For firms where busy season never ends
Stop keying. Start reviewing.
We build document pipelines that read receipts and bank statements, push clean entries into QuickBooks or Xero, and chase clients for missing documents, so your team reviews exceptions instead of typing.
- Receipts and statements extracted to clean, reviewable rows
- Imports into QuickBooks or Xero with checks
- Missing documents requested from clients automatically
What eats the week
Sound familiar?
Hours of keying per client
Receipts and statements arrive as PDFs and photos, and someone types every line.
Chasing clients for documents
Half of month end is waiting on clients who forgot to send something.
OCR tools that break quietly
Third party extraction works until it does not, and nobody notices until the books are wrong.
Try it yourself
Month end document chasing
This is the reminder flow we build for missing client documents. Pick how the client replies.
Free accounting & bookkeeping firms assessment
Let your numbers talk.
About 60 seconds. You get your estimate, what we would build first, and a calendar to book a free call.
Three numbers. We will show you the keying hours sitting in your document work.
Your estimate
$980 a month
What we build for accounting & bookkeeping firms
Systems that give you your week back.
Receipt and statement extraction
Replaces: Typing PDFs and photos into spreadsheets
- 1Documents arrive by email or upload
- 2AI extracts every line
- 3Checks totals and dates
- 4Clean rows for review
Accounting imports
Replaces: Manual QuickBooks or Xero entry
- 1Reviewed rows
- 2Mapped to your chart of accounts
- 3Imported with duplicate checks
Client document chasing
Replaces: Emailing clients one by one for missing files
- 1Missing items detected
- 2Friendly reminders by email and text
- 3Uploads land in the right folder
Proof, not promises
We have done the homework on your software.
Guides we have written for accounting & bookkeeping firms
Two ways to start.
- A fixed price build. One system, scoped and priced up front, running in your accounts. You own it.
- The automation membership, from $4,400 a month. We build, monitor and keep improving everything, one request after another. Pause anytime. See the membership
No contracts. Everything runs on accounts you own, so you keep it whatever you decide.
Common questions
Accurate enough that your team reviews exceptions instead of keying. Every pipeline checks totals and dates and flags anything that does not reconcile, rather than guessing.
Yes. Entries are mapped to your chart of accounts and imported with duplicate checks.
Documents are processed on accounts you control, and we set it up so nothing is kept longer than your retention policy allows.
For one multi client accounting firm we moved 700+ receipt extractions a month off a paid third party service to a pipeline costing $4 to $9 a month in API spend. The case study has the details.
A fixed build or our monthly membership. We size it on a 20 minute call based on document volume and your software.
See what is sitting in your numbers.
Take the 60 second assessment, then book a free 20 minute call if the math is worth it.