Custom AI workflows built specifically for small business bookkeeping: deep integrations with the QuickBooks Online stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Bookkeeping patterns, routes approvals, and sends payment files to QuickBooks Online — processing cost per invoice drops from $15 to under $2.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI classifies every incoming notice, links it to the client file in QuickBooks Online, drafts the response, and calendars the deadline — no notice slips past a response window.
AI ingests bank feeds, statements, and QuickBooks Online data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current.
The workflows above are starting points. Every small business bookkeeping operation runs differently — we build what you actually need.
