Services Books & month-end

Month-end, minus the rescue mission.

Receipts in a shoebox, bills in an inbox, bank lines waiting for a category. This engine matches them as they arrive, so month-end is a review with your bookkeeper, not a weekend.

Book a fit check How it works

Books & month-end, under the hood.

What leaks today

Receipts and bills arrive everywhere: email, text, glovebox.
Bank lines sit uncategorized until someone has a free afternoon.
Month-end becomes a scramble, and your accountant bills for the scramble.

What the bots do

Receipts and bills are captured from email and photos as they arrive.
Bank lines are matched and categorized by the rules you and your bookkeeper set.
Anything unusual waits in a short list of questions.
Month-end starts with a review pack instead of a pile.

What stays with you

How things get categorized: the rules are yours and your bookkeeper’s.
Anything unusual, before it’s booked.
Sign-off. Bots prepare; people close the month.

Built on what you already have: QuickBooks or your accounting software, your bank feed, email, and your bookkeeper or CPA’s workflow.

Fair questions

Does this replace my bookkeeper?

No. It gives your bookkeeper clean, matched records, so their time goes to advice instead of data entry.

Is my financial data safe?

Bots get the least access they need, and we document every connection so you can see exactly what touches what.

What if a category is wrong?

Fix it once; the rule updates so it doesn’t happen again.

Not every business needs every module.

The fit check shows which ones pay for themselves in your shop. Here are the others.

Start with the process that annoys you most. We’ll take it from there.

Book a fit check