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 identifies 1099-eligible vendors from QuickBooks Online, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.
AI monitors QuickBooks Online transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months.
AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste.
AI builds the BvA view directly from QuickBooks Online, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.'
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.
The workflows above are starting points. Every small business bookkeeping operation runs differently — we build what you actually need.
