What we automate
Most small businesses lose hours each week to the same handful of jobs: retyping information from one system into another, chasing documents, filing receipts, and sending the same follow-up emails. These are good jobs for automation, with AI handling the parts that used to need a person to read and sort.
Common workflows
- Email to invoice: turn an order or job-complete email into an invoice
- Receipts to QuickBooks: get receipts into your books without retyping them
- Intake form to client file: one form sets up the client's folder and record
- Client document intake and chasing for accounting, bookkeeping, and insurance offices
- Quote drafts from photos and notes for construction and trades
QuickBooks automation
QuickBooks sits in the middle of many of these builds. Receipts, invoices, and payments that start in your inbox or a form can land in QuickBooks without someone keying them in, which saves time and cuts down on typos.
How a build works
We start by walking through the process with the person who does it today. Then we quote a fixed price, build the automation on your accounts, and train your staff on it. If you are not sure which process to start with, an AI Checkup ranks them for you, and the Checkup fee is credited toward any build signed within 60 days.