4 workflow automations purpose-built on top of QuickBooks Desktop — no data leaves your system, no parallel tool for your team to learn.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Sage 100 Contractor, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Sage 100 Contractor transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
AI pulls actuals from Sage 100 Contractor, 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. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of QuickBooks Desktop for any repetitive process. Tell us what you'd automate.
