Find the money leaking out of your books.
QuickBooks shows what got recorded. Nobody checks it against the jobs, the payments and the contracts. This system does: it connects your accounting, payments, payroll and job records, checks them against your rules, and puts only the exceptions in front of a person.
Sound familiar?
Month-end means days of spreadsheets, and nobody is sure the numbers match.
Work gets finished and never invoiced.
Supplier invoices get paid without anyone checking the contract.
One person holds the whole close in their head.
What changes.
6 AI agents. One system.
They take the repetitive work. People approve what reaches your customers.
How it works.
A payment, an invoice or a job closes.
It checks it against your rules, clears what matches and flags what doesn't.
A person reviews the exceptions and approves.
For accounting firms
Close the books for many clients without multiplying spreadsheets. Each client's numbers get checked the same way, and your team only looks at what doesn't match.
Ways to get it.
Questions owners ask.
No. We connect QuickBooks, Stripe and payroll. We don't replace them, and we don't give tax or accounting advice. Your accountant stays your accountant.
Yes. Firms that close the books for many clients are a great fit for this system.
A person, always. The system flags. A person decides.
In your accounts, in your name and your environment.
Tell us what's breaking. We'll tell you what to fix first.
A quick 15-minute call. No deck. If we're not the right fit, we'll say so.