category with the tax-form line each one maps to, every expense with its receipt, and every invoice paid that year.

Your preparer can take it as-is. It's your records, organized — not tax advice.

Ask to connect it. Daleo sends a secure one-tap link; you sign in on QuickBooks' own site and approve. Daleo never sees your password.

You need your own QuickBooks subscription. Once connected, Daleo can read your books, categorize expenses, record payments, and — only if you turn it on — post the receipts you send it straight into QuickBooks.

Yes. Add seats and invite them by text. They get their own line to Daleo for schedules, photos, and updates — and they see only what you allow. Money and your books stay yours alone.

You do. Everything you build in Daleo exports in one file whenever you want it, and you can cancel any time.

Your information is never sold, never used to train AI, and never used to build a profile on you or your customers. The AI provider processes messages under a business agreement and does not keep them.

Yes. Send a photo of your price sheet and it saves your prices. Send a plan and it can measure and price the job. Send a photo of a check your customer mailed and the payment is recorded against the invoice.

PDFs, spreadsheets, and Google Docs work too.

Yes — a service agreement, a late-payment policy, a job description, a lease renewal notice, the email you send when someone is 60 days late. Real documents, as PDF or Word, in your words and your name.

Ask exactly that. Daleo compares what you quoted with what you spent on each job — from your own receipts and invoices — and tells you where you're winning, where you're losing, and whether your pricing is right.

Yes. It finds suppliers near you, drafts an order in your usual format, and — with your okay — sends it by text or email. It tracks the reply so you don't have to.

Yes. Give it a name, pick its voice for phone calls, and tell it how you like your business talk — all business, friendly, straight to the point. Say "change your voice" any time.