5 workflow automations purpose-built on top of QuickBooks Desktop — no data leaves your system, no parallel tool for your team to learn.
AI reconciles each line of the return against source docs in Sage 100 Contractor and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Sage 100 Contractor, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Sage 100 Contractor entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running QuickBooks Desktop — uses the native API or agent integration so nothing leaves the system of record.
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.
We build custom AI workflows on top of QuickBooks Desktop for any repetitive process. Tell us what you'd automate.
