Automate 1099 Preparation Tracking for Controllers
The Problem
Identifying vendors who need 1099s, verifying W-9 information, and tracking preparation and filing deadlines is an annual scramble.
What We Build
AI identifies vendors meeting 1099 thresholds, flags missing or outdated W-9s, tracks preparation status, and ensures timely filing with deadline reminders.
Tools & Integrations
Sage Intacct NetSuite Google Sheets Email
How It Works
1
Discovery Call
We map your current 1099 preparation tracking process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate 1099 preparation tracking?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.